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MCI

Barings Corporate Investors

49 hedge funds and large institutions have $35.6M invested in Barings Corporate Investors in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9% more funds holding

Funds holding: 4549 (+4)

0.6% more ownership

Funds ownership: 11.33%11.93% (+0.6%)

2% less capital invested

Capital invested by funds: $36.4M → $35.6M (-$841K)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KA
26
Klingman & Associates
New York
$262K
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$251K -$12.8K -851 -5%
CAN
28
Cetera Advisor Networks
California
$251K +$260K +17,206 New
BFEC
29
Benjamin F. Edwards & Company
Missouri
$246K +$211 +14 +0.1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$216K +$221K +14,662 New
PBO
31
Peoples Bank (Ohio)
Ohio
$193K +$198K +13,156 New
BWM
32
BerganKDV Wealth Management
Minnesota
$181K
HNB
33
Huntington National Bank
Ohio
$175K
Stifel Financial
34
Stifel Financial
Missouri
$175K +$179K +11,889 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$172K
KA
36
Kovack Advisors
Florida
$147K
AF
37
Advisornet Financial
Minnesota
$80K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$70K
AWM
39
Aevitas Wealth Management
Massachusetts
$49K -$30.1K -1,995 -37%
ClearBridge Investments
40
ClearBridge Investments
New York
$33K
PAI
41
Pittenger & Anderson Inc
Nebraska
$29K
AIC
42
Ameritas Investment Company
Nebraska
$29K +$29.4K +1,951 New
CA
43
Claro Advisors
Massachusetts
$22K +$21.9K +1,450 New
TCOV
44
Trust Company of Vermont
Vermont
$13K
ACS
45
Archford Capital Strategies
Illinois
$9K
TSW
46
Thompson Siegel & Walmsley
Virginia
$9K
IA
47
IFP Advisors
Florida
$8K -$60.3K -4,000 -88%
FHB
48
First Hawaiian Bank
Hawaii
$7K +$3.77K +250 +114%
PCG
49
Private Capital Group
Connecticut
$6K
GAM
50
Gemmer Asset Management
California
$5K

MCI Hedge Fund Activity: Q4 2018 in Review

49 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2018, worth a combined $35.6M — down 2.3% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCI positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $1.35M. The largest seller was Creative Planning, exiting entirely with an estimated $1.16M sold.

  • 49 institutional investors held Barings Corporate Investors (MCI) as of Q4 2018, up from 45 in Q3 2018.
  • Funds reported $35.6M of Barings Corporate Investors stock for Q4 2018, down 2.3% quarter-over-quarter.
  • 8 funds opened new Barings Corporate Investors positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest Barings Corporate Investors buyer in Q4 2018 was TSP Capital Management Group, an estimated $1.35M added.
  • The largest Barings Corporate Investors seller in Q4 2018 was Creative Planning, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2018.