Barings GLBL SHRT Dur Hi YLDBGH

13F holders, Q4 2024 (December 31)
50holders +3
6new positions
2sold out
$15.44avg. 13F price*

At the end of Q4 2024, 50 institutions reported holding Barings GLBL SHRT Dur Hi YLD (BGH) in their 13F filings, up 3 from Q3 2024. 6 opened new positions and 2 sold out. The largest holders were Wells Fargo & Company ($7.9M), Sit Investment Associates Inc. ($6.1M) and TSP Capital Management Group, LLC ($5.8M).

Company
Barings GLBL SHRT Dur Hi YLD
CUSIP
06760L100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 49Q1 2024Q2 2024: 53Q2 2024Q3 2024: 47Q3 2024Q4 2024: 50Q4 2024Q1 2025: 46Q1 2025Q2 2025: 47Q2 2025Q3 2025: 54Q3 2025Q4 2025: 49Q4 2025Q1 2026: 50Q1 2026Q2 2026: 54Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions6$2.0M
Exits2$2.8M

All 13F filers, Q3 2024 → Q4 2024: 291,590 shares bought and 601,008 shares sold, net −309,418 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 50 holders

Wells Fargo & Company 0.00% Add +2.3% 514,074 $7.9M
Sit Investment Associates Inc. 0.14% Reduce -33.5% 397,582 $6.1M
TSP Capital Management Group, LLC 1.98% Reduce -0.7% 377,741 $5.8M
Invesco Ltd. 0.00% Reduce -2.7% 368,033 $5.7M
Cohen & Steers, Inc. 0.01% Add +33.4% 359,171 $5.5M
Guggenheim Capital LLC 0.04% Add +8.2% 296,011 $4.6M
Morgan Stanley 0.00% Reduce -5.2% 283,354 $4.4M
Raymond James Financial Inc. 0.00% — 233,190 $3.6M
Capital Investment Advisors, LLC 0.06% Reduce -5.9% 185,499 $2.9M
Hennion & Walsh Asset Management, Inc. 0.10% Reduce -35.4% 143,165 $2.2M
Bank of America Corp. 0.00% Add +6.5% 73,687 $1.1M
Consolidated Portfolio Review Corp 0.18% Add +1.1% 72,904 $1.1M
Royal Bank of Canada 0.00% Add +14.1% 55,354 $855K
Camelot Portfolios, LLC 0.87% Reduce -18.4% 51,973 $802K
Shaker Financial Services, LLC 0.30% Reduce -28.4% 50,799 $790K
NewEdge Advisors, LLC 0.00% Reduce -3.1% 46,663 $720K
Cetera Investment Advisers 0.00% Reduce -41.5% 45,823 $708K
LPL Financial LLC 0.00% New 45,529 $703K
Janney Montgomery Scott LLC 0.00% Add +47.1% 41,461 $640K
Advisors Asset Management, Inc. 0.01% New 38,550 $595K
First Trust Advisors LP 0.00% Add +1.7% 32,036 $495K
Secure Asset Management, LLC 0.07% Reduce -35.3% 30,342 $468K
Osaic Holdings, Inc. 0.00% Reduce -5.8% 28,954 $447K
Jefferies Financial Group Inc. 0.01% Add +7.1% 28,141 $434K
Corient Private Wealth LP 0.00% New 27,085 $418K
Thrivent Financial for Lutherans 0.00% Reduce -32.9% 26,218 $405K
Baird Financial Group, Inc. 0.00% Add +0.2% 25,233 $390K
UBS Group AG 0.00% Add +14.1% 21,482 $332K
McRae Capital Management Inc. 0.06% Add +1.1% 21,056 $325K
Lido Advisors, LLC 0.00% No change 20,732 $323K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +60.2% 17,217 $266K
Caldwell Sutter Capital, Inc. 0.12% No change 16,400 $253K
MML Investors Services, LLC 0.00% Add +1.0% 15,218 $235K
Envestnet Asset Management Inc. 0.00% Reduce -2.6% 14,342 $221K
Worth Asset Management, LLC 0.12% New 13,940 $215K
Barings LLC 0.01% Add +2.1% 13,902 $215K
J.W. Cole Advisors, Inc. 0.01% Reduce -12.4% 12,598 $195K
Comerica Bank 0.00% No change 12,000 $185K
Transcend Capital Advisors, LLC 0.01% No change 10,000 $154K
Carolinas Wealth Consulting LLC 0.01% No change 4,253 $66K
Elequin Capital, LP 0.01% New 4,162 $64K
SOA Wealth Advisors, LLC. 0.01% Add +1.4% 2,483 $38K
Glen Eagle Advisors, LLC 0.00% No change 1,700 $26K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,064 $16K
Cwm, LLC 0.00% No change 971 $15K
Future Financial Wealth Managment LLC 0.01% No change 800 $12K
FNY Investment Advisers, LLC 0.01% No change 800 $12K
MAI Capital Management 0.00% New 569 $9K
Asset Dedication, LLC 0.00% No change 79 $1K
Creekmur Asset Management LLC 0.00% Reduce -62.5% 3 $47

"% of holder's portfolio" is BGH's weight in each manager's 13F, not the share of Barings GLBL SHRT Dur Hi YLD the manager owns.