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, Q4 2025
Institutional positions in Barings Global Short Duration High Yield Fund as of Dec 31, 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
- 50
- −3 vs. Q3 2025
- Shares held
- 3.26M
- −1.00M (−23.5%) vs. Q3 2025
- Total value
- $53.8M
- −$820.7K (−1.5%) vs. Q3 2025
- New holders
- 7
- 17 more added
- Sold out
- 10
- 13 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 57 | $856 | 0.00% | −512−90.0% | Reduced |
| Highline Wealth Partners LLC | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 560 | $8.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 850 | $12.8K | 0.00% | +850 | New |
| Stephens Consulting, LLC | 1,281 | $19.4K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2,602 | $39.1K | 0.01% | +61+2.4% | Added |
| Northwestern Mutual Wealth Management Co | 3,337 | $50.1K | 0.00% | +3,337 | New |
| Camelot Portfolios, LLC | 5,518 | $82.8K | 0.05% | +5,518 | New |
| Allworth Financial LP | 6,100 | $91.6K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,000 | $150.1K | 0.00% | +10,000 | New |
| Founders Financial Alliance, LLC | 10,051 | $150.9K | 0.03% | +10,051 | New |
| Mount Yale Investment Advisors, LLC | 10,000 | $151.3K | 0.01% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 10,795 | $162.0K | 0.00% | +70+0.7% | Added |
| Oppenheimer & Co Inc | 11,669 | $175.2K | 0.00% | +126+1.1% | Added |
| Rockefeller Capital Management L.P. | 11,930 | $179.1K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 12,000 | $180.1K | 0.00% | 00.0% | Unchanged |
| Barings LLC | 15,523 | $233.0K | 0.00% | +368+2.4% | Added |
| UBS Group AG | 15,547 | $233.4K | 0.00% | +130+0.8% | Added |
| Caldwell Sutter Capital, Inc. | 16,400 | $246.2K | 0.10% | −914−5.3% | Reduced |
| MML Investors Services, LLC | 16,423 | $246.5K | 0.00% | −95−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 20,121 | $302.1K | 0.00% | +621+3.2% | Added |
| Susquehanna International Group, LLP | 20,424 | $306.6K | 0.00% | +5,934+41.0% | Added |
| Lido Advisors, LLC | 20,732 | $323.1K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 22,281 | $334.4K | 0.07% | +279+1.3% | Added |
| Thrivent Financial for Lutherans | 23,795 | $357.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 24,767 | $371.8K | 0.00% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 27,085 | $406.5K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 27,304 | $409.8K | 0.00% | −1,864−6.4% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 28,932 | $434.3K | 0.01% | −12,905−30.8% | Reduced |
| Shaker Financial Services, LLC | 33,789 | $511.3K | 0.16% | +33,789 | New |
| Cetera Investment Advisers | 36,722 | $551.2K | 0.00% | −8,643−19.1% | Reduced |
| LPL Financial LLC | 47,649 | $715.2K | 0.00% | −13,471−22.0% | Reduced |
| Advisors Asset Management, Inc. | 53,053 | $796.3K | 0.01% | −869−1.6% | Reduced |
| Royal Bank of Canada | 56,737 | $852.0K | 0.00% | −1,076−1.9% | Reduced |
| Bank of America Corp | 58,730 | $881.5K | 0.00% | +128+0.2% | Added |
| Janney Montgomery Scott LLC | 59,907 | $899.0K | 0.00% | +6,289+11.7% | Added |
| Nilsine Partners, LLC | 63,501 | $953.1K | 0.08% | +1,495+2.4% | Added |
| Ameriprise Financial Inc | 68,000 | $1.02M | 0.00% | +44,000+183.3% | Added |
| GWM Advisors LLC | 68,149 | $1.02M | 0.00% | +205+0.3% | Added |
| Secure Asset Management, LLC | 73,374 | $1.10M | 0.17% | −12,790−14.8% | Reduced |
| PFG Investments, LLC | 105,968 | $1.59M | 0.07% | +105,968 | New |
| J.W. Cole Advisors, Inc. | 109,868 | $1.65M | 0.04% | +11,343+11.5% | Added |
| Capital Investment Advisors, LLC | 156,945 | $2.36M | 0.04% | −6,513−4.0% | Reduced |
| Raymond James Financial Inc | 174,347 | $2.62M | 0.00% | −35,553−16.9% | Reduced |
| Morgan Stanley | 185,588 | $2.79M | 0.00% | +26,369+16.6% | Added |
| Cohen & Steers, Inc. | 186,013 | $2.79M | 0.01% | 00.0% | Unchanged |
| TSP Capital Management Group, LLC | – | $4.87M | 1.19% | – | – |
| Guggenheim Capital LLC | 329,624 | $4.95M | 0.04% | +41,766+14.5% | Added |
| Invesco Ltd. | 355,212 | $5.33M | 0.00% | −48,163−11.9% | Reduced |
| Wells Fargo & Company | 661,907 | $9.94M | 0.00% | +25,312+4.0% | Added |
| Adapt Wealth Advisors, LLC | 0 | $0 | 0.00% | −88,800−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,725−100.0% | Sold out |
| Gridiron Partners, LLC | 0 | $0 | 0.00% | −739,281−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −1,368−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −889−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |