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.
Q2 2023 vs. Q1 2023
How the institutions holding Barings Global Short Duration High Yield Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Of which not filed for Q2 2023 | Q2 2023 | Change |
|---|---|---|---|---|
| Holders | 57 | 1 | 50 | −6 |
| Shares | 5.97M | 1.25K | 5.57M | −396.9K (−6.6%) |
| Value | $77.1M | $16.0K | $73.2M | −$3.88M (−5.0%) |
1 institution that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (5)
Institutions that held Barings Global Short Duration High Yield Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| RFG Advisory, LLC | 104,906 | $1.37M | 0.06% |
| Cetera Advisor Networks LLC | 12,699 | $165.6K | 0.00% |
| Integrated Capital Management, Inc. | 12,173 | $158.7K | 0.14% |
| Rockefeller Capital Management L.P. | 7,800 | $101.7K | 0.00% |
| CWM, LLC | 971 | $13.0K | 0.00% |
Sold out (11)
Institutions that held Barings Global Short Duration High Yield Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Shaker Financial Services, LLC | 104,240 | $1.36M |
| Thomas J. Herzfeld Advisors, Inc. | 77,121 | $994.9K |
| Saba Capital Management, L.P. | 76,306 | $984.3K |
| City of London Investment Management Co Ltd | 39,476 | $511.0K |
| Wolverine Asset Management LLC | 18,915 | $244.0K |
| Logan Stone Capital, LLC | 12,863 | $165.9K |
| Daymark Wealth Partners, LLC | 11,546 | $148.9K |
| BHK Investment Advisors, LLC | 10,775 | $139.0K |
| Belpointe Asset Management LLC | 2,170 | $28.0K |
| Ameritas Advisory Services, LLC | 1,971 | $25.5K |
| Elequin Capital LP | 1,374 | $17.7K |
Not filed for Q2 2023 yet (1)
Institutions that held Barings Global Short Duration High Yield Fund at the end of Q1 2023 and haven't filed a 13F for Q2 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Householder Group Estate & Retirement Specialist, LLC | 1,251 | $16.0K |