Barings Global Short Duration High Yield Fund
BGH- Exchange
- NYSE
- SEC CIK
- 0001521404
No open-market purchases or sales by Barings Global Short Duration High Yield Fund insiders were filed in the last 90 days; 54 institutions reported holding it in 13F filings for Q2 2026, worth $53.7M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Barings Global Short Duration High Yield Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 54
- +4 vs. Q1 2026
- Shares held
- 3.81M
- +442.7K (+13.2%) vs. Q1 2026
- Total value
- $53.7M
- +$2.13M (+4.1%) vs. Q1 2026
- New holders
- 9
- 20 more added
- Sold out
- 5
- 14 more reduced
1 institution that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BGH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 54 | $53.7M |
| Q1 2026 | 51 | $51.6M |
| Q4 2025 | 50 | $54.3M |
| Q3 2025 | 54 | $54.7M |
| Q2 2025 | 48 | $64.8M |
| Q1 2025 | 46 | $57.4M |
| Q4 2024 | 50 | $63.1M |
| Q3 2024 | 47 | $65.9M |
| Q2 2024 | 53 | $74.1M |
| Q1 2024 | 49 | $82.0M |
| Q4 2023 | 55 | $85.1M |
| Q3 2023 | 59 | $70.5M |
| Q2 2023 | 50 | $73.2M |
| Q1 2023 | 57 | $77.1M |
| Q4 2022 | 57 | $82.6M |
| Q3 2022 | 61 | $77.5M |
| Q2 2022 | 62 | $84.1M |
| Q1 2022 | 65 | $98.6M |
| Q4 2021 | 55 | $97.5M |
| Q3 2021 | 51 | $85.3M |
| Q2 2021 | 49 | $83.1M |
| Q1 2021 | 53 | $72.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 577,327 | $8.14M | 0.00% | −73,889−11.3% | Reduced |
| TSP Capital Management Group, LLC | 402,228 | $5.67M | 1.36% | – | – |
| Guggenheim Capital LLC | 327,822 | $4.62M | 0.03% | +20,193+6.6% | Added |
| Invesco Ltd. | 299,826 | $4.23M | 0.00% | −36,736−10.9% | Reduced |
| Raymond James Financial Inc | 249,812 | $3.52M | 0.00% | +81,521+48.4% | Added |
| Cohen & Steers, Inc. | 216,013 | $3.05M | 0.00% | +30,000+16.1% | Added |
| Shaker Financial Services, LLC | 188,748 | $2.68M | 0.84% | −32,510−14.7% | Reduced |
| Capital Investment Advisors, LLC | 154,817 | $2.18M | 0.03% | −2,129−1.4% | Reduced |
| Morgan Stanley | 139,841 | $1.97M | 0.00% | −49,698−26.2% | Reduced |
| PFG Investments, LLC | 108,068 | $1.52M | 0.06% | −600−0.6% | Reduced |
| Wolverine Asset Management LLC | 82,572 | $1.16M | 0.02% | +31,588+62.0% | Added |
| GWM Advisors LLC | 79,957 | $1.13M | 0.00% | +13,227+19.8% | Added |
| Advisors Asset Management, Inc. | 68,784 | $969.9K | 0.01% | +15,096+28.1% | Added |
| CI Private Wealth, LLC | 68,256 | $962.4K | 0.00% | +33,821+98.2% | Added |
| Secure Asset Management, LLC | 63,488 | $895.2K | 0.13% | −22,735−26.4% | Reduced |
| Janney Montgomery Scott LLC | 62,376 | $880.0K | 0.00% | −8,238−11.7% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 61,799 | $871.4K | 0.02% | +45,638+282.4% | Added |
| Cetera Investment Advisers | 58,245 | $821.3K | 0.00% | +20,655+54.9% | Added |
| Bank of America Corp | 56,018 | $789.9K | 0.00% | −6,280−10.1% | Reduced |
| Royal Bank of Canada | 53,874 | $759.0K | 0.00% | −9,389−14.8% | Reduced |
| LPL Financial LLC | 49,237 | $694.2K | 0.00% | +5,252+11.9% | Added |
| Cambridge Investment Research Advisors, Inc. | 28,112 | $396.0K | 0.00% | +14,905+112.9% | Added |
| Jefferies Financial Group Inc. | 25,943 | $365.8K | 0.00% | +7,648+41.8% | Added |
| First Trust Advisors LP | 25,615 | $361.2K | 0.00% | −964−3.6% | Reduced |
| Camelot Portfolios, LLC | 25,032 | $353.0K | 0.25% | +25,032 | New |
| Baird Financial Group, Inc. | 24,684 | $348.0K | 0.00% | −232−0.9% | Reduced |
| Thrivent Financial for Lutherans | 23,795 | $336.0K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 22,897 | $322.8K | 0.06% | +322+1.4% | Added |
| Advisor Group Holdings, Inc. | 22,340 | $315.1K | 0.00% | +1,481+7.1% | Added |
| Jane Street Group, LLC | 18,670 | $263.2K | 0.00% | +18,670 | New |
| UBS Group AG | 18,163 | $256.1K | 0.00% | +12,082+198.7% | Added |
| MML Investors Services, LLC | 16,518 | $232.9K | 0.00% | +1,083+7.0% | Added |
| Caldwell Sutter Capital, Inc. | 16,400 | $231.2K | 0.09% | 00.0% | Unchanged |
| Barings LLC | 16,331 | $230.3K | 0.00% | +420+2.6% | Added |
| Readystate Asset Management LP | 15,823 | $223.1K | 0.01% | −67,794−81.1% | Reduced |
| Oppenheimer & Co Inc | 13,614 | $192.0K | 0.00% | +153+1.1% | Added |
| Envestnet Asset Management Inc | 12,806 | $180.6K | 0.00% | +12,806 | New |
| Two Sigma Securities, LLC | 12,362 | $174.3K | 0.02% | +12,362 | New |
| Fifth Third Bancorp | 12,000 | $169.2K | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 11,910 | $167.9K | 0.00% | +11,910 | New |
| XTX Topco Ltd | 11,093 | $156.4K | 0.00% | +11,093 | New |
| Concurrent Investment Advisors, LLC | 10,636 | $150.0K | 0.00% | +10,636 | New |
| Founders Financial Alliance, LLC | 10,538 | $148.6K | 0.02% | +22+0.2% | Added |
| Mount Yale Investment Advisors, LLC | 10,000 | $142.2K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,000 | $141.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,800 | $95.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 3,930 | $55.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3,600 | $50.8K | 0.00% | −2,500−41.0% | Reduced |
| Clear Street Group Inc. | 3,334 | $47.0K | 0.00% | +3,334 | New |
| SOA Wealth Advisors, LLC. | 2,737 | $38.6K | 0.01% | +70+2.6% | Added |
| Northwestern Mutual Wealth Management Co | 1,837 | $25.9K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $11.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 527 | $7.43K | 0.00% | +527 | New |
| Highline Wealth Partners LLC | 200 | $2.82K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −26,393−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −20,732−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| CWM, LLC | – | – | – | – | Not filed |