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, Q3 2025
Institutional positions in Barings Global Short Duration High Yield Fund as of Sep 30, 2025. 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
- 54
- +6 vs. Q2 2025
- Shares held
- 4.27M
- +447.3K (+11.7%) vs. Q2 2025
- Total value
- $54.7M
- −$9.24M (−14.5%) vs. Q2 2025
- New holders
- 13
- 14 more added
- Sold out
- 7
- 15 more reduced
Compare with Q2 2025: 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, Q3 2025
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 636,595 | $9.84M | 0.00% | +7,663+1.2% | Added |
| Invesco Ltd. | 403,375 | $6.24M | 0.00% | −63,981−13.7% | Reduced |
| TSP Capital Management Group, LLC | 329,932 | $5.10M | 1.36% | – | – |
| Guggenheim Capital LLC | 287,858 | $4.45M | 0.03% | −12,231−4.1% | Reduced |
| Raymond James Financial Inc | 209,900 | $3.25M | 0.00% | −48,243−18.7% | Reduced |
| Cohen & Steers, Inc. | 186,013 | $2.88M | 0.01% | −81,484−30.5% | Reduced |
| Capital Investment Advisors, LLC | 163,458 | $2.53M | 0.04% | −7,500−4.4% | Reduced |
| Morgan Stanley | 159,219 | $2.46M | 0.00% | −59,868−27.3% | Reduced |
| J.W. Cole Advisors, Inc. | 98,525 | $1.52M | 0.03% | +86,322+707.4% | Added |
| Adapt Wealth Advisors, LLC | 88,800 | $1.37M | 0.51% | +88,800 | New |
| Secure Asset Management, LLC | 86,164 | $1.33M | 0.22% | +16,198+23.2% | Added |
| GWM Advisors LLC | 67,944 | $1.05M | 0.00% | +23,981+54.5% | Added |
| Nilsine Partners, LLC | 62,006 | $958.6K | 0.09% | +1,413+2.3% | Added |
| LPL Financial LLC | 61,120 | $944.9K | 0.00% | −59,930−49.5% | Reduced |
| Bank of America Corp | 58,602 | $906.0K | 0.00% | −4,314−6.9% | Reduced |
| Royal Bank of Canada | 57,813 | $894.0K | 0.00% | −2,611−4.3% | Reduced |
| Advisors Asset Management, Inc. | 53,922 | $833.6K | 0.01% | −189−0.3% | Reduced |
| Janney Montgomery Scott LLC | 53,618 | $829.0K | 0.00% | +5,532+11.5% | Added |
| Cetera Investment Advisers | 45,365 | $701.4K | 0.00% | +319+0.7% | Added |
| Hennion & Walsh Asset Management, Inc. | 41,837 | $646.8K | 0.02% | −32,798−43.9% | Reduced |
| First Trust Advisors LP | 29,168 | $450.9K | 0.00% | +472+1.6% | Added |
| CI Private Wealth, LLC | 27,085 | $418.7K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 24,767 | $382.9K | 0.00% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 24,000 | $371.0K | 0.00% | +24,000 | New |
| Thrivent Financial for Lutherans | 23,795 | $368.0K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 22,002 | $340.2K | 0.07% | +426+2.0% | Added |
| Jane Street Group, LLC | 21,300 | $329.3K | 0.00% | +21,300 | New |
| Lido Advisors, LLC | 20,732 | $323.1K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 19,500 | $314.2K | 0.00% | +202+1.0% | Added |
| Caldwell Sutter Capital, Inc. | 17,314 | $267.7K | 0.11% | +914+5.6% | Added |
| MML Investors Services, LLC | 16,518 | $255.4K | 0.00% | +566+3.5% | Added |
| UBS Group AG | 15,417 | $238.3K | 0.00% | −1,418−8.4% | Reduced |
| Barings LLC | 15,155 | $234.3K | 0.00% | +572+3.9% | Added |
| Susquehanna International Group, LLP | 14,490 | $224.0K | 0.00% | +14,490 | New |
| Comerica Bank | 12,000 | $185.5K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 11,930 | $184.4K | 0.00% | +11,930 | New |
| HRT Financial LP | 11,725 | $181.0K | 0.00% | +11,725 | New |
| Oppenheimer & Co Inc | 11,543 | $178.5K | 0.00% | +11,543 | New |
| Jefferies Financial Group Inc. | 10,725 | $165.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,000 | $155.8K | 0.01% | +10,000 | New |
| Gridiron Partners, LLC | 739,281 | $127.9K | 0.07% | +739,281 | New |
| Allworth Financial LP | 6,100 | $94.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,541 | $39.3K | 0.01% | +58+2.3% | Added |
| JPMorgan Chase & Co | 1,368 | $21.1K | 0.00% | +1,368 | New |
| Stephens Consulting, LLC | 1,281 | $19.8K | 0.01% | +1,281 | New |
| BNP Paribas Arbitrage, SA | 889 | $13.7K | 0.00% | +889 | New |
| Future Financial Wealth Managment LLC | 800 | $12.4K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 560 | $9.00K | 0.00% | −385−40.7% | Reduced |
| MAI Capital Management | 569 | $8.80K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 250 | $3.87K | 0.00% | −690−73.4% | Reduced |
| Highline Wealth Partners LLC | 200 | $3.09K | 0.00% | +200 | New |
| Asset Dedication, LLC | 79 | $1.22K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 2 | $25 | 0.00% | −1−33.3% | Reduced |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −261,915−100.0% | Sold out |
| Shaker Financial Services, LLC | 0 | $0 | 0.00% | −174,609−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −72,575−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −64,229−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −14,211−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −497−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −360−100.0% | Sold out |