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BGH

Barings Global Short Duration High Yield Fund
BGH

51 hedge funds and large institutions have $75.5M invested in Barings Global Short Duration High Yield Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 22 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5.21% less ownership

Funds ownership: 31.53% → 26.32% (-5.2%)

7% less funds holding

Funds holding: 55 → 51 (-4)

11% less capital invested

Capital invested by funds: $85.1M → $75.5M (-$9.59M)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
51
Holders Change
-4
Holders Change %
-7.27%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
16
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PI
PFG Investments
New York
+$994K
2
CA
Cetera Advisors
Colorado
+$643K
3
RA
RFG Advisory
Alabama
+$528K
4
GC
Guggenheim Capital
Illinois
+$361K
5
Lido Advisors
Lido Advisors
California
+$291K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$12.6M
2
SIA
Sit Investment Associates
Minnesota
-$1.96M
3
AA
AQR Arbitrage
Connecticut
-$720K
4
CP
Camelot Portfolios
Ohio
-$384K
5
HWAM
Hennion & Walsh Asset Management
New Jersey
-$356K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$10.6M -$1.96M -140,112 -16%
RCM
2
Rivernorth Capital Management
Florida
$7.4M -$277K -19,754 -4%
Wells Fargo
3
Wells Fargo
California
$6.54M -$79.9K -5,698 -1%
TCMG
4
TSP Capital Management Group
New Jersey
$5.6M +$9.35K +667 +0.2%
GC
5
Guggenheim Capital
Illinois
$5.33M +$361K +25,716 +7%
Invesco
6
Invesco
Georgia
$4.15M -$157K -11,204 -4%
HWAM
7
Hennion & Walsh Asset Management
New Jersey
$3.73M -$356K -25,389 -9%
Morgan Stanley
8
Morgan Stanley
New York
$3.73M -$12.6M -900,226 -78%
Cohen & Steers
9
Cohen & Steers
New York
$3.63M – – –
CIA
10
Capital Investment Advisors
Georgia
$2.86M +$112K +8,000 +4%
RJA
11
Raymond James & Associates
Florida
$2.19M +$113K +8,032 +6%
RA
12
RFG Advisory
Alabama
$1.77M +$528K +37,670 +44%
VCM
13
Vivaldi Capital Management
Illinois
$1.29M -$176K -12,523 -12%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.23M -$5.69K -406 -0.5%
Bank of America
15
Bank of America
North Carolina
$1.09M +$28.8K +2,056 +3%
SFS
16
Shaker Financial Services
Virginia
$1.04M -$310K -22,079 -23%
PAS
17
Park Avenue Securities
New York
$1.03M -$19.6K -1,401 -2%
CPRC
18
Consolidated Portfolio Review Corp
New York
$1.02M +$188K +13,416 +23%
PI
19
PFG Investments
New York
$1.01M +$994K +70,912 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$960K +$226K +16,120 +32%
CP
21
Camelot Portfolios
Ohio
$951K -$384K -27,410 -29%
JFG
22
Jefferies Financial Group
New York
$859K +$60.8K +4,335 +8%
Osaic Holdings
23
Osaic Holdings
Arizona
$780K -$44.6K -3,179 -6%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$715K +$257K +18,345 +58%
NA
25
NewEdge Advisors
Louisiana
$662K -$92.2K -6,576 -12%
1
2 3

BGH Hedge Fund Activity: Q1 2024 in Review

51 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2024, worth a combined $75.5M — down 11% from $85.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BGH and 4 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 16 added.

The largest buyer was PFG Investments, opening a new position worth an estimated $994K. The largest seller was Morgan Stanley, cutting an estimated $12.6M.

  • 51 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2024, down from 55 in Q4 2023.
  • Funds reported $75.5M of Barings Global Short Duration High Yield Fund stock for Q1 2024, down 11% quarter-over-quarter.
  • 4 funds opened new Barings Global Short Duration High Yield Fund positions in Q1 2024 and 7 closed out, a net change of -3 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2024 was PFG Investments, an estimated $994K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2024 was Morgan Stanley, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2024.