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

Barings Global Short Duration High Yield Fund logo
$13.11 +0.04 (+0.31%)
As of 12:19 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)
$15.11M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$5.43M
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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
9/9/2026NewEdge Advisors LLC79,957$1.13M0.0%+19.8%0.000%
9/8/2026Allworth Financial LP3,600$51K0.0%-41.0%0.000%
8/27/2026Corient Private Wealth LP68,256$962K0.0%+98.2%0.000%
8/23/2026Readystate Asset Management LP15,823$223K0.0%-81.1%0.000%
8/22/2026Concurrent Investment Advisors LLC10,636$150K0.0%N/A0.000%
8/21/2026Secure Asset Management LLC63,488$895K0.1%-26.4%0.000%
8/20/2026Camelot Portfolios LLC25,032$353K0.2%N/A0.000%
8/20/2026Two Sigma Securities LLC12,362$174K0.0%N/A0.000%
8/18/2026Jefferies Financial Group Inc.25,943$366K0.0%N/A0.000%
8/17/2026Corient Private Wealth LP68,256$962K0.0%N/A0.000%
8/17/2026Bank of America Corp DE56,018$790K0.0%N/A0.000%
8/12/2026Elevation Point Wealth Partners LLC10,000$142K0.0%N/A0.000%
8/12/2026Northwestern Mutual Wealth Management Co.1,837$26K0.0%N/A0.000%
8/11/2026Allworth Financial LP3,600$51K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.61,799$871K0.0%+282.4%0.000%
6/3/2026NewEdge Advisors LLC66,730$912K0.0%-2.1%0.000%
5/19/2026Western Wealth Management LLC6,402$87K0.0%N/A0.000%
5/19/2026Bank of America Corp DE62,298$851K0.0%+6.1%0.000%
5/18/2026Readystate Asset Management LP83,617$1.14M0.1%N/A0.000%
5/18/2026Royal Bank of Canada63,263$864K0.0%+11.5%0.000%
5/13/2026Cetera Investment Advisers37,590$513K0.0%+2.4%0.000%
5/13/2026First Trust Advisors LP26,579$363K0.0%-2.7%0.000%
5/1/2026Fifth Third Bancorp12,000$164K0.0%N/A0.000%
4/27/2026PFG Investments LLC108,668$1.48M0.1%+2.5%0.000%
4/24/2026TSP Capital Management Group LLC409,027$5.59M1.4%+25.9%0.000%
4/22/2026Janney Montgomery Scott LLC70,614$965K0.0%+17.9%0.000%
2/19/2026Invesco Ltd.355,212$5.33M0.0%-11.9%0.000%
2/17/2026Guggenheim Capital LLC329,624$4.95M0.0%+14.5%0.000%
2/17/2026Cetera Investment Advisers36,722$551K0.0%-19.1%0.000%
2/17/2026Royal Bank of Canada56,737$852K0.0%-1.9%0.000%
2/13/2026First Trust Advisors LP27,304$410K0.0%-6.4%0.000%
2/13/2026Wells Fargo & Company MN661,907$9.94M0.0%+4.0%0.000%
2/12/2026Advisors Asset Management Inc.53,053$796K0.0%-1.6%0.000%
2/12/2026Founders Financial Alliance LLC10,051$151K0.0%N/A0.000%
2/11/2026Janney Montgomery Scott LLC59,907$899K0.0%+11.7%0.000%
2/11/2026LPL Financial LLC47,649$715K0.0%-22.0%0.000%
2/11/2026J.W. Cole Advisors Inc.109,868$1.65M0.0%+11.5%0.000%
2/10/2026Northwestern Mutual Wealth Management Co.3,337$50K0.0%N/A0.000%
1/29/2026Camelot Portfolios LLC5,518$83K0.1%N/A0.000%
1/26/2026Shaker Financial Services LLC33,789$511K0.2%N/A0.000%
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1/26/2026PFG Investments LLC105,968$1.59M0.1%N/A0.000%
1/21/2026TSP Capital Management Group LLC324,754$4.88M1.2%-1.6%0.000%
1/20/2026Secure Asset Management LLC73,374$1.10M0.2%-14.8%0.000%
1/15/2026Nilsine Partners LLC63,501$953K0.1%+2.4%0.000%
1/14/2026Hennion & Walsh Asset Management Inc.28,932$434K0.0%-30.8%0.000%
1/13/2026Capital Investment Advisors LLC156,945$2.36M0.0%-4.0%0.000%
11/17/2025NewEdge Advisors LLC67,944$1.05M0.0%+54.5%0.000%
11/17/2025Susquehanna International Group LLP14,490$224K0.0%N/A0.000%
11/17/2025Elevation Point Wealth Partners LLC10,000$156K0.0%N/A0.000%
11/17/2025Bank of America Corp DE58,602$906K0.0%-6.9%0.000%
11/17/2025Ameriprise Financial Inc.24,000$371K0.0%N/A0.000%
11/14/2025Raymond James Financial Inc.209,900$3.25M0.0%-18.7%0.000%
11/13/2025Invesco Ltd.403,375$6.24M0.0%-13.7%0.000%
11/10/2025Adapt Wealth Advisors LLC88,800$1.37M0.5%N/A0.000%
11/6/2025Oppenheimer & Co. Inc.11,543$178K0.0%N/A0.000%
11/5/2025J.W. Cole Advisors Inc.98,525$1.52M0.0%+707.4%0.000%
10/23/2025Capital Investment Advisors LLC163,458$2.53M0.0%-4.4%0.000%
10/22/2025Hennion & Walsh Asset Management Inc.41,837$647K0.0%-43.9%0.000%
10/9/2025Secure Asset Management LLC86,164$1.33M0.2%+23.2%0.000%
10/6/2025Nilsine Partners LLC62,006$959K0.1%+2.3%0.000%
9/4/2025Osaic Holdings Inc.19,298$297K0.0%-27.6%0.000%
8/15/2025Bank of America Corp DE62,916$969K0.0%-22.1%0.000%
8/14/2025Raymond James Financial Inc.258,143$3.98M0.0%+9.0%0.000%
8/14/2025NewEdge Advisors LLC43,963$677K0.0%-1.6%0.000%
8/13/2025First Trust Advisors LP28,696$442K0.0%-2.7%0.000%
8/13/2025Guggenheim Capital LLC300,089$4.62M0.0%+1.8%0.000%
8/13/2025Invesco Ltd.467,356$7.20M0.0%+27.4%0.000%
8/12/2025J.W. Cole Advisors Inc.12,203$188K0.0%-18.6%0.000%
8/12/2025Advisors Asset Management Inc.54,111$833K0.0%-2.3%0.000%
8/12/2025Jefferies Financial Group Inc.10,725$165K0.0%N/A0.000%
8/11/2025TSP Capital Management Group LLC329,773$5.08M1.6%-1.8%0.000%
8/7/2025Allworth Financial LP6,100$94K0.0%N/A0.000%
8/5/2025Shaker Financial Services LLC174,609$2.71M1.0%+77.3%0.000%
7/17/2025Capital Investment Advisors LLC170,958$2.63M0.0%-0.9%0.000%
7/17/2025Janney Montgomery Scott LLC48,086$741K0.0%+10.6%0.000%
7/17/2025Camelot Portfolios LLC72,575$1.12M0.7%+1.3%0.000%
7/10/2025Secure 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%
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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%
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%


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), Corient Private Wealth LP ($102.08K), Invesco Ltd. ($100.58K), J.W. Cole Advisors Inc. ($98.70K), and Adapt Wealth Advisors LLC ($88.80K).

Institutional investors have bought a total of 1,038,646 shares in the last 24 months. This purchase volume represents approximately $15.11M in transactions.

Of the 15 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), Readystate Asset Management LP ($67.79K), 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), and LPL Financial LLC ($13.47K).

Institutional investors have sold a total of 363,481 shares in the last 24 months. This volume of shares sold represents approximately $5.43M in transactions.


Related Companies

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 9/9/2026. New 13F filings are added each quarter as they're published.
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