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