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BGH

Barings Global Short Duration High Yield Fund

54 hedge funds and large institutions have $54.7M invested in Barings Global Short Duration High Yield Fund in 2025 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

15% more funds holding

Funds holding: 4754 (+7)

2.23% more ownership

Funds ownership: 19.03%21.26% (+2.2%)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

14% less capital invested

Capital invested by funds: $63.9M → $54.7M (-$9.24M)

Holders
54
Holders Change
+7
Holders Change %
+14.89%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
14
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$9.84M +$123K +7,663 +1%
Invesco
2
Invesco
Georgia
$6.24M -$1.03M -63,981 -14%
TCMG
3
TSP Capital Management Group
New Jersey
$5.1M +$5.3M +329,932 New
GC
4
Guggenheim Capital
Illinois
$4.45M -$196K -12,231 -4%
Raymond James Financial
5
Raymond James Financial
Florida
$3.25M -$775K -48,243 -19%
Cohen & Steers
6
Cohen & Steers
New York
$2.88M -$1.31M -81,484 -30%
CIA
7
Capital Investment Advisors
Georgia
$2.53M -$120K -7,500 -4%
Morgan Stanley
8
Morgan Stanley
New York
$2.46M -$962K -59,868 -27%
JWCA
9
J.W. Cole Advisors
Florida
$1.52M +$1.39M +86,322 +707%
AWA
10
Adapt Wealth Advisors
Georgia
$1.37M +$1.43M +88,800 New
SAM
11
Secure Asset Management
Michigan
$1.33M +$260K +16,198 +23%
NA
12
NewEdge Advisors
Louisiana
$1.05M +$385K +23,981 +55%
NP
13
Nilsine Partners
Colorado
$959K +$22.7K +1,413 +2%
LPL Financial
14
LPL Financial
California
$945K -$963K -59,930 -50%
Bank of America
15
Bank of America
North Carolina
$906K -$69.3K -4,314 -7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$894K -$41.9K -2,611 -4%
AAM
17
Advisors Asset Management
Colorado
$834K -$3.04K -189 -0.3%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$829K +$88.9K +5,532 +12%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$701K +$5.12K +319 +0.7%
HWAM
20
Hennion & Walsh Asset Management
New Jersey
$647K -$527K -32,798 -44%
First Trust Advisors
21
First Trust Advisors
Illinois
$451K +$7.58K +472 +2%
Corient Private Wealth
22
Corient Private Wealth
Florida
$419K
Baird Financial Group
23
Baird Financial Group
Wisconsin
$383K
Ameriprise
24
Ameriprise
Minnesota
$371K +$386K +24,000 New
Thrivent Financial for Lutherans
25
Thrivent Financial for Lutherans
Minnesota
$368K

BGH Hedge Fund Activity: Q3 2025 in Review

54 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Barings Global Short Duration High Yield Fund (BGH) for Q3 2025, worth a combined $54.7M — down 14% from $63.9M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BGH positions and 7 closed out — a net gain of 7 holders — while 14 added to existing stakes and 15 trimmed.

The largest buyer was Gridiron Partners, opening a new position worth an estimated $11.9M. The largest seller was Sit Investment Associates, exiting entirely with an estimated $4.03M sold.

  • 54 institutional investors held Barings Global Short Duration High Yield Fund (BGH) as of Q3 2025, up from 47 in Q2 2025.
  • Funds reported $54.7M of Barings Global Short Duration High Yield Fund stock for Q3 2025, down 14% quarter-over-quarter.
  • 14 funds opened new Barings Global Short Duration High Yield Fund positions in Q3 2025 and 7 closed out, a net change of +7 holders.
  • The largest Barings Global Short Duration High Yield Fund buyer in Q3 2025 was Gridiron Partners, an estimated $11.9M added.
  • The largest Barings Global Short Duration High Yield Fund seller in Q3 2025 was Sit Investment Associates, an estimated $4.03M sold.

Based on aggregated 13F filings for Q3 2025.