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BGH

Barings Global Short Duration High Yield Fund
BGH

50 hedge funds and large institutions have $63.1M invested in Barings Global Short Duration High Yield Fund in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

6% more funds holding

Funds holding: 47 → 50 (+3)

0% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 16

4% less capital invested

Capital invested by funds: $65.9M → $63.1M (-$2.86M)

1.29% less ownership

Funds ownership: 21.65% → 20.36% (-1.3%)

Holders
50
Holders Change
+3
Holders Change %
+6.38%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$1.4M
2
LPL Financial
LPL Financial
California
+$707K
3
AAM
Advisors Asset Management
Colorado
+$599K
4
Corient Private Wealth
Corient Private Wealth
Florida
+$421K
5
GC
Guggenheim Capital
Illinois
+$347K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.12M
2
RCM
Rivernorth Capital Management
Florida
-$2.54M
3
HWAM
Hennion & Walsh Asset Management
New Jersey
-$1.22M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$505K
5
SFS
Shaker Financial Services
Virginia
-$313K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.94M +$182K +11,733 +2%
SIA
2
Sit Investment Associates
Minnesota
$6.14M -$3.12M -200,753 -34%
TCMG
3
TSP Capital Management Group
New Jersey
$5.83M -$38.2K -2,458 -0.6%
Invesco
4
Invesco
Georgia
$5.68M -$161K -10,377 -3%
Cohen & Steers
5
Cohen & Steers
New York
$5.55M +$1.4M +90,000 +33%
GC
6
Guggenheim Capital
Illinois
$4.57M +$347K +22,344 +8%
Morgan Stanley
7
Morgan Stanley
New York
$4.38M -$243K -15,636 -5%
Raymond James Financial
8
Raymond James Financial
Florida
$3.6M +$3.62M +233,190 New
CIA
9
Capital Investment Advisors
Georgia
$2.86M -$182K -11,688 -6%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$2.21M -$1.22M -78,572 -35%
Bank of America
11
Bank of America
North Carolina
$1.14M +$69.6K +4,479 +6%
CPRC
12
Consolidated Portfolio Review Corp
New York
$1.13M +$12.7K +816 +1%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$855K +$106K +6,837 +14%
CP
14
Camelot Portfolios
Ohio
$802K -$183K -11,749 -18%
SFS
15
Shaker Financial Services
Virginia
$790K -$313K -20,141 -28%
NA
16
NewEdge Advisors
Louisiana
$720K -$23.3K -1,500 -3%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$708K -$505K -32,512 -42%
LPL Financial
18
LPL Financial
California
$703K +$707K +45,529 New
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$640K +$206K +13,283 +47%
AAM
20
Advisors Asset Management
Colorado
$595K +$599K +38,550 New
First Trust Advisors
21
First Trust Advisors
Illinois
$495K +$8.15K +525 +2%
SAM
22
Secure Asset Management
Michigan
$468K -$257K -16,558 -35%
Osaic Holdings
23
Osaic Holdings
Arizona
$447K -$27.9K -1,798 -6%
JFG
24
Jefferies Financial Group
New York
$434K +$29K +1,866 +7%
Corient Private Wealth
25
Corient Private Wealth
Florida
$418K +$421K +27,085 New
1
2 3

BGH Hedge Fund Activity: Q4 2024 in Review

50 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q4 2024, worth a combined $63.1M — down 4.3% from $65.9M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BGH positions and 2 closed out — a net gain of 5 holders — while 16 added to existing stakes and 16 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $1.4M. The largest seller was Sit Investment Associates, cutting an estimated $3.12M.

  • 50 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q4 2024, up from 47 in Q3 2024.
  • Funds reported $63.1M of Barings Global Short Duration High Yield Fund stock for Q4 2024, down 4.3% quarter-over-quarter.
  • 7 funds opened new Barings Global Short Duration High Yield Fund positions in Q4 2024 and 2 closed out, a net change of +5 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q4 2024 was Cohen & Steers, an estimated $1.4M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q4 2024 was Sit Investment Associates, an estimated $3.12M sold.

Based on aggregated 13F filings for Q4 2024.