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MCI

Barings Corporate Investors
MCI

45 hedge funds and large institutions have $46.1M invested in Barings Corporate Investors in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

30% more capital invested

Capital invested by funds: $35.5M → $46.1M (+$10.7M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

5% more funds holding

Funds holding: 43 → 45 (+2)

3.26% more ownership

Funds ownership: 10.86% → 14.12% (+3.3%)

Holders
45
Holders Change
+2
Holders Change %
+4.65%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
13
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
B
Barings
North Carolina
+$3.45M
2
VEA
Virtus ETF Advisers
New York
+$2.69M
3
HAM
Hammer Asset Management
California
+$1.92M
4
BIA
BHK Investment Advisors
Alabama
+$797K
5
UBS Group
UBS Group
Switzerland
+$450K

Top Sellers

Rank Fund Capital Flow
1
DAS
Dynamic Advisor Solutions
Arizona
-$202K
2
HCM
Harvest Capital Management
New Hampshire
-$147K
3
Bank of America
Bank of America
North Carolina
-$117K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$58.4K
5
AWM
Aevitas Wealth Management
Massachusetts
-$52K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$404K – – –
CAN
27
Cetera Advisor Networks
California
$379K +$13.8K +877 +4%
KA
28
Kovack Advisors
Florida
$342K -$13.8K -875 -4%
DJSG
29
D.J. St. Germain
Massachusetts
$285K – – –
KA
30
Klingman & Associates
New York
$279K – – –
BIA
31
Biondo Investment Advisors
Pennsylvania
$235K – – –
RJT
32
Raymond James Trust
Florida
$232K – – –
BWM
33
BerganKDV Wealth Management
Minnesota
$197K – – –
HNB
34
Huntington National Bank
Ohio
$186K – – –
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$170K -$58.4K -3,715 -26%
SCA
36
Stonebridge Capital Advisors
Minnesota
$136K +$137K +8,695 New
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$122K – – –
AF
38
Advisornet Financial
Minnesota
$85K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$74K – – –
FIA
40
FNY Investment Advisers
New York
$50K +$50.7K +3,224 New
ClearBridge Investments
41
ClearBridge Investments
New York
$35K – – –
PAI
42
Pittenger & Anderson Inc
Nebraska
$31K – – –
TCOV
43
Trust Company of Vermont
Vermont
$14K – – –
US Bancorp
44
US Bancorp
Minnesota
$14K +$14.1K +900 New
ACS
45
Archford Capital Strategies
Illinois
$9K – – –
TSW
46
Thompson Siegel & Walmsley
Virginia
$9K – – –
PCG
47
Private Capital Group
Connecticut
$6K – – –
GAM
48
Gemmer Asset Management
California
$5K – – –
DAS
49
Dynamic Advisor Solutions
Arizona
– -$202K -13,091 Closed
AWM
50
Aevitas Wealth Management
Massachusetts
– -$52K -3,391 Closed
1
2
3

MCI Hedge Fund Activity: Q2 2019 in Review

45 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2019, worth a combined $46.1M — up 30% from $35.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Barings, opening a new position worth an estimated $3.45M. The largest seller was Dynamic Advisor Solutions, exiting entirely with an estimated $202K sold.

  • 45 institutional investors held Barings Corporate Investors (MCI) as of Q2 2019, up from 43 in Q1 2019.
  • Funds reported $46.1M of Barings Corporate Investors stock for Q2 2019, up 30% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q2 2019 and 4 closed out, a net change of +2 holders.
  • The largest Barings Corporate Investors buyer in Q2 2019 was Barings, an estimated $3.45M added.
  • The largest Barings Corporate Investors seller in Q2 2019 was Dynamic Advisor Solutions, an estimated $202K sold.

Based on aggregated 13F filings for Q2 2019.