BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2016 to Q4 2025

Type / Class
Equity / Common
Symbol
BGH on NYSE
Shares outstanding
20,065,249
Price per share
$15.21
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
4,265,952
Total reported value
$54,665,427
% of total 13F portfolios
0%
Share change
-622,604
Value change
-$9,590,795
Number of holders
54
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
FIRST TRUST PORTFOLIOS LP 22% $60,984,069 4,438,433 First Trust Portfolios L.P. 31 Dec 2024

As of 30 Sep 2025, 54 institutional investors reported holding 4,265,952 shares of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH). This represents 21% of the company’s total 20,065,249 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH) together control 20% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Gridiron Partners, LLC 3.7% 739,281 0% 0.17% $127,932
WELLS FARGO & COMPANY/MN 3.2% 636,595 +1.2% 0% $9,841,752
Invesco Ltd. 2% 403,375 -14% 0% $6,236,178
TSP Capital Management Group, LLC 1.6% 329,932 1.4% $5,100,736
GUGGENHEIM CAPITAL LLC 1.4% 287,858 -4.1% 0.03% $4,450,285
RAYMOND JAMES FINANCIAL INC 1% 209,900 -19% 0% $3,245,054
COHEN & STEERS, INC. 0.93% 186,013 -30% 0.01% $2,876,000
Capital Investment Advisors, LLC 0.81% 163,458 -4.4% 0.04% $2,527,062
MORGAN STANLEY 0.79% 159,219 -27% 0% $2,461,526
J.W. COLE ADVISORS, INC. 0.49% 98,525 +707% 0.03% $1,523,197
ADAPT WEALTH ADVISORS, LLC 0.44% 88,800 0.51% $1,372,848
Secure Asset Management, LLC 0.43% 86,164 +23% 0.22% $1,330,377
NewEdge Advisors, LLC 0.34% 67,944 +55% 0% $1,050,427
Nilsine Partners, LLC 0.31% 62,006 +2.3% 0.09% $958,610
LPL Financial LLC 0.3% 61,120 -50% 0% $944,915
BANK OF AMERICA CORP /DE/ 0.29% 58,602 -6.9% 0% $905,982
ROYAL BANK OF CANADA 0.29% 57,813 -4.3% 0% $894,000
Advisors Asset Management, Inc. 0.27% 53,922 -0.35% 0.01% $833,634
Janney Montgomery Scott LLC 0.27% 53,618 +12% 0% $829,000
Cetera Investment Advisers 0.23% 45,365 +0.71% 0% $701,352
Hennion & Walsh Asset Management, Inc. 0.21% 41,837 -44% 0.02% $646,800
FIRST TRUST ADVISORS LP 0.15% 29,168 +1.6% 0% $450,934
Corient Private Wealth LLC 0.13% 27,085 0% 0% $418,735
Baird Financial Group, Inc. 0.12% 24,767 0% 0% $382,898
AMERIPRISE FINANCIAL INC 0.12% 24,000 0% $371,040

Institutional Holders of BARINGS GLOBAL SHORT DURATION HIGH YIELD FUND - Common (BGH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,358,190 $35,412,981 +$576,763 $15.01 37
2025 Q3 4,265,952 $54,665,427 -$9,590,795 $15.46 54
2025 Q2 4,148,386 $63,909,189 +$5,582,631 $15.40 48
2025 Q1 3,792,942 $57,366,959 -$4,421,335 $15.12 46
2024 Q4 4,084,940 $63,074,066 -$4,722,938 $15.44 50
2024 Q3 4,342,770 $65,929,841 -$11,634,068 $15.18 47
2024 Q2 5,128,698 $74,121,775 -$1,212,942 $14.45 53
2024 Q1 5,215,064 $74,581,259 -$2,907,657 $14.30 49
2023 Q4 5,742,059 $77,258,325 +$2,763,724 $13.44 54
2023 Q3 5,548,503 $70,465,110 -$974,215 $12.70 58
2023 Q2 5,610,463 $73,159,541 -$4,820,620 $13.04 49
2023 Q1 5,972,053 $77,052,916 -$6,391,151 $12.90 56
2022 Q4 6,489,535 $82,422,572 +$6,935,979 $12.68 56
2022 Q3 6,336,632 $73,087,959 -$1,305,194 $12.22 60
2022 Q2 6,465,505 $79,213,076 +$1,722,103 $13.01 61
2022 Q1 6,370,630 $92,714,953 +$11,682,459 $15.50 64
2021 Q4 5,609,118 $90,679,525 +$9,065,781 $17.34 54
2021 Q3 4,984,165 $78,770,762 +$1,973,499 $17.10 49
2021 Q2 4,863,556 $76,708,799 +$840,032 $17.08 48
2021 Q1 4,468,010 $71,844,247 +$5,880,531 $16.08 51
2020 Q4 4,058,172 $61,235,372 +$13,603,659 $15.09 45
2020 Q3 3,513,671 $41,867,948 +$4,587,752 $13.32 38
2020 Q2 3,052,394 $33,782,590 -$359,340 $12.57 36
2020 Q1 3,051,264 $30,314,654 +$3,373,731 $11.13 41
2019 Q4 2,813,357 $43,572,745 +$5,149,207 $17.53 41
2019 Q3 2,364,905 $35,263,958 -$67,566 $17.40 36
2019 Q2 2,584,269 $39,771,992 -$2,683,846 $17.68 33
2019 Q1 2,713,369 $43,453,731 -$14,541,273 $18.10 32
2018 Q4 3,317,363 $52,893,063 +$12,314,802 $15.95 46
2018 Q3 2,847,439 $48,722,468 -$13,728,626 $19.38 36
2018 Q2 3,187,758 $59,860,000 -$424,612 $18.78 31
2018 Q1 3,210,598 $59,912,398 +$1,841,588 $18.66 34
2017 Q4 3,161,544 $61,264,272 +$3,170,258 $19.38 38
2017 Q3 2,958,139 $60,938,494 +$6,908,125 $20.60 28
2017 Q2 2,922,065 $50,969,029 -$6,466,111 $19.78 33
2017 Q1 3,258,074 $57,644,769 +$6,009,090 $19.78 31
2016 Q4 2,944,324 $50,133,283 +$5,368,231 $19.23 28
2016 Q3 2,685,004 $43,534,639 +$43,534,613 $18.63 31
2016 Q1 300 $5,000 $0 $16.67 1