Who Owns BGH?
Barings Global Short Duration High Yield Fund — Institutional Ownership & 13F Holdings
$14.15
-0.01 (-0.04%)
Market Cap
$289.7M
Shares Outstanding
20,064,300
Institutional Holders
45
Total Inst. Value
$56.5M
% of Float Held
—
QoQ Holder Change
+13
Institutional data as of Q1 2025
New Positions
7
Closed Positions
6
Increased
14
Decreased
15
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | $7.9M | 524,486 |
| 2 | Invesco Ltd. | $5.5M | 366,775 |
| 3 | TSP Capital Management Group, LLCNew | $5.1M | 335,901 |
| 4 | COHEN & STEERS, INC. | $5.0M | 329,852 |
| 5 | GUGGENHEIM CAPITAL LLC | $4.5M | 294,840 |
| 6 | MORGAN STANLEY | $3.7M | 243,567 |
| 7 | RAYMOND JAMES FINANCIAL INC | $3.6M | 236,890 |
| 8 | SIT INVESTMENT ASSOCIATES INC | $3.2M | 208,444 |
| 9 | Capital Investment Advisors, LLC | $2.6M | 172,503 |
| 10 | Hennion & Walsh Asset Management, Inc. | $1.9M | 123,373 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| WELLS FARGO & COMPANY/MN | +10K | $7.9M |
| TSP Capital Management Group, LLCNew | +336K | $5.1M |
| RAYMOND JAMES FINANCIAL INC | +4K | $3.6M |
| Shaker Financial Services, LLC | +48K | $1.5M |
| BANK OF AMERICA CORP /DE/ | +7K | $1.2M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | -189K | $3.2M |
| MORGAN STANLEY | -40K | $3.7M |
| COHEN & STEERS, INC. | -29K | $5.0M |
| Hennion & Walsh Asset Management, Inc. | -20K | $1.9M |
| Capital Investment Advisors, LLC | -13K | $2.6M |
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Frequently Asked Questions
How many institutional investors hold BGH?
As of Q1 2025, 45 institutional investors report holding BGH (Barings Global Short Duration High Yield Fund) in their 13F filings.
Which hedge fund owns the most BGH?
The largest institutional holder of BGH is WELLS FARGO & COMPANY/MN with $7.9M in shares.
Are institutions buying or selling BGH?
This quarter, 7 institutions opened new positions in BGH and 6 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.