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BGH

Barings Global Short Duration High Yield Fund

46 hedge funds and large institutions have $57.4M invested in Barings Global Short Duration High Yield Fund in 2025 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 16 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 17

1.45% less ownership

Funds ownership: 20.36%18.91% (-1.5%)

8% less funds holding

Funds holding: 5046 (-4)

9% less capital invested

Capital invested by funds: $63.1M → $57.4M (-$5.7M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

Holders
46
Holders Change
-4
Holders Change %
-8%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
16
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$7.93M +$163K +10,412 +2%
Invesco
2
Invesco
Georgia
$5.55M -$19.7K -1,258 -0.3%
TCMG
3
TSP Capital Management Group
New Jersey
$5.08M -$656K -41,840 -11%
Cohen & Steers
4
Cohen & Steers
New York
$4.99M -$460K -29,319 -8%
GC
5
Guggenheim Capital
Illinois
$4.46M -$18.4K -1,171 -0.4%
Morgan Stanley
6
Morgan Stanley
New York
$3.68M -$624K -39,787 -14%
Raymond James Financial
7
Raymond James Financial
Florida
$3.58M +$58K +3,700 +2%
SIA
8
Sit Investment Associates
Minnesota
$3.15M -$2.97M -189,138 -48%
CIA
9
Capital Investment Advisors
Georgia
$2.61M -$204K -12,996 -7%
HWAM
10
Hennion & Walsh Asset Management
New Jersey
$1.87M -$310K -19,792 -14%
SFS
11
Shaker Financial Services
Virginia
$1.5M +$748K +47,689 +94%
Bank of America
12
Bank of America
North Carolina
$1.22M +$111K +7,056 +10%
CP
13
Camelot Portfolios
Ohio
$1.08M +$308K +19,637 +38%
CPRC
14
Consolidated Portfolio Review Corp
New York
$970K -$137K -8,767 -12%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$943K +$110K +7,000 +13%
LPL Financial
16
LPL Financial
California
$845K +$163K +10,367 +23%
AAM
17
Advisors Asset Management
Colorado
$838K +$264K +16,854 +44%
NA
18
NewEdge Advisors
Louisiana
$675K -$31.4K -2,000 -4%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$672K -$21.3K -1,357 -3%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$658K +$31.7K +2,024 +5%
SAM
21
Secure Asset Management
Michigan
$469K +$10.3K +657 +2%
First Trust Advisors
22
First Trust Advisors
Illinois
$446K -$39.9K -2,548 -8%
Corient Private Wealth
23
Corient Private Wealth
Florida
$410K
Osaic Holdings
24
Osaic Holdings
Arizona
$403K -$35.8K -2,281 -8%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$379K -$2.6K -166 -0.7%

BGH Hedge Fund Activity: Q1 2025 in Review

46 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q1 2025, worth a combined $57.4M — down 9% from $63.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BGH and 1 opened new positions — a net loss of 4 holders — while 17 trimmed existing stakes and 16 added.

The largest buyer was Shaker Financial Services, adding an estimated $748K. The largest seller was Sit Investment Associates, cutting an estimated $2.97M.

  • 46 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q1 2025, down from 50 in Q4 2024.
  • Funds reported $57.4M of Barings Global Short Duration High Yield Fund stock for Q1 2025, down 9% quarter-over-quarter.
  • 1 fund opened new Barings Global Short Duration High Yield Fund positions in Q1 2025 and 5 closed out, a net change of -4 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q1 2025 was Shaker Financial Services, an estimated $748K added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q1 2025 was Sit Investment Associates, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2025.