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BGH

Barings Global Short Duration High Yield Fund

47 hedge funds and large institutions have $63.9M invested in Barings Global Short Duration High Yield Fund in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

11% more capital invested

Capital invested by funds: $57.4M → $63.9M (+$6.54M)

2% more funds holding

Funds holding: 4647 (+1)

0.12% more ownership

Funds ownership: 18.91%19.03% (+0.12%)

Holders
47
Holders Change
+1
Holders Change %
+2.17%
% of All Funds
0.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
16
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.69M +$1.52M +104,446 +20%
Invesco
2
Invesco
Georgia
$7.2M +$1.47M +100,581 +27%
TCMG
3
TSP Capital Management Group
New Jersey
$5.08M -$4.9M -335,901 Closed
GC
4
Guggenheim Capital
Illinois
$4.62M +$76.6K +5,249 +2%
Cohen & Steers
5
Cohen & Steers
New York
$4.12M -$910K -62,355 -19%
SIA
6
Sit Investment Associates
Minnesota
$4.03M +$780K +53,471 +26%
Raymond James Financial
7
Raymond James Financial
Florida
$3.98M +$310K +21,253 +9%
Morgan Stanley
8
Morgan Stanley
New York
$3.37M -$357K -24,480 -10%
SFS
9
Shaker Financial Services
Virginia
$2.71M +$1.11M +76,121 +77%
CIA
10
Capital Investment Advisors
Georgia
$2.63M -$22.5K -1,545 -0.9%
LPL Financial
11
LPL Financial
California
$1.86M +$951K +65,154 +117%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$1.15M -$711K -48,738 -40%
CP
13
Camelot Portfolios
Ohio
$1.12M +$14.1K +965 +1%
SAM
14
Secure Asset Management
Michigan
$1.08M +$569K +38,967 +126%
CPRC
15
Consolidated Portfolio Review Corp
New York
$989K +$1.34K +92 +0.1%
Bank of America
16
Bank of America
North Carolina
$969K -$260K -17,827 -22%
NP
17
Nilsine Partners
Colorado
$933K +$884K +60,593 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$931K -$28.2K -1,930 -3%
AAM
19
Advisors Asset Management
Colorado
$833K -$18.9K -1,293 -2%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$741K +$67.1K +4,601 +11%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$694K +$8.46K +580 +1%
NA
22
NewEdge Advisors
Louisiana
$677K -$10.2K -700 -2%
First Trust Advisors
23
First Trust Advisors
Illinois
$442K -$11.6K -792 -3%
Corient Private Wealth
24
Corient Private Wealth
Florida
$417K
Baird Financial Group
25
Baird Financial Group
Wisconsin
$381K -$4.38K -300 -1%

BGH Hedge Fund Activity: Q2 2025 in Review

47 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q2 2025, worth a combined $63.9M — up 11% from $57.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new BGH positions and 4 closed out — a net gain of 1 holder — while 16 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.52M. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $4.9M sold.

  • 47 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q2 2025, up from 46 in Q1 2025.
  • Funds reported $63.9M of Barings Global Short Duration High Yield Fund stock for Q2 2025, up 11% quarter-over-quarter.
  • 5 funds opened new Barings Global Short Duration High Yield Fund positions in Q2 2025 and 4 closed out, a net change of +1 holder.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q2 2025 was Wells Fargo, an estimated $1.52M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q2 2025 was TSP Capital Management Group, an estimated $4.9M sold.

Based on aggregated 13F filings for Q2 2025.