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 |
|---|---|---|---|---|---|
| MAI Capital Management | 57 | $779 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 200 | $2.73K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 560 | $7.65K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 800 | $10.0K | 0.00% | +800 | New |
| Northwestern Mutual Wealth Management Co | 1,837 | $25.1K | 0.00% | −1,500−45.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2,667 | $36.4K | 0.01% | +65+2.5% | Added |
| Hamrick Investment Counsel, llc | 2,700 | $37.2K | 0.02% | +2,700 | New |
| Rockefeller Capital Management L.P. | 3,930 | $53.7K | 0.00% | −8,000−67.1% | Reduced |
| UBS Group AG | 6,081 | $83.1K | 0.00% | −9,466−60.9% | Reduced |
| Allworth Financial LP | 6,100 | $83.3K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,800 | $92.9K | 0.27% | +6,800 | New |
| Vestmark Advisory Solutions, Inc. | 10,000 | $136.6K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 10,000 | $137.8K | 0.00% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 10,516 | $143.6K | 0.03% | +465+4.6% | Added |
| Fifth Third Bancorp | 12,000 | $163.9K | 0.00% | +12,000 | New |
| Cambridge Investment Research Advisors, Inc. | 13,207 | $180.0K | 0.00% | +13,207 | New |
| Oppenheimer & Co Inc | 13,461 | $183.9K | 0.00% | +1,792+15.4% | Added |
| MML Investors Services, LLC | 15,435 | $210.8K | 0.00% | −988−6.0% | Reduced |
| Barings LLC | 15,911 | $217.4K | 0.00% | +388+2.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,161 | $220.8K | 0.01% | −12,771−44.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 16,400 | $224.0K | 0.09% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 18,295 | $249.9K | 0.00% | +7,500+69.5% | Added |
| Advisor Group Holdings, Inc. | 20,859 | $285.1K | 0.00% | +738+3.7% | Added |
| Lido Advisors, LLC | 20,732 | $285.7K | 0.00% | 00.0% | Unchanged |
| McRae Capital Management Inc | 22,575 | $308.4K | 0.06% | +294+1.3% | Added |
| Thrivent Financial for Lutherans | 23,795 | $325.0K | 0.00% | 00.0% | Unchanged |
| Baird Financial Group, Inc. | 24,916 | $340.4K | 0.00% | +149+0.6% | Added |
| Susquehanna International Group, LLP | 26,393 | $360.5K | 0.00% | +5,969+29.2% | Added |
| First Trust Advisors LP | 26,579 | $363.1K | 0.00% | −725−2.7% | Reduced |
| CI Private Wealth, LLC | 34,435 | $470.4K | 0.00% | +7,350+27.1% | Added |
| Ameriprise Financial Inc | 37,500 | $512.3K | 0.00% | −30,500−44.9% | Reduced |
| Cetera Investment Advisers | 37,590 | $513.5K | 0.00% | +868+2.4% | Added |
| LPL Financial LLC | 43,985 | $600.8K | 0.00% | −3,664−7.7% | Reduced |
| Wolverine Asset Management LLC | 50,984 | $696.4K | 0.01% | +50,984 | New |
| Advisors Asset Management, Inc. | 53,688 | $733.4K | 0.01% | +635+1.2% | Added |
| Bank of America Corp | 62,298 | $851.0K | 0.00% | +3,568+6.1% | Added |
| Royal Bank of Canada | 63,263 | $864.0K | 0.00% | +6,526+11.5% | Added |
| GWM Advisors LLC | 66,730 | $911.5K | 0.00% | −1,419−2.1% | Reduced |
| Janney Montgomery Scott LLC | 70,614 | $965.0K | 0.00% | +10,707+17.9% | Added |
| Readystate Asset Management LP | 83,617 | $1.14M | 0.07% | +83,617 | New |
| Secure Asset Management, LLC | 86,223 | $1.18M | 0.19% | +12,849+17.5% | Added |
| PFG Investments, LLC | 108,668 | $1.48M | 0.07% | +2,700+2.5% | Added |
| Capital Investment Advisors, LLC | 156,946 | $2.14M | 0.03% | +10.0% | Added |
| Raymond James Financial Inc | 168,291 | $2.30M | 0.00% | −6,056−3.5% | Reduced |
| Cohen & Steers, Inc. | 186,013 | $2.54M | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 189,539 | $2.59M | 0.00% | +3,951+2.1% | Added |
| Shaker Financial Services, LLC | 221,258 | $3.05M | 1.06% | +187,469+554.8% | Added |
| Guggenheim Capital LLC | 307,629 | $4.20M | 0.03% | −21,995−6.7% | Reduced |
| Invesco Ltd. | 336,562 | $4.60M | 0.00% | −18,650−5.3% | Reduced |
| TSP Capital Management Group, LLC | – | $5.59M | 1.36% | – | – |
| Wells Fargo & Company | 651,216 | $8.90M | 0.00% | −10,691−1.6% | Reduced |
| 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 |