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MCI

Barings Corporate Investors

44 hedge funds and large institutions have $31M invested in Barings Corporate Investors in 2017 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 11

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.39% less ownership

Funds ownership: 10.14%9.75% (-0.39%)

5% less capital invested

Capital invested by funds: $32.5M → $31M (-$1.57M)

2% less funds holding

Funds holding: 4544 (-1)

Holders
44
Holders Change
-1
Holders Change %
-2.22%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
15
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Klingman & Associates
New York
$163K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$131K +$100K +6,600 +330%
Wells Fargo
28
Wells Fargo
California
$128K +$16.8K +1,109 +15%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$107K +$21.2K +1,400 +25%
IA
30
IFP Advisors
Florida
$69K
MPWT
31
MassMutual Private Wealth & Trust
Connecticut
$53.4K
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$43K
GEA
33
Glen Eagle Advisors
New Jersey
$38.7K
AG
34
Advisor Group
Arizona
$38K -$48.4K -3,192 -57%
ClearBridge Investments
35
ClearBridge Investments
New York
$35K
PAI
36
Pittenger & Anderson Inc
Nebraska
$31K
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$16K -$4.36K -288 -21%
TCOV
38
Trust Company of Vermont
Vermont
$14K
ACS
39
Archford Capital Strategies
Illinois
$9K
Citigroup
40
Citigroup
New York
$9K
TSW
41
Thompson Siegel & Walmsley
Virginia
$9K
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$7K +$7.29K +481 New
GAM
43
Gemmer Asset Management
California
$5K +$4.97K +328 New
GWM
44
Geneos Wealth Management
Colorado
$4K
TRCT
45
Tower Research Capital (TRC)
New York
$2K +$30 +2 +1%
JIC
46
Joel Isaacson & Co
New York
-$127K -8,200 Closed
FNBT
47
FineMark National Bank & Trust
Florida
-$7K -420 Closed

MCI Hedge Fund Activity: Q1 2017 in Review

44 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2017, worth a combined $31M — down 4.8% from $32.5M a quarter earlier.

Fund positioning in MCI was balanced in Q1 2017: 2 funds opened new positions, 2 closed out, 15 added to existing stakes and 11 trimmed.

The largest buyer was Barings, adding an estimated $818K. The largest seller was Main Street Research, cutting an estimated $2.28M.

  • 44 institutional investors held Barings Corporate Investors (MCI) as of Q1 2017, down from 45 in Q4 2016.
  • Funds reported $31M of Barings Corporate Investors stock for Q1 2017, down 4.8% quarter-over-quarter.
  • 2 funds opened new Barings Corporate Investors positions in Q1 2017 and 2 closed out, a net change of 0 holders.
  • The largest Barings Corporate Investors buyer in Q1 2017 was Barings, an estimated $818K added.
  • The largest Barings Corporate Investors seller in Q1 2017 was Main Street Research, an estimated $2.28M sold.

Based on aggregated 13F filings for Q1 2017.