Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barings Global Short Duratio (BGH)

50 + Investors. Track Smart Money conviction in BGH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
62%

Smart Money Signals — BGH

Based on 50 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added BGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
50 funds currently hold this stock — 93% of the 3.0-year high of 54 funds (reached 2023 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

29 buying18 selling
Last quarter: 29 funds were net buyers (8 opened a brand new position + 21 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 14 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
32 out of 50 hedge funds have held BGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares +4%, value -13%

Value
-13%
Shares
+3%
Last quarter: funds added +4% more shares while total portfolio value only changed -13%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

1 → 6 → 14 → 6 → 8 new funds/Q
New funds entering each quarter: 6 → 14 → 6 → 8. BGH is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 14% 1-2yr ■ 16% new
Of 50 current holders: 35 (70%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
11 of 50 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BGH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BGH

In 2026 Q1, 29 hedge funds were net buyers of BGH (8 opened a new position, 21 added to an existing one), while 18 reduced or exited (11 trimmed, 7 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. 42% of total institutional value in BGH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 50.

Hedge Fund Ownership: BGH

How many hedge funds hold BGH — quarterly history vs. share price
Quarterly hedge fund ownership of BGH vs. share price

Market Analysis: BGH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BGH

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Barings Global Short Duratio (BGH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BGH has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 74d ago
BGH
+2.2%
XLF
+6.6%

BGH outperformed XLF by -4.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 29d ago
BGH
-1.6%
XLF
+3.0%

Since the filing became public, BGH outperformed XLF by -4.6% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: BGH
50 + Investors

Track Smart Money conviction in BGH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 50 49 2.04%
13F Shares 4M 4M 3.83%
Total Value $47M $54M -12.97%
New Positions 8 6 +2
Increased Positions 21 17 +4
Closed Positions 7 11 -4
Reduced Positions 11 14 -3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BGH

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Valuation Measures Data as of: --

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Enterprise Value --
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Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BGH. Verified SEC 13F-HR filings.

QUARTER:
Top 25 BGH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 1.36% 409,027 $5.6M
2 Shaker Financial Services, LLC 1.06% 221,258 $3.0M
3 IFG Advisory, LLC 0.27% 6,800 $93K
4 Secure Asset Management, LLC 0.19% 86,223 $1.2M
5 Caldwell Sutter Capital, INC. 0.09% 16,400 $224K
6 PFG Investments, LLC 0.07% 108,668 $1.5M
7 Mcrae Capital Management Inc 0.06% 22,575 $308K
8 Readystate Asset Management LP 0.05% 83,617 $1.1M
9 Capital Investment Advisors, LLC 0.03% 156,946 $2.1M
10 Guggenheim Capital LLC 0.03% 307,629 $4.2M
11 Founders Financial Alliance, LLC 0.03% 10,516 $144K
12 Advisors Asset Management, Inc. 0.01% 53,688 $733K
13 Hennion & Walsh Asset Management, Inc. 0.01% 16,161 $221K
14 SOA Wealth Advisors, LLC. 0.01% 2,667 $36K
15 Wolverine Asset Management LLC 0.01% 50,984 $696K
16 Barings LLC 0.00% 15,911 $217K
17 Elevation Point Wealth Partners, LLC 0.00% 10,000 $138K
18 Western Wealth Management, LLC 0.00% 6,402 $87K
19 Oppenheimer & Co Inc 0.00% 13,461 $184K
20 Jefferies Financial Group Inc. 0.00% 18,295 $250K
21 Wells Fargo & Company/Mn 0.00% 651,216 $8.9M
22 Vestmark Advisory Solutions, Inc. 0.00% 10,000 $137K
23 Lido Advisors, LLC 0.00% 20,732 $286K
24 Raymond James Financial Inc 0.00% 168,291 $2.3M
25 Highline Wealth Partners LLC 0.00% 200 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Barings Global Short Duratio (BGH)

What does the Smart Money Trend signal show for BGH?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added BGH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BGH?

More buyers than sellers — 62% buying: Last quarter: 29 funds were net buyers (8 opened a brand new position + 21 added to an existing one). Only 18 were sellers (11 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BGH holders?

Elite ownership — 42% AUM from top-100 funds: 11 of 50 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in BGH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held BGH?

64% of holders stayed for 2+ years: 32 out of 50 hedge funds have held BGH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Barings Global Short Duratio (BGH) following the 2026 Q1 hedge fund 13F filings?

As of today, BGH has moved -1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLF sector ETF — an outperformance of -4.6%. Since the quarter end (March 31, 2026), BGH has gained +2.2% vs +6.6% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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