BGH (Barings Global Short Duration High Yield Fund) Institutional Ownership: 18.86% (As of Jul. 23, 2026)

Author: Vera Yuan Vera Yuan
Vera Yuan
Vera Yuan
Director of Data and Quant Analytics at GuruFocus
Focused on building reliable datasets, financial models, and research tools for value-minded investors. Committed to turning complex data into practical guidance for value-investing and long-term wealth.
Reviewed by: Charlie Tian Charlie Tian
Charlie Tian
Charlie Tian
Founder & CEO of GuruFocus
Dr. Charlie Tian is the founder and CEO of GuruFocus.com, a leading global investment research platform established in 2004. With a Ph.D. in physics, Dr. Tian transitioned from science to finance, applying a data-driven, disciplined approach to value investing.

BGH Barings Global Short Duration High Yield Fund BGH
40 GF Score
Price $14.30
GF Value $7.56
Valuation Significantly Overvalued
! 5 Warning Signs
View Full Analysis

What is Barings Global Short Duration High Yield Fund Institutional Ownership?

Barings Global Short Duration High Yield Fund BGH -0.76% 40 Institutional Ownership is 18.86% as of Jul. 23, 2026. GuruFocus rates BGH with a GF Score™ of 40/100 and a GF Value™ of $7.56 (Significantly Overvalued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Barings Global Short Duration High Yield Fund's institutional ownership is 18.86%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Barings Global Short Duration High Yield Fund's Insider Ownership is 0.11%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Barings Global Short Duration High Yield Fund's Float Percentage Of Total Shares Outstanding is 77.83%.


Barings Global Short Duration High Yield Fund Institutional Ownership Historical Data

* Premium members only.

The historical data trend for Barings Global Short Duration High Yield Fund's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Barings Global Short Duration High Yield Fund Institutional Ownership Chart

Barings Global Short Duration High Yield Fund Historical Data

The historical data trend for Barings Global Short Duration High Yield Fund can be seen below:

2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31 2026-06-30
Institutional Ownership 6.41 6.51 6.55 6.69 6.81 6.64 7.80 7.87 7.70 7.29
BGH
40GF Score
Barings Global Short Duration High Yield Fund BGH
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Barings Global Short Duration High Yield Fund Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 18.86% mean?
Barings Global Short Duration High Yield Fund (BGH) has a Institutional Ownership of 18.86% as of Jul. 23, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Barings Global Short Duration High Yield Fund and its competitors.
Is Barings Global Short Duration High Yield Fund's Institutional Ownership too high?
Barings Global Short Duration High Yield Fund's current Institutional Ownership is 18.86%. Overall, Barings Global Short Duration High Yield Fund has a GF Score™ of 40/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Barings Global Short Duration High Yield Fund's Institutional Ownership compare to FUND and BRW?
Barings Global Short Duration High Yield Fund's Institutional Ownership of 18.86% can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for an Asset Management company?
A good Institutional Ownership depends on the Asset Management industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Barings Global Short Duration High Yield Fund and its competitors. Barings Global Short Duration High Yield Fund's current Institutional Ownership is 18.86%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Barings Global Short Duration High Yield Fund stock overvalued right now?
Based on GuruFocus' analysis, Barings Global Short Duration High Yield Fund (BGH) is currently considered Significantly Overvalued. The stock's GF Value™ is $7.56, compared to a current price of $14.30 — trading 89.2% above its estimated fair value. The current Institutional Ownership is 18.86%. Barings Global Short Duration High Yield Fund's overall GF Score™ is 40/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Barings Global Short Duration High Yield Fund (BGH), the current Institutional Ownership is 18.86% as of Jul. 23, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Barings Global Short Duration High Yield Fund (BGH) Overvalued in 2026?

Based on GuruFocus' analysis, Barings Global Short Duration High Yield Fund stock appears to be overvalued. The current stock price of $14.30 is trading 89.2% above its estimated GF Value™ of $7.56. GuruFocus considers Barings Global Short Duration High Yield Fund to be Significantly Overvalued.

Key valuation signals for BGH:

  • Institutional Ownership: 18.86%
  • GF Value™: $7.56 vs. price of $14.30 (89.2% above fair value)
  • GF Score™: 40/100 with 5 warning signs

No single metric tells the full story. See the BGH stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Barings Global Short Duration High Yield Fund Business Description

Address 300 South Tryon Street, Suite 2500, Charlotte, NC, USA, 28202
Barings Global Short Duration High Yield Fund is a diversified, closed-end management investment company. Its investment objective is to seek as high a level of current income as the Adviser determines is consistent with capital preservation. The Fund seeks capital appreciation as a secondary investment objective when consistent with its primary investment objective. Under normal market conditions, the Fund will invest at least 80% of its Managed Assets in bonds, loans and other income-producing instruments that are, at the time of purchase, rated below investment grade.
40GF Score

Get the complete analysis for BGH

Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$14.30
Price
$7.56
GF Value