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, Q1 2026
Institutional positions in Barings Global Short Duration High Yield Fund as of Mar 31, 2026. 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
- 51
- +3 vs. Q4 2025
- Shares held
- 3.37M
- +117.9K (+3.6%) vs. Q4 2025
- Total value
- $51.6M
- −$2.05M (−3.8%) vs. Q4 2025
- New holders
- 7
- 20 more added
- Sold out
- 4
- 13 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Barings Global Short Duration High Yield Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 651,216 | $8.90M | 0.00% | −10,691−1.6% | Reduced |
| TSP Capital Management Group, LLC | – | $5.59M | 1.36% | – | – |
| Invesco Ltd. | 336,562 | $4.60M | 0.00% | −18,650−5.3% | Reduced |
| Guggenheim Capital LLC | 307,629 | $4.20M | 0.03% | −21,995−6.7% | Reduced |
| Shaker Financial Services, LLC | 221,258 | $3.05M | 1.06% | +187,469+554.8% | Added |
| Morgan Stanley | 189,539 | $2.59M | 0.00% | +3,951+2.1% | Added |
| Cohen & Steers, Inc. | 186,013 | $2.54M | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Inc | 168,291 | $2.30M | 0.00% | −6,056−3.5% | Reduced |
| Capital Investment Advisors, LLC | 156,946 | $2.14M | 0.03% | +10.0% | Added |
| PFG Investments, LLC | 108,668 | $1.48M | 0.07% | +2,700+2.5% | Added |
| Secure Asset Management, LLC | 86,223 | $1.18M | 0.19% | +12,849+17.5% | Added |
| Readystate Asset Management LP | 83,617 | $1.14M | 0.07% | +83,617 | New |
| Janney Montgomery Scott LLC | 70,614 | $965.0K | 0.00% | +10,707+17.9% | Added |
| GWM Advisors LLC | 66,730 | $911.5K | 0.00% | −1,419−2.1% | Reduced |
| Royal Bank of Canada | 63,263 | $864.0K | 0.00% | +6,526+11.5% | Added |
| Bank of America Corp | 62,298 | $851.0K | 0.00% | +3,568+6.1% | Added |
| Advisors Asset Management, Inc. | 53,688 | $733.4K | 0.01% | +635+1.2% | Added |
| Wolverine Asset Management LLC | 50,984 | $696.4K | 0.01% | +50,984 | New |
| LPL Financial LLC | 43,985 | $600.8K | 0.00% | −3,664−7.7% | Reduced |
| Cetera Investment Advisers | 37,590 | $513.5K | 0.00% | +868+2.4% | Added |
| Ameriprise Financial Inc | 37,500 | $512.3K | 0.00% | −30,500−44.9% | Reduced |
| CI Private Wealth, LLC | 34,435 | $470.4K | 0.00% | +7,350+27.1% | Added |
| First Trust Advisors LP | 26,579 | $363.1K | 0.00% | −725−2.7% | Reduced |
| Susquehanna International Group, LLP | 26,393 | $360.5K | 0.00% | +5,969+29.2% | Added |
| Baird Financial Group, Inc. | 24,916 | $340.4K | 0.00% | +149+0.6% | Added |
| Thrivent Financial for Lutherans | 23,795 | $325.0K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 22,575 | $308.4K | 0.06% | +294+1.3% | Added |
| Lido Advisors, LLC | 20,732 | $285.7K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 20,859 | $285.1K | 0.00% | +738+3.7% | Added |
| Jefferies Financial Group Inc. | 18,295 | $249.9K | 0.00% | +7,500+69.5% | Added |
| Caldwell Sutter Capital, Inc. | 16,400 | $224.0K | 0.09% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 16,161 | $220.8K | 0.01% | −12,771−44.1% | Reduced |
| Barings LLC | 15,911 | $217.4K | 0.00% | +388+2.5% | Added |
| MML Investors Services, LLC | 15,435 | $210.8K | 0.00% | −988−6.0% | Reduced |
| Oppenheimer & Co Inc | 13,461 | $183.9K | 0.00% | +1,792+15.4% | Added |
| Cambridge Investment Research Advisors, Inc. | 13,207 | $180.0K | 0.00% | +13,207 | New |
| Fifth Third Bancorp | 12,000 | $163.9K | 0.00% | +12,000 | New |
| Founders Financial Alliance, LLC | 10,516 | $143.6K | 0.03% | +465+4.6% | Added |
| Mount Yale Investment Advisors, LLC | 10,000 | $137.8K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 10,000 | $136.6K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,800 | $92.9K | 0.27% | +6,800 | New |
| Allworth Financial LP | 6,100 | $83.3K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 6,081 | $83.1K | 0.00% | −9,466−60.9% | Reduced |
| Rockefeller Capital Management L.P. | 3,930 | $53.7K | 0.00% | −8,000−67.1% | Reduced |
| Hamrick Investment Counsel, llc | 2,700 | $37.2K | 0.02% | +2,700 | New |
| SOA Wealth Advisors, LLC. | 2,667 | $36.4K | 0.01% | +65+2.5% | Added |
| Northwestern Mutual Wealth Management Co | 1,837 | $25.1K | 0.00% | −1,500−45.0% | Reduced |
| FNY Investment Advisers, LLC | 800 | $10.0K | 0.00% | +800 | New |
| CWM, LLC | 560 | $7.65K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.73K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 57 | $779 | 0.00% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −109,868−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −63,501−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −5,518−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Stephens Consulting, LLC | – | – | – | – | Not filed |