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, Q2 2022
Institutional positions in Barings Global Short Duration High Yield Fund as of Jun 30, 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
- 62
- −2 vs. Q1 2022
- Shares held
- 6.08M
- +144.4K (+2.4%) vs. Q1 2022
- Total value
- $84.1M
- −$13.7M (−14.0%) vs. Q1 2022
- New holders
- 6
- 20 more added
- Sold out
- 8
- 22 more reduced
1 institution that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FNY Investment Advisers, LLC | 700 | $9.00K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2,200 | $28.6K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,236 | $29.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4,253 | $56.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 4,525 | $58.9K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 5,000 | $65.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 5,533 | $72.0K | 0.01% | +5,533 | New |
| FourThought Financial, LLC | 7,696 | $100.0K | 0.01% | −4,151−35.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 8,000 | $104.0K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 8,850 | $115.0K | 0.12% | 00.0% | Unchanged |
| Lazard Asset Management LLC | – | $130.0K | 0.00% | – | – |
| Steward Partners Investment Advisory, LLC | 10,344 | $135.0K | 0.00% | −3,700−26.3% | Reduced |
| Barings LLC | 10,755 | $140.0K | 0.01% | +225+2.1% | Added |
| We Are One Seven, LLC | 11,009 | $143.0K | 0.02% | −209−1.9% | Reduced |
| Truist Financial Corp | 11,738 | $152.0K | 0.00% | −956−7.5% | Reduced |
| Integrated Capital Management, Inc. | 11,729 | $153.0K | 0.14% | +741+6.7% | Added |
| Advisory Services Network, LLC | 11,841 | $154.0K | 0.01% | −806−6.4% | Reduced |
| Landscape Capital Management, L.L.C. | 12,322 | $160.0K | 0.02% | +352+2.9% | Added |
| Transcend Wealth Collective, LLC | 12,917 | $168.0K | 0.02% | 00.0% | Unchanged |
| MML Investors Services, LLC | 13,930 | $181.0K | 0.00% | +824+6.3% | Added |
| Stifel Financial Corp | 14,241 | $185.0K | 0.00% | −1,215−7.9% | Reduced |
| Bluefin Capital Management, LLC | 15,108 | $196.0K | 0.03% | +15,108 | New |
| LPL Financial LLC | 15,172 | $197.0K | 0.00% | −281−1.8% | Reduced |
| Quantedge Capital Pte Ltd | 15,195 | $198.0K | 0.04% | +15,195 | New |
| OTA Financial Group L.P. | 16,774 | $218.0K | 0.10% | +16,774 | New |
| Royal Bank of Canada | 18,116 | $236.0K | 0.00% | −6,763−27.2% | Reduced |
| McRae Capital Management Inc | 18,227 | $237.0K | 0.06% | +383+2.1% | Added |
| CNH Partners LLC | 18,590 | $242.0K | 0.01% | +18,590 | New |
| Matisse Capital | 18,888 | $246.0K | 0.23% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 21,914 | $285.0K | 0.00% | −1,222−5.3% | Reduced |
| BHK Investment Advisors, LLC | 24,134 | $314.0K | 0.14% | −956−3.8% | Reduced |
| Cetera Investment Advisers | 25,969 | $338.0K | 0.01% | +6,700+34.8% | Added |
| Wolverine Asset Management LLC | 28,213 | $367.0K | 0.00% | +1,063+3.9% | Added |
| Raymond James Financial Services Advisors, Inc. | 30,221 | $393.0K | 0.00% | −70−0.2% | Reduced |
| Logan Stone Capital, LLC | 33,010 | $429.0K | 0.32% | +19,210+139.2% | Added |
| Jefferies Group LLC | 35,611 | $463.3K | 0.01% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 37,535 | $488.0K | 0.07% | +100+0.3% | Added |
| UBS Group AG | 46,609 | $607.0K | 0.00% | −37,335−44.5% | Reduced |
| Advisor Group Holdings, Inc. | 51,471 | $670.0K | 0.00% | −2,547−4.7% | Reduced |
| GWM Advisors LLC | 60,639 | $789.0K | 0.01% | +900+1.5% | Added |
| Camelot Portfolios, LLC | 76,243 | $992.0K | 0.60% | +76,243 | New |
| Bank of America Corp | 77,380 | $1.01M | 0.00% | −3,146−3.9% | Reduced |
| Capital Investment Advisors, LLC | 77,415 | $1.01M | 0.03% | +9,900+14.7% | Added |
| Park Avenue Securities LLC | 78,742 | $1.02M | 0.02% | +767+1.0% | Added |
| Envestnet Asset Management Inc | 88,976 | $1.16M | 0.00% | −4,001−4.3% | Reduced |
| Thrivent Financial for Lutherans | 97,928 | $1.27M | 0.00% | +29,000+42.1% | Added |
| Northwestern Mutual Wealth Management Co | 105,789 | $1.38M | 0.00% | −1,716−1.6% | Reduced |
| First Trust Advisors LP | 144,058 | $1.87M | 0.00% | −998−0.7% | Reduced |
| Raymond James & Associates | 164,592 | $2.14M | 0.00% | +3,655+2.3% | Added |
| GraniteShares Advisors LLC | 173,567 | $2.26M | 1.66% | +4,999+3.0% | Added |
| Hennion & Walsh Asset Management, Inc. | 188,920 | $2.46M | 0.15% | +12,995+7.4% | Added |
| Vivaldi Capital Management, LLC | 196,615 | $2.56M | 0.67% | +77,776+65.4% | Added |
| Guggenheim Capital LLC | 200,818 | $2.61M | 0.02% | −37,414−15.7% | Reduced |
| Saba Capital Management, L.P. | 219,709 | $2.86M | 0.04% | +66,154+43.1% | Added |
| Shaker Financial Services, LLC | 225,846 | $2.94M | 1.43% | −23,630−9.5% | Reduced |
| Cohen & Steers, Inc. | 266,618 | $3.47M | 0.01% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $4.91M | 1.93% | – | – |
| Wells Fargo & Company | 445,671 | $5.80M | 0.00% | −51,694−10.4% | Reduced |
| Invesco Ltd. | 491,914 | $6.40M | 0.00% | −5,782−1.2% | Reduced |
| Morgan Stanley | 573,602 | $7.46M | 0.00% | +64,516+12.7% | Added |
| Rivernorth Capital Management, LLC | 599,771 | $7.80M | 0.32% | −49,028−7.6% | Reduced |
| Sit Investment Associates Inc | 885,191 | $11.5M | 0.35% | +537+0.1% | Added |
| Hightower 6M Holding, LLC | 0 | $0 | 0.00% | −27,410−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,636−100.0% | Sold out |
| Foresight Wealth Management, LLC | 0 | $0 | 0.00% | −10,272−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −3,620−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −431−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |