Who Owns Barings Global Short Duration High Yield Fund (BGH)?Hedge Fund & Institutional Holders

$13.85+0.06 (+0.44%)TechnologyNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$6.000000487400041e+189T

% of Float Held

—

QoQ Change in Holders

+14 / -6

Price History

$13.42$14.27$15.11$15.96$16.80Sep 24Jun 25Mar 26

BGH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
TSP Capital Management Group, LLCNew Position+325K+$4.9B
Capital Investment Advisors, LLCNew Position+157K+$2.4B
J.W. COLE ADVISORS, INC.New Position+110K+$1.6B
PFG Investments, LLCNew Position+106K+$1.6B
AMERIPRISE FINANCIAL INCIncreased+44K+$629.0M
Shaker Financial Services, LLCNew Position+34K+$511.0M
Hennion & Walsh Asset Management, Inc.New Position+29K+$434.0M
CALDWELL SUTTER CAPITAL, INC.New Position+16K+$246.0M
OPPENHEIMER & CO INCNew Position+12K+$175.0M
Founders Financial Alliance, LLCNew Position+10K+$150.0M
Camelot Portfolios, LLCNew Position+6K+$82.0M
SOA Wealth Advisors, LLC.New Position+3K+$39.0M
Vestmark Advisory Solutions, Inc.New Position+10K+$150K
CWM, LLCNew Position+560+$8K
Janney Montgomery Scott LLCNew Position+60K+$0

BGH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
ADAPT WEALTH ADVISORS, LLCClosed Position-89K-$1.4B
RAYMOND JAMES FINANCIAL INCDecreased-36K-$1.2B
LPL Financial LLCDecreased-13K-$944.9M
Invesco Ltd.Decreased-48K-$905.2M
ROYAL BANK OF CANADADecreased-1K-$894.0M
Advisors Asset Management, Inc.Decreased-869-$833.6M
Cetera Investment AdvisersDecreased-9K-$701.4M
FIRST TRUST ADVISORS LPDecreased-2K-$450.9M
JANE STREET GROUP, LLCClosed Position-21K-$329.3M
MML INVESTORS SERVICES, LLCDecreased-95-$255.4M
Gridiron Partners, LLCClosed Position-739K-$127.9M
JPMORGAN CHASE & COClosed Position-1K-$20.0M
Future Financial Wealth Managment LLCClosed Position-800-$12.4M
MAI Capital ManagementDecreased-512-$8.8M
Asset Dedication, LLCClosed Position-79-$1.2M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN443,450$6.0B1.09%Share
2TSP Capital Management Group, LLC324,754$4.9B1.19%Share
3GUGGENHEIM CAPITAL LLC329,624$4.0B28.64%Share
4WELLS FARGO & COMPANY/MN218,457$3.0B0.55%Share
5Invesco Ltd.182,496$2.7B0.42%Share
6Invesco Ltd.172,716$2.6B0.40%Share
7Capital Investment Advisors, LLC156,945$2.4B35.87%Share
8RAYMOND JAMES FINANCIAL INC159,982$2.0B0.62%Share
9J.W. COLE ADVISORS, INC.109,868$1.6B0.04%Share
10PFG Investments, LLC105,968$1.6B0.07%Share
11AMERIPRISE FINANCIAL INC68,000$1.0B0.23%Share
12Nilsine Partners, LLC63,501$953.0M0.08%Share
13Shaker Financial Services, LLC33,789$511.0M0.16%Share
14Hennion & Walsh Asset Management, Inc.28,932$434.0M0.01%Share
15CALDWELL SUTTER CAPITAL, INC.16,400$246.0M0.10%Share
16BARINGS LLC15,523$232.0M4.27%Share
17UBS Group AG13,735$206.0M0.03%Share
18COMERICA BANK12,000$180.0M0.72%Share
19OPPENHEIMER & CO INC11,669$175.0M2.48%Share
20Founders Financial Alliance, LLC10,051$150.0M0.03%Share
21Camelot Portfolios, LLC5,518$82.0M0.05%Share
22SOA Wealth Advisors, LLC.2,602$39.0M0.01%Share
23UBS Group AG1,812$27.0M0.00%Share
24Stephens Consulting, LLC1,281$19.0M0.01%Share
25HIGHLINE WEALTH PARTNERS LLC200$3.0M0.00%Share
26COHEN & STEERS, INC.186,013$2.8M0.01%Share
27MORGAN STANLEY185,588$2.0M0.00%Share
28Secure Asset Management, LLC73,374$1.1M0.17%Share
29NewEdge Advisors, LLC68,149$1.0M0.00%Share
30Corient Private Wealth LLC27,085$406K0.00%Share
31MCRAE CAPITAL MANAGEMENT INC22,281$334K0.07%Share
32Vestmark Advisory Solutions, Inc.10,000$150K0.00%Share
33Allworth Financial LP6,100$91K0.00%Share
34CWM, LLC560$8K0.00%Share
35MAI Capital Management57$00.00%Share
36Rockefeller Capital Management L.P.11,930$00.00%Share
37Jefferies Financial Group Inc.10,795$00.00%Share
38MML INVESTORS SERVICES, LLC16,423$00.00%Share
39Cetera Investment Advisers36,722$00.00%Share
40Janney Montgomery Scott LLC59,907$00.00%Share
41Advisors Asset Management, Inc.53,053$00.00%Share
42Lido Advisors, LLC20,732$00.00%Share
43THRIVENT FINANCIAL FOR LUTHERANS23,795$00.00%Share
44OSAIC HOLDINGS, INC.20,121$00.00%Share
45ROYAL BANK OF CANADA2,000$00.00%Share
46ROYAL BANK OF CANADA54,737$00.00%Share
47FIRST TRUST ADVISORS LP27,304$00.00%Share
48ELEVATION POINT WEALTH PARTNERS, LLC10,000$00.00%Share
49RAYMOND JAMES FINANCIAL INC14,365$00.00%Share
50SUSQUEHANNA INTERNATIONAL GROUP, LLP20,424$00.00%Share

BGH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202549$35.1B+6
Q3 202543$34.6B+1
Q2 202542$40.6B-3
Q1 202545$46.9B+1
Q4 202444$36.2B+10
Q3 202434$260.2B-5
Q2 202439$1.3T+7
Q1 202432$3.0T—

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As of Q4 2025, 50 institutional investors hold BGH (Barings Global Short Duration High Yield Fund). The largest holder is WELLS FARGO & COMPANY/MN with $6.0B in shares. This quarter, 14 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own BGH?

As of Q4 2025, 50 institutional investors report holding BGH (Barings Global Short Duration High Yield Fund) in their 13F filings.

Who is the largest institutional holder of BGH?

The largest institutional holder of BGH is WELLS FARGO & COMPANY/MN with $6.0B in shares.

Is institutional ownership of BGH increasing or decreasing?

This quarter, 14 institutions opened new positions in BGH and 6 closed their positions.