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Barings Global Short Duration High Yield Fund (BGH) Institutional Ownership

Barings Global Short Duration High Yield Fund logo
$14.03 -0.06 (-0.43%)
As of 08/21/2026 03:57 PM Eastern
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Institutional Ownership Changes (13F Filings) for Barings Global Short Duration High Yield Fund (NYSE:BGH)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$14.45M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$4.55M
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BGH Institutional Buying and Selling by Quarter

Barings Global Short Duration High Yield Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/22/2026 Concurrent Investment Advisors LLC10,636$150K0.0%N/A0.000%
8/21/2026 Secure Asset Management LLC63,488$895K0.1%-26.4%0.000%
8/20/2026 Camelot Portfolios LLC25,032$353K0.2%N/A0.000%
8/20/2026 Two Sigma Securities LLC12,362$174K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.25,943$366K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP68,256$962K0.0%N/A0.000%
8/17/2026 Bank of America Corp DE56,018$790K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC10,000$142K0.0%N/A0.000%
8/12/2026 Northwestern Mutual Wealth Management Co.1,837$26K0.0%N/A0.000%
8/11/2026 Allworth Financial LP3,600$51K0.0%N/A0.000%
7/9/2026 Hennion & Walsh Asset Management Inc.61,799$871K0.0%+282.4%0.000%
6/3/2026 NewEdge Advisors LLC66,730$912K0.0%-2.1%0.000%
5/19/2026 Western Wealth Management LLC6,402$87K0.0%N/A0.000%
5/19/2026 Bank of America Corp DE62,298$851K0.0%+6.1%0.000%
5/18/2026 Readystate Asset Management LP83,617$1.14M0.1%N/A0.000%
5/18/2026 Royal Bank of Canada63,263$864K0.0%+11.5%0.000%
5/13/2026 Cetera Investment Advisers37,590$513K0.0%+2.4%0.000%
5/13/2026 First Trust Advisors LP26,579$363K0.0%-2.7%0.000%
5/1/2026 Fifth Third Bancorp12,000$164K0.0%N/A0.000%
4/27/2026 PFG Investments LLC108,668$1.48M0.1%+2.5%0.000%
4/24/2026 TSP Capital Management Group LLC409,027$5.59M1.4%+25.9%0.000%
4/22/2026 Janney Montgomery Scott LLC70,614$965K0.0%+17.9%0.000%
2/19/2026 Invesco Ltd.355,212$5.33M0.0%-11.9%0.000%
2/17/2026 Guggenheim Capital LLC329,624$4.95M0.0%+14.5%0.000%
2/17/2026 Cetera Investment Advisers36,722$551K0.0%-19.1%0.000%
2/17/2026 Royal Bank of Canada56,737$852K0.0%-1.9%0.000%
2/13/2026 First Trust Advisors LP27,304$410K0.0%-6.4%0.000%
2/13/2026 Wells Fargo & Company MN661,907$9.94M0.0%+4.0%0.000%
2/12/2026 Advisors Asset Management Inc.53,053$796K0.0%-1.6%0.000%
2/12/2026 Founders Financial Alliance LLC10,051$151K0.0%N/A0.000%
2/11/2026 Janney Montgomery Scott LLC59,907$899K0.0%+11.7%0.000%
2/11/2026 LPL Financial LLC47,649$715K0.0%-22.0%0.000%
2/11/2026 J.W. Cole Advisors Inc.109,868$1.65M0.0%+11.5%0.000%
2/10/2026 Northwestern Mutual Wealth Management Co.3,337$50K0.0%N/A0.000%
1/29/2026 Camelot Portfolios LLC5,518$83K0.1%N/A0.000%
1/26/2026 Shaker Financial Services LLC33,789$511K0.2%N/A0.000%
1/26/2026 PFG Investments LLC105,968$1.59M0.1%N/A0.000%
1/21/2026 TSP Capital Management Group LLC324,754$4.88M1.2%-1.6%0.000%
1/20/2026 Secure Asset Management LLC73,374$1.10M0.2%-14.8%0.000%
1/15/2026 Nilsine Partners LLC63,501$953K0.1%+2.4%0.000%
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1/14/2026 Hennion & Walsh Asset Management Inc.28,932$434K0.0%-30.8%0.000%
1/13/2026 Capital Investment Advisors LLC156,945$2.36M0.0%-4.0%0.000%
11/17/2025 NewEdge Advisors LLC67,944$1.05M0.0%+54.5%0.000%
11/17/2025 Susquehanna International Group LLP14,490$224K0.0%N/A0.000%
11/17/2025 Elevation Point Wealth Partners LLC10,000$156K0.0%N/A0.000%
11/17/2025 Bank of America Corp DE58,602$906K0.0%-6.9%0.000%
11/17/2025 Ameriprise Financial Inc.24,000$371K0.0%N/A0.000%
11/14/2025 Raymond James Financial Inc.209,900$3.25M0.0%-18.7%0.000%
11/13/2025 Invesco Ltd.403,375$6.24M0.0%-13.7%0.000%
11/10/2025 Adapt Wealth Advisors LLC88,800$1.37M0.5%N/A0.000%
11/6/2025 Oppenheimer & Co. Inc.11,543$178K0.0%N/A0.000%
11/5/2025 J.W. Cole Advisors Inc.98,525$1.52M0.0%+707.4%0.000%
10/23/2025 Capital Investment Advisors LLC163,458$2.53M0.0%-4.4%0.000%
10/22/2025 Hennion & Walsh Asset Management Inc.41,837$647K0.0%-43.9%0.000%
10/9/2025 Secure Asset Management LLC86,164$1.33M0.2%+23.2%0.000%
10/6/2025 Nilsine Partners LLC62,006$959K0.1%+2.3%0.000%
9/4/2025 Osaic Holdings Inc.19,298$297K0.0%-27.6%0.000%
8/15/2025 Bank of America Corp DE62,916$969K0.0%-22.1%0.000%
8/14/2025 Raymond James Financial Inc.258,143$3.98M0.0%+9.0%0.000%
8/14/2025 NewEdge Advisors LLC43,963$677K0.0%-1.6%0.000%
8/13/2025 First Trust Advisors LP28,696$442K0.0%-2.7%0.000%
8/13/2025 Guggenheim Capital LLC300,089$4.62M0.0%+1.8%0.000%
8/13/2025 Invesco Ltd.467,356$7.20M0.0%+27.4%0.000%
8/12/2025 J.W. Cole Advisors Inc.12,203$188K0.0%-18.6%0.000%
8/12/2025 Advisors Asset Management Inc.54,111$833K0.0%-2.3%0.000%
8/12/2025Jefferies Financial Group Inc.10,725$165K0.0%N/A0.000%
8/11/2025 TSP Capital Management Group LLC329,773$5.08M1.6%-1.8%0.000%
8/7/2025 Allworth Financial LP6,100$94K0.0%N/A0.000%
8/5/2025 Shaker Financial Services LLC174,609$2.71M1.0%+77.3%0.000%
7/17/2025 Capital Investment Advisors LLC170,958$2.63M0.0%-0.9%0.000%
7/17/2025 Janney Montgomery Scott LLC48,086$741K0.0%+10.6%0.000%
7/17/2025 Camelot Portfolios LLC72,575$1.12M0.7%+1.3%0.000%
7/10/2025 Secure Asset Management LLC69,966$1.08M0.2%+125.7%0.000%
5/16/2025NewEdge Advisors LLC44,663$675K0.0%-4.3%0.000%
5/16/2025Advisors Asset Management Inc.55,404$838K0.0%+43.7%0.000%
5/15/2025Royal Bank of Canada62,354$943K0.0%+12.6%0.000%
5/13/2025Elequin Capital LP5,156$78K0.0%+23.9%0.000%
5/13/2025Raymond James Financial Inc.236,890$3.58M0.0%+1.6%0.000%
5/13/2025Sit Investment Associates Inc.208,444$3.15M0.1%-47.6%0.000%
5/12/2025Invesco Ltd.366,775$5.55M0.0%-0.3%0.000%
5/9/2025Shaker Financial Services LLC98,488$1.50M0.6%+93.9%0.000%
5/6/2025Cetera Investment Advisers44,466$672K0.0%-3.0%0.000%
4/23/2025Consolidated Portfolio Review Corp64,137$970K0.2%-12.0%0.000%
4/17/2025Janney Montgomery Scott LLC43,485$658K0.0%+4.9%0.000%
4/14/2025Capital Investment Advisors LLC172,503$2.61M0.1%-7.0%0.000%
4/10/2025Hennion & Walsh Asset Management Inc.123,373$1.87M0.1%-13.8%0.000%
2/27/2025Jefferies Financial Group Inc.28,141$434K0.0%+7.1%0.000%
2/18/2025Elequin Capital LP4,162$64K0.0%N/A0.000%
2/17/2025Jefferies Financial Group Inc.28,141$434K0.0%+7.1%0.000%
2/17/2025Cetera Investment Advisers45,823$708K0.0%-41.5%0.000%
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2/17/2025Bank of America Corp DE73,687$1.14M0.0%+6.5%0.000%
2/14/2025Shaker Financial Services LLC50,799$790K0.3%-28.4%0.000%
2/13/2025NewEdge Advisors LLC46,663$720K0.0%-3.1%0.000%
2/13/2025Guggenheim Capital LLC296,011$4.57M0.0%+8.2%0.000%
2/13/2025Raymond James Financial Inc.233,190$3.60M0.0%N/A0.000%
2/13/2025Invesco Ltd.368,033$5.68M0.0%-2.7%0.000%
2/13/2025Sit Investment Associates Inc.397,582$6.14M0.1%-33.6%0.000%
2/13/2025Wells Fargo & Company MN514,074$7.94M0.0%+2.3%0.000%
2/11/2025LPL Financial LLC45,529$703K0.0%N/A0.000%
2/10/2025Thrivent Financial for Lutherans26,218$405K0.0%-32.9%0.000%


BGH Institutional Ownership - Frequently Asked Questions

During the previous two years, 47 institutional investors and hedge funds held shares of Barings Global Short Duration High Yield Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($9.94M), TSP Capital Management Group LLC ($5.59M), Invesco Ltd. ($5.33M), Guggenheim Capital LLC ($4.95M), Raymond James Financial Inc. ($3.25M), Sit Investment Associates Inc. ($3.15M), and Raymond James & Associates ($2.56M).Learn more on Barings Global Short Duration High Yield Fund's institutional investors.

Of the 41 institutional investors that purchased Barings Global Short Duration High Yield Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($491.33K), Shaker Financial Services LLC ($157.60K), PFG Investments LLC ($108.67K), Invesco Ltd. ($100.58K), J.W. Cole Advisors Inc. ($98.70K), Adapt Wealth Advisors LLC ($88.80K), and TSP Capital Management Group LLC ($84.27K).

Institutional investors have bought a total of 991,598 shares in the last 24 months. This purchase volume represents approximately $14.45M in transactions.

Of the 14 institutional investors that sold Barings Global Short Duration High Yield Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Invesco Ltd. ($112.14K), Raymond James Financial Inc. ($48.24K), Hennion & Walsh Asset Management Inc. ($45.70K), Secure Asset Management LLC ($35.53K), Capital Investment Advisors LLC ($14.01K), LPL Financial LLC ($13.47K), and Cetera Investment Advisers ($8.64K).

Institutional investors have sold a total of 300,562 shares in the last 24 months. This volume of shares sold represents approximately $4.55M in transactions.


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Institutional ownership data for NYSE:BGH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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