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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 $53.5M in total; no superinvestor holds it.

13F holders, Q1 2021

Institutional positions in Barings Global Short Duration High Yield Fund as of Mar 31, 2021. 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
53
No complete 13F data for Q4 2020
Shares held
4.47M
No complete 13F data for Q4 2020
Total value
$71.9M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 53 institutions
Q1 2021: 53 institutionsQ2 2021: 49 institutionsQ3 2021: 51 institutionsQ4 2021: 55 institutionsQ1 2022: 65 institutionsQ2 2022: 62 institutionsQ3 2022: 61 institutionsQ4 2022: 57 institutionsQ1 2023: 57 institutionsQ2 2023: 50 institutionsQ3 2023: 59 institutionsQ4 2023: 55 institutionsQ1 2024: 49 institutionsQ2 2024: 53 institutionsQ3 2024: 47 institutionsQ4 2024: 50 institutionsQ1 2025: 46 institutionsQ2 2025: 48 institutionsQ3 2025: 54 institutionsQ4 2025: 50 institutionsQ1 2026: 51 institutionsQ2 2026: 54 institutions
Value heldQ1 2021: $71.9M
Q1 2021: $71.9MQ2 2021: $83.1MQ3 2021: $85.3MQ4 2021: $97.3MQ1 2022: $98.6MQ2 2022: $84.1MQ3 2022: $77.5MQ4 2022: $82.5MQ1 2023: $77.1MQ2 2023: $73.2MQ3 2023: $70.5MQ4 2023: $77.3MQ1 2024: $74.6MQ2 2024: $74.1MQ3 2024: $65.9MQ4 2024: $63.1MQ1 2025: $57.4MQ2 2025: $63.9MQ3 2025: $54.7MQ4 2025: $53.8MQ1 2026: $51.6MQ2 2026: $53.5M
Institutions holding BGH and their total value by quarter
QuarterHoldersValue
Q2 202654$53.5M
Q1 202651$51.6M
Q4 202550$53.8M
Q3 202554$54.7M
Q2 202548$63.9M
Q1 202546$57.4M
Q4 202450$63.1M
Q3 202447$65.9M
Q2 202453$74.1M
Q1 202449$74.6M
Q4 202355$77.3M
Q3 202359$70.5M
Q2 202350$73.2M
Q1 202357$77.1M
Q4 202257$82.5M
Q3 202261$77.5M
Q2 202262$84.1M
Q1 202265$98.6M
Q4 202155$97.3M
Q3 202151$85.3M
Q2 202149$83.1M
Q1 202153$71.9M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding BGH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sit Investment Associates Inc645,874$10.4M0.27%––
Wells Fargo & Company577,774$9.29M0.00%––
Rivernorth Capital Management, LLC526,265$8.46M0.51%––
Morgan Stanley454,947$7.32M0.00%––
TSP Capital Management Group, LLC375,976$6.05M2.13%––
Invesco Ltd.269,919$4.34M0.00%––
Guggenheim Capital LLC269,454$4.33M0.03%––
First Trust Advisors LP134,866$2.17M0.00%––
Shaker Financial Services, LLC127,437$2.05M0.82%––
Raymond James & Associates126,479$2.03M0.00%––
UBS Group AG86,143$1.39M0.00%––
Bank of America Corp76,145$1.22M0.00%––
Mid Atlantic Financial Management Inc75,023$1.21M0.09%––
Advisor Group Holdings, Inc.71,738$1.15M0.00%––
Capital Investment Advisors, LLC65,650$1.06M0.04%––
Truist Financial Corp52,713$848.0K0.00%––
Hennion & Walsh Asset Management, Inc.49,731$800.0K0.05%––
6 Meridian44,172$710.0K0.06%––
Thrivent Financial for Lutherans40,315$648.0K0.00%––
Raymond James Financial Services Advisors, Inc.36,205$582.0K0.00%––
Parametric Portfolio Associates LLC29,126$468.0K0.00%––
Jefferies Group LLC25,016$402.3K0.01%––
Cetera Investment Advisers22,938$369.0K0.01%––
CNH Partners LLC22,248$358.0K0.01%––
SeaCrest Wealth Management, LLC20,388$328.0K0.04%––
Matisse Capital18,888$303.0K0.09%––
Clear Harbor Asset Management, LLC17,755$286.0K0.04%––
Royal Bank of Canada16,707$268.0K0.00%––
LPL Financial LLC16,031$258.0K0.00%––
FourThought Financial, LLC14,245$229.0K0.03%––
Cambridge Investment Research Advisors, Inc.13,142$211.0K0.00%––
Vicus Capital13,045$210.0K0.02%––
We Are One Seven, LLC12,904$207.0K0.04%––
Transcend Wealth Collective, LLC12,917$207.0K0.02%––
Susquehanna International Group, LLP11,352$183.0K0.00%––
Advisory Services Network, LLC11,289$182.0K0.01%––
Beacon Harbor Wealth Advisors, Inc.11,000$177.0K0.07%––
Stifel Financial Corp10,079$162.0K0.00%––
Barings LLC9,767$157.0K0.00%––
Graves-Light Private Wealth Management, Inc.8,000$129.0K0.02%––
Carolinas Wealth Consulting LLC7,333$119.0K0.03%––
Carroll Financial Associates, Inc.6,788$109.0K0.01%––
Steward Partners Investment Advisory, LLC6,344$102.0K0.00%––
Harbour Investments, Inc.5,000$80.0K0.00%––
Rockefeller Capital Management L.P.5,000$80.0K0.00%––
American Portfolios Advisors4,525$72.8K0.00%––
FNY Investment Advisers, LLC3,976$63.0K0.02%––
Glen Eagle Advisors, LLC2,200$35.4K0.01%––
SOA Wealth Advisors, LLC.2,236$35.0K0.01%––
Wolverine Asset Management LLC1,976$31.0K0.00%––
Tfo-TDC, LLC999$16.0K0.00%––
Ameritas Investment Company, LLC200$3.22K0.00%––
FMR LLC1$00.00%––