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, Q4 2021
Institutional positions in Barings Global Short Duration High Yield Fund as of Dec 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
- 55
- +5 vs. Q3 2021
- Shares held
- 5.22M
- +674.6K (+14.9%) vs. Q3 2021
- Total value
- $97.3M
- +$13.1M (+15.6%) vs. Q3 2021
- New holders
- 10
- 19 more added
- Sold out
- 5
- 15 more reduced
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2021: 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 | $53.5M |
| Q1 2026 | 51 | $51.6M |
| Q4 2025 | 50 | $53.8M |
| Q3 2025 | 54 | $54.7M |
| Q2 2025 | 48 | $63.9M |
| Q1 2025 | 46 | $57.4M |
| Q4 2024 | 50 | $63.1M |
| Q3 2024 | 47 | $65.9M |
| Q2 2024 | 53 | $74.1M |
| Q1 2024 | 49 | $74.6M |
| Q4 2023 | 55 | $77.3M |
| Q3 2023 | 59 | $70.5M |
| Q2 2023 | 50 | $73.2M |
| Q1 2023 | 57 | $77.1M |
| Q4 2022 | 57 | $82.5M |
| Q3 2022 | 61 | $77.5M |
| Q2 2022 | 62 | $84.1M |
| Q1 2022 | 65 | $98.6M |
| Q4 2021 | 55 | $97.3M |
| Q3 2021 | 51 | $85.3M |
| Q2 2021 | 49 | $83.1M |
| Q1 2021 | 53 | $71.9M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Future Financial Wealth Managment LLC | 800 | $14.0K | 0.01% | +800 | New |
| Fortitude Advisory Group L.L.C. | 1,630 | $28.0K | 0.01% | +1,630 | New |
| Retirement Planning Co of New England, Inc. | 1,866 | $32.0K | 0.02% | +1,866 | New |
| SOA Wealth Advisors, LLC. | 2,236 | $37.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,200 | $38.1K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,800 | $49.0K | 0.00% | +2,800 | New |
| Carolinas Wealth Consulting LLC | 4,253 | $74.0K | 0.02% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,525 | $78.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,000 | $86.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 8,000 | $139.0K | 0.02% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 8,644 | $150.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 9,722 | $168.0K | 0.00% | −1,026−9.5% | Reduced |
| Vicus Capital | 10,333 | $170.0K | 0.02% | +149+1.5% | Added |
| Bluefin Capital Management, LLC | 10,008 | $174.0K | 0.01% | +10,008 | New |
| Janney Montgomery Scott LLC | 10,275 | $178.0K | 0.00% | −91−0.9% | Reduced |
| Barings LLC | 10,331 | $179.0K | 0.00% | +190+1.9% | Added |
| MML Investors Services, LLC | 11,373 | $197.0K | 0.00% | +11,373 | New |
| We Are One Seven, LLC | 12,073 | $209.0K | 0.02% | −885−6.8% | Reduced |
| Advisory Services Network, LLC | 12,931 | $224.0K | 0.01% | −605−4.5% | Reduced |
| Transcend Wealth Collective, LLC | 12,917 | $224.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 13,352 | $232.0K | 0.00% | −230−1.7% | Reduced |
| Stifel Financial Corp | 13,961 | $242.0K | 0.00% | −1,415−9.2% | Reduced |
| FourThought Financial, LLC | 13,993 | $243.0K | 0.03% | −958−6.4% | Reduced |
| Lazard Asset Management LLC | – | $260.0K | 0.00% | – | New |
| Emfo, LLC | 17,650 | $306.0K | 0.27% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,238 | $316.0K | 0.00% | −1,600−8.1% | Reduced |
| LPL Financial LLC | 18,407 | $319.0K | 0.00% | −2,495−11.9% | Reduced |
| Matisse Capital | 18,888 | $328.0K | 0.23% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 19,797 | $343.0K | 0.00% | +3,775+23.6% | Added |
| Truist Financial Corp | 20,896 | $362.0K | 0.00% | −1,174−5.3% | Reduced |
| Clear Harbor Asset Management, LLC | 21,535 | $373.0K | 0.04% | −25−0.1% | Reduced |
| BHK Investment Advisors, LLC | 25,050 | $434.0K | 0.17% | +6,338+33.9% | Added |
| Foresight Wealth Management, LLC | 27,499 | $477.0K | 0.18% | +27,499 | New |
| Raymond James Financial Services Advisors, Inc. | 35,241 | $611.0K | 0.00% | +736+2.1% | Added |
| Jefferies Group LLC | 40,051 | $694.5K | 0.01% | −6,611−14.2% | Reduced |
| Advisor Group Holdings, Inc. | 58,542 | $1.01M | 0.00% | +800+1.4% | Added |
| GWM Advisors LLC | 65,139 | $1.13M | 0.02% | +65,139 | New |
| Thrivent Financial for Lutherans | 65,429 | $1.14M | 0.00% | +1,201+1.9% | Added |
| Capital Investment Advisors, LLC | 67,365 | $1.17M | 0.04% | −1,764−2.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 80,147 | $1.39M | 0.00% | +1,529+1.9% | Added |
| Bank of America Corp | 82,326 | $1.43M | 0.00% | +1,365+1.7% | Added |
| First Trust Advisors LP | 145,997 | $2.53M | 0.00% | +196+0.1% | Added |
| Hennion & Walsh Asset Management, Inc. | 151,703 | $2.63M | 0.13% | +37,361+32.7% | Added |
| GraniteShares Advisors LLC | 153,614 | $2.66M | 1.23% | +153,614 | New |
| UBS Group AG | 158,668 | $2.75M | 0.00% | +12,668+8.7% | Added |
| Raymond James & Associates | 168,617 | $2.92M | 0.00% | +367+0.2% | Added |
| Shaker Financial Services, LLC | 233,217 | $4.04M | 1.43% | +52,408+29.0% | Added |
| Cohen & Steers, Inc. | 266,618 | $4.62M | 0.01% | +13,873+5.5% | Added |
| Guggenheim Capital LLC | 273,646 | $4.75M | 0.02% | +6,352+2.4% | Added |
| TSP Capital Management Group, LLC | – | $6.58M | 2.20% | – | – |
| Invesco Ltd. | 442,481 | $7.67M | 0.00% | +57,189+14.8% | Added |
| Morgan Stanley | 453,439 | $7.86M | 0.00% | −81,953−15.3% | Reduced |
| Rivernorth Capital Management, LLC | 456,969 | $7.92M | 0.32% | +258,227+129.9% | Added |
| Wells Fargo & Company | 560,205 | $9.71M | 0.00% | −89,100−13.7% | Reduced |
| Sit Investment Associates Inc | 886,445 | $15.4M | 0.36% | +151,003+20.5% | Added |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −9,214−100.0% | Sold out |
| Carroll Financial Associates, Inc. | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| Citigroup Inc | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |