Barings Global Short Duration High Yield Fund
BGH • XNYS
Barings Global Short Duration High Yield Fund is a publicly traded company on XNYS. As of Q3 2025, 47 institutional investors hold shares in this company, with total holdings valued at $49.5M. WELLS FARGO & COMPANY/MN is the largest holder with a position valued at $9.8M.
Overview
Overview of institutional ownership in BGH as of Q3 2025
All Institutions
- Institutions
- 47
- Value Held
- $49.5M
- Shares Held
- 3.9M
- Avg Position
- $1.1M
- Median Position
- $323.1K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in BGH as of Q3 2025
| Institution | Position Value |
|---|---|
 WELLS FARGO & COMPANY/MN Institution | $9.8M 0.00% of portfolio |
 Invesco Ltd. ETF Provider | $6.2M 0.00% of portfolio |
 TSP Capital Management Group, LLC Private Equity | $5.1M 1.36% of portfolio |
G GUGGENHEIM CAPITAL LLC Institution | $4.5M 0.03% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $3.2M 0.00% of portfolio |
 Capital Investment Advisors, LLC RIA/Wealth | $2.5M 0.04% of portfolio |
 MORGAN STANLEY RIA/Wealth | $2.5M 0.00% of portfolio |
J J.W. COLE ADVISORS, INC. Institution | $1.5M 0.03% of portfolio |
 ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $1.4M 0.53% of portfolio |
S Secure Asset Management, LLC RIA/Wealth | $1.3M 0.22% of portfolio |
Net Capital Flow
Institutional buying and selling activity for BGH in Q3 2025
- Traded
- +$948.8K
- Buyers
- 26
- Sellers
- 18
- Total Bought
- +$10.5M
- Total Sold
- −$9.6M
- Avg Position
- $916.6K
Biggest Buyers
| Institution | Net Bought |
|---|---|
TSP Capital Management Group, LLC Private Equity | +$5.1M +329.9K shares |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | +$1.4M +88.8K shares |
J J.W. COLE ADVISORS, INC. Institution | +$1.3M +86.3K shares |
 AMERIPRISE FINANCIAL INC Institution | +$371.0K +24.0K shares |
 Goss Wealth Management LLC RIA/Wealth | +$370.8K +24.0K shares |
J JANE STREET GROUP, LLC Institution | +$329.3K +21.3K shares |
 MML INVESTORS SERVICES, LLC RIA/Wealth | +$255.4K +566.0 shares |
S Secure Asset Management, LLC RIA/Wealth | +$250.1K +16.2K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$224.0K +14.5K shares |
 Rockefeller Capital Management L.P. Long Only Manager | +$184.4K +11.9K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 Shaker Financial Services, LLC RIA/Wealth | −$2.7M −174.6K shares |
 Camelot Portfolios, LLC RIA/Wealth | −$1.1M −72.6K shares |
Invesco Ltd. ETF Provider | −$989.1K −64.0K shares |
 Consolidated Portfolio Review Corp RIA/Wealth | −$989.1K −64.2K shares |
L LPL Financial LLC Institution | −$926.5K −59.9K shares |
MORGAN STANLEY RIA/Wealth | −$925.6K −59.9K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$745.8K −48.2K shares |
 Hennion & Walsh Asset Management, Inc. RIA/Wealth | −$507.1K −32.8K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$218.8K −14.2K shares |
G GUGGENHEIM CAPITAL LLC Institution | −$189.1K −12.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited BGH in Q3 2025
- New Positions
- 10
- New Value
- $2.7M
- Exited Positions
- 7
- Exited Value
- $5.0M
New Positions
| Institution | Position Value |
|---|---|
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | $1.4M 88.8K shares |
AMERIPRISE FINANCIAL INC Institution | $371.0K 24.0K shares |
J JANE STREET GROUP, LLC Institution | $329.3K 21.3K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $255.4K 16.5K shares |
 Mount Yale Investment Advisors, LLC RIA/Wealth | $155.8K 10.0K shares |
 Gridiron Partners, LLC Long Only Manager | $127.9K 739.3K shares |
 JPMORGAN CHASE & CO Institution | $21.1K 1.4K shares |
S Stephens Consulting, LLC RIA/Wealth | $19.8K 1.3K shares |
 HIGHLINE WEALTH PARTNERS LLC RIA/Wealth | $3.1K 200.0 shares |
 SIT INVESTMENT ASSOCIATES INC Long Only Manager | - - shares |
Exited Positions
| Institution | Previous Position |
|---|---|
Shaker Financial Services, LLC RIA/Wealth | $2.7M 174.6K shares |
Camelot Portfolios, LLC RIA/Wealth | $1.1M 72.6K shares |
Consolidated Portfolio Review Corp RIA/Wealth | $989.1K 64.2K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $218.8K 14.2K shares |
C Concord Wealth Partners RIA/Wealth | $7.7K 497.0 shares |
T Tower Research Capital LLC Institution | $5.5K 360.0 shares |
SIT INVESTMENT ASSOCIATES INC Long Only Manager | - 261.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in BGH as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with BGH as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
TSP Capital Management Group, LLC Private Equity | 1.36% $5.1M |
ADAPT WEALTH ADVISORS, LLC RIA/Wealth | 0.53% $1.4M |
S Secure Asset Management, LLC RIA/Wealth | 0.22% $1.3M |
 CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.11% $267.7K |
Gridiron Partners, LLC Long Only Manager | 0.10% $127.9K |
 Nilsine Partners, LLC RIA/Wealth | 0.09% $958.6K |
 MCRAE CAPITAL MANAGEMENT INC RIA/Wealth | 0.07% $340.2K |
Capital Investment Advisors, LLC RIA/Wealth | 0.04% $2.5M |
G GUGGENHEIM CAPITAL LLC Institution | 0.03% $4.5M |
J J.W. COLE ADVISORS, INC. Institution | 0.03% $1.5M |