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 2022
Institutional positions in Barings Global Short Duration High Yield Fund as of Mar 31, 2022. 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
- 65
- +10 vs. Q4 2021
- Shares held
- 5.99M
- +768.7K (+14.7%) vs. Q4 2021
- Total value
- $98.6M
- +$1.30M (+1.3%) vs. Q4 2021
- New holders
- 14
- 20 more added
- Sold out
- 4
- 18 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 884,654 | $13.7M | 0.37% | −1,791−0.2% | Reduced |
| Rivernorth Capital Management, LLC | 648,799 | $10.1M | 0.38% | +191,830+42.0% | Added |
| Morgan Stanley | 509,086 | $7.89M | 0.00% | +55,647+12.3% | Added |
| Invesco Ltd. | 497,696 | $7.71M | 0.00% | +55,215+12.5% | Added |
| Wells Fargo & Company | 497,365 | $7.71M | 0.00% | −62,840−11.2% | Reduced |
| TSP Capital Management Group, LLC | – | $5.84M | 1.97% | – | – |
| Cohen & Steers, Inc. | 266,618 | $4.13M | 0.01% | 00.0% | Unchanged |
| Shaker Financial Services, LLC | 249,476 | $3.87M | 1.46% | +16,259+7.0% | Added |
| Guggenheim Capital LLC | 238,232 | $3.69M | 0.02% | −35,414−12.9% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 175,925 | $2.73M | 0.14% | +24,222+16.0% | Added |
| GraniteShares Advisors LLC | 168,568 | $2.61M | 1.42% | +14,954+9.7% | Added |
| Raymond James & Associates | 160,937 | $2.49M | 0.00% | −7,680−4.6% | Reduced |
| Saba Capital Management, L.P. | 153,555 | $2.38M | 0.04% | +153,555 | New |
| First Trust Advisors LP | 145,056 | $2.25M | 0.00% | −941−0.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 107,505 | $1.67M | 0.00% | +27,358+34.1% | Added |
| Vivaldi Capital Management, LLC | 118,839 | $1.65M | 0.43% | +118,839 | New |
| Envestnet Asset Management Inc | 92,977 | $1.44M | 0.00% | +92,977 | New |
| UBS Group AG | 83,944 | $1.30M | 0.00% | −74,724−47.1% | Reduced |
| Bank of America Corp | 80,526 | $1.25M | 0.00% | −1,800−2.2% | Reduced |
| Park Avenue Securities LLC | 77,975 | $1.21M | 0.02% | +77,975 | New |
| Thrivent Financial for Lutherans | 68,928 | $1.07M | 0.00% | +3,499+5.3% | Added |
| Capital Investment Advisors, LLC | 67,515 | $1.05M | 0.03% | +150+0.2% | Added |
| GWM Advisors LLC | 59,739 | $926.0K | 0.02% | −5,400−8.3% | Reduced |
| Advisor Group Holdings, Inc. | 54,018 | $838.0K | 0.00% | −4,524−7.7% | Reduced |
| Parametric Portfolio Associates LLC | 49,622 | $769.0K | 0.00% | +49,622 | New |
| Clear Harbor Asset Management, LLC | 37,435 | $580.0K | 0.07% | +15,900+73.8% | Added |
| Jefferies Group LLC | 35,611 | $552.0K | 0.01% | −4,440−11.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 30,291 | $470.0K | 0.00% | −4,950−14.0% | Reduced |
| Hightower 6M Holding, LLC | 27,410 | $425.0K | 0.03% | +27,410 | New |
| Wolverine Asset Management LLC | 27,150 | $420.0K | 0.01% | +27,150 | New |
| BHK Investment Advisors, LLC | 25,090 | $389.0K | 0.16% | +40+0.2% | Added |
| Royal Bank of Canada | 24,879 | $385.0K | 0.00% | +15,157+155.9% | Added |
| Baird Financial Group, Inc. | 23,136 | $359.0K | 0.00% | +3,339+16.9% | Added |
| Cetera Investment Advisers | 19,269 | $299.0K | 0.00% | +1,031+5.7% | Added |
| Matisse Capital | 18,888 | $293.0K | 0.27% | 00.0% | Unchanged |
| McRae Capital Management Inc | 17,844 | $277.0K | 0.06% | +17,844 | New |
| LPL Financial LLC | 15,453 | $240.0K | 0.00% | −2,954−16.0% | Reduced |
| Stifel Financial Corp | 15,456 | $240.0K | 0.00% | +1,495+10.7% | Added |
| Steward Partners Investment Advisory, LLC | 14,044 | $218.0K | 0.00% | +5,400+62.5% | Added |
| Logan Stone Capital, LLC | 13,800 | $214.0K | 0.15% | +13,800 | New |
| MML Investors Services, LLC | 13,106 | $203.0K | 0.00% | +1,733+15.2% | Added |
| Transcend Wealth Collective, LLC | 12,917 | $200.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 12,694 | $196.0K | 0.00% | −8,202−39.3% | Reduced |
| Advisory Services Network, LLC | 12,647 | $196.0K | 0.01% | −284−2.2% | Reduced |
| Landscape Capital Management, L.L.C. | 11,970 | $186.0K | 0.02% | +11,970 | New |
| FourThought Financial, LLC | 11,847 | $184.0K | 0.02% | −2,146−15.3% | Reduced |
| Vicus Capital | 11,373 | $176.0K | 0.02% | +1,040+10.1% | Added |
| We Are One Seven, LLC | 11,218 | $174.0K | 0.02% | −855−7.1% | Reduced |
| Integrated Capital Management, Inc. | 10,988 | $171.0K | 0.14% | +10,988 | New |
| Janney Montgomery Scott LLC | 10,636 | $165.0K | 0.00% | +361+3.5% | Added |
| Barings LLC | 10,530 | $163.0K | 0.00% | +199+1.9% | Added |
| Foresight Wealth Management, LLC | 10,272 | $159.0K | 0.06% | −17,227−62.6% | Reduced |
| Lazard Asset Management LLC | – | $155.0K | 0.00% | – | – |
| Emfo, LLC | 8,850 | $137.0K | 0.12% | −8,800−49.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,000 | $124.0K | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,000 | $77.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,525 | $70.1K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,253 | $66.0K | 0.01% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 3,620 | $56.0K | 0.00% | +3,620 | New |
| Glen Eagle Advisors, LLC | 2,200 | $34.1K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,236 | $34.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,630 | $25.0K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 800 | $12.0K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 700 | $10.0K | 0.01% | +700 | New |
| Bessemer Group Inc | 431 | $7.00K | 0.00% | +431 | New |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −13,352−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −10,008−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −1,866−100.0% | Sold out |