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