BARINGS GLOBAL SHORT DURATIO BGH
COM · Closed-End Fund · CUSIP 06760L100
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($141.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.11.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 57 |
| Q1 2023 | 58 |
| Q2 2023 | 51 |
| Q3 2023 | 60 |
| Q4 2023 | 56 |
| Q1 2024 | 50 |
| Q2 2024 | 54 |
| Q3 2024 | 48 |
| Q4 2024 | 51 |
| Q1 2025 | 47 |
| Q2 2025 | 49 |
| Q3 2025 | 54 |
| Q4 2025 | 50 |
| Q1 2026 | 51 |
| Q2 2026 | 55 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 18 | 24 |
| Q4 2024 | 22 | 18 |
| Q1 2025 | 17 | 22 |
| Q2 2025 | 23 | 16 |
| Q3 2025 | 28 | 23 |
| Q4 2025 | 26 | 24 |
| Q1 2026 | 27 | 18 |
| Q2 2026 | 31 | 20 |
Biggest buyers
| TSP Capital Management Group, LLC | New | +402.2k |
| RAYMOND JAMES FINANCIAL INC | Added | +81.5k |
| Hennion & Walsh Asset Management, Inc. | Added | +45.6k |
| Corient Private Wealth LP | Added | +33.8k |
| WOLVERINE ASSET MANAGEMENT LLC | Added | +31.6k |
| COHEN & STEERS, INC. | Added | +30.0k |
| Camelot Portfolios, LLC | New | +25.0k |
| Cetera Investment Advisers | Added | +20.7k |
| GUGGENHEIM CAPITAL LLC | Added | +20.2k |
| JANE STREET GROUP, LLC | New | +18.7k |
Biggest sellers
| TSP Capital Management Group, LLC | Sold out | -409.0k |
| WELLS FARGO & COMPANY/MN | Reduced | -73.9k |
| READYSTATE ASSET MANAGEMENT LP | Reduced | -67.8k |
| MORGAN STANLEY | Reduced | -49.7k |
| AMERIPRISE FINANCIAL INC | Sold out | -37.5k |
| Invesco Ltd. | Reduced | -36.7k |
| Shaker Financial Services, LLC | Reduced | -32.5k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -26.4k |
| Secure Asset Management, LLC | Reduced | -22.7k |
| Lido Advisors, LLC | Sold out | -20.7k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| FIRST TRUST PORTFOLIOS LP 13G · institution -2.5 pts · filed 2026-10-19 | 18.1% |
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 577.3k $8.1m | Reduced -73.9k |
| TSP Capital Management Group, LLC 1.36% of their portfolio | 402.2k $5.7m | New |
| GUGGENHEIM CAPITAL LLC 0.03% of their portfolio | 327.8k $4.6m | Added +20.2k |
| Invesco Ltd. 0.00% of their portfolio | 299.8k $4.2m | Reduced -36.7k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 249.8k $3.5m | Added +81.5k |
| COHEN & STEERS, INC. 0.00% of their portfolio | 216.0k $3.0m | Added +30.0k |
| Shaker Financial Services, LLC 0.84% of their portfolio | 188.7k $2.7m | Reduced -32.5k |
| Capital Investment Advisors, LLC 0.03% of their portfolio | 154.8k $2.2m | Reduced -2.1k |
| MORGAN STANLEY 0.00% of their portfolio | 139.8k $2.0m | Reduced -49.7k |
| PFG Investments, LLC 0.06% of their portfolio | 108.1k $1.5m | Reduced -600 |
| WOLVERINE ASSET MANAGEMENT LLC 0.02% of their portfolio | 82.6k $1.2m | Added +31.6k |
| NewEdge Advisors, LLC 0.00% of their portfolio | 80.0k $1.1m | Added +13.2k |
| Advisors Asset Management, Inc. 0.01% of their portfolio | 68.8k $969.9k | Added +15.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 68.3k $962.4k | Added +33.8k |
| Secure Asset Management, LLC 0.13% of their portfolio | 63.5k $895.2k | Reduced -22.7k |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 62.4k $880.0k | Reduced -8.2k |
| Hennion & Walsh Asset Management, Inc. 0.02% of their portfolio | 61.8k $871.4k | Added +45.6k |
| Cetera Investment Advisers 0.00% of their portfolio | 58.2k $821.3k | Added +20.7k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 56.0k $789.9k | Reduced -6.3k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 53.9k $759.0k | Reduced -9.4k |
| LPL Financial LLC 0.00% of their portfolio | 49.2k $694.2k | Added +5.3k |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 28.1k $396.0k | Added +14.9k |
| Jefferies Financial Group Inc. 0.00% of their portfolio | 25.9k $365.8k | Added +7.6k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 25.6k $361.2k | Reduced -964 |
| Camelot Portfolios, LLC 0.25% of their portfolio | 25.0k $353.0k | New |
| Baird Financial Group, Inc. 0.00% of their portfolio | 24.7k $348.0k | Reduced -232 |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 23.8k $336.0k | Unchanged |
| MCRAE CAPITAL MANAGEMENT INC 0.06% of their portfolio | 22.9k $322.8k | Added +322 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 22.3k $315.1k | Added +1.5k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 18.7k $263.2k | New |
| UBS Group AG 0.00% of their portfolio | 18.2k $256.1k | Added +12.1k |
| MML INVESTORS SERVICES, LLC 0.00% of their portfolio | 16.5k $232.9k | Added +1.1k |
| CALDWELL SUTTER CAPITAL, INC. 0.09% of their portfolio | 16.4k $231.2k | Unchanged |
| BARINGS LLC 0.00% of their portfolio | 16.3k $230.3k | Added +420 |
| READYSTATE ASSET MANAGEMENT LP 0.01% of their portfolio | 15.8k $223.1k | Reduced -67.8k |
| OPPENHEIMER & CO INC 0.00% of their portfolio | 13.6k $192.0k | Added +153 |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 12.8k $180.6k | New |
| TWO SIGMA SECURITIES, LLC 0.02% of their portfolio | 12.4k $174.3k | New |
| FIFTH THIRD BANCORP 0.00% of their portfolio | 12.0k $169.2k | Unchanged |
| J.W. COLE ADVISORS, INC. 0.00% of their portfolio | 11.9k $167.9k | New |
| XTX Topco Ltd 0.00% of their portfolio | 11.1k $156.4k | New |
| Concurrent Investment Advisors, LLC 0.00% of their portfolio | 10.6k $150.0k | New |
| Founders Financial Alliance, LLC 0.02% of their portfolio | 10.5k $148.6k | Added +22 |
| Vestmark Advisory Solutions, Inc. 0.00% of their portfolio | 10.0k $141.0k | Unchanged |
| ELEVATION POINT WEALTH PARTNERS, LLC 0.00% of their portfolio | 10.0k $142.2k | Unchanged |
| IFG Advisory, LLC 0.00% of their portfolio | 6.8k $95.9k | Unchanged |
| Rockefeller Capital Management L.P. 0.00% of their portfolio | 3.9k $55.4k | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 3.6k $50.8k | Reduced -2.5k |
| Clear Street Group Inc. 0.00% of their portfolio | 3.3k $47.0k | New |
| SOA Wealth Advisors, LLC. 0.01% of their portfolio | 2.7k $38.6k | Added +70 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 1.8k $25.9k | Unchanged |
| FNY Investment Advisers, LLC 0.00% of their portfolio | 800 $11.0k | Unchanged |
| Institute for Wealth Management, LLC. 0.00% of their portfolio | 527 $7.4k | New |
| Integrated Wealth Concepts LLC 0.00% of their portfolio | 400 $5.6k | New |
| HIGHLINE WEALTH PARTNERS LLC 0.00% of their portfolio | 200 $2.8k | Unchanged |