BARINGS GLBL SHRT DUR HI YLD (BGH) Institutional Ownership Changes & 13F Activity
BARINGS GLBL SHRT DUR HI YLD (BGH). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Shaker Financial Services, Llc, Readystate Asset Management Lp, Advisors Asset Management, Inc., Wolverine Asset Management Llc, and Guggenheim Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Sell | -10,691 | -1.6% | 651,216 | $8.90M | Q1 2026 | Jul 08, 2026 |
| Soa Wealth Advisors, Llc. | Buy | +65 | +2.5% | 2,667 | $36.44K | Q1 2026 | May 20, 2026 |
| Western Wealth Management, Llc | Buy | +6,402 | — | 6,402 | $87.45K | Q1 2026 | May 19, 2026 |
| Bank Of America Corp | Buy | +3,568 | +6.1% | 62,298 | $850.99K | Q1 2026 | May 18, 2026 |
| Readystate Asset Management Lp | Buy | +83,617 | — | 83,617 | $1.14M | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | Buy | +53,688 | — | 53,688 | $733.38K | Q1 2026 | May 15, 2026 |
| Guggenheim Capital Llc | Sell | -21,995 | -6.7% | 307,629 | $4.20M | Q1 2026 | May 15, 2026 |
| Corient Private Wealth Llc | Buy | +7,350 | +27.1% | 34,435 | $470.38K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Buy | +6,526 | +11.5% | 63,263 | $864.00K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +5,969 | +29.2% | 26,393 | $360.53K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Buy | +3,951 | +2.1% | 189,539 | $2.59M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Buy | +738 | +3.7% | 20,859 | $285.07K | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | Sell | -8,000 | -67.1% | 3,930 | $53.68K | Q1 2026 | May 14, 2026 |
| Raymond James Financial Inc | Sell | -6,056 | -3.5% | 168,291 | $2.30M | Q1 2026 | May 14, 2026 |
| Mcrae Capital Management Inc | Buy | +294 | +1.3% | 22,575 | $308.39K | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | Buy | +149 | +0.6% | 24,916 | $340.35K | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | Sell | -12,771 | -44.1% | 16,161 | $220.76K | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +868 | +2.4% | 37,590 | $513.48K | Q1 2026 | May 13, 2026 |
| First Trust Advisors Lp | Sell | -725 | -2.7% | 26,579 | $363.07K | Q1 2026 | May 13, 2026 |
| Shaker Financial Services, Llc | Buy | +187,469 | +554.8% | 221,258 | $3.05M | Q1 2026 | May 12, 2026 |
| Ifg Advisory, Llc | Buy | +6,800 | — | 6,800 | $92.89K | Q1 2026 | May 12, 2026 |
| Hamrick Investment Counsel, Llc | Buy | +2,700 | — | 2,700 | $37.21K | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, Llc | Buy | +465 | +4.6% | 10,516 | $143.65K | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | Buy | +7,500 | +69.5% | 18,295 | $249.91K | Q1 2026 | May 08, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +1,837 | — | 1,837 | $25.09K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Sell | -3,664 | -7.7% | 43,985 | $600.83K | Q1 2026 | May 06, 2026 |
| Barings Llc | Buy | +388 | +2.5% | 15,911 | $217.35K | Q1 2026 | May 06, 2026 |
| Ubs Group Ag | Sell | -9,466 | -60.9% | 6,081 | $83.07K | Q1 2026 | May 05, 2026 |
| Wolverine Asset Management Llc | Buy | +50,984 | — | 50,984 | $696.44K | Q1 2026 | May 04, 2026 |
| Mml Investors Services, Llc | Sell | -988 | -6.0% | 15,435 | $210.84K | Q1 2026 | May 04, 2026 |
Frequently asked questions about BGH activity
Which institutional owners are buying BGH?
Institutional owners buying BGH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in BGH activity?
"Buy" means an investor increased their reported position in BGH compared to the prior reporting period. This reflects growing exposure to BARINGS GLBL SHRT DUR HI YLD (BGH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in BGH increasing?
Institutional interest in BGH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
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