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MCI

Barings Corporate Investors

49 hedge funds and large institutions have $51.2M invested in Barings Corporate Investors in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 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

5% more capital invested

Capital invested by funds: $48.7M → $51.2M (+$2.55M)

4% more funds holding

Funds holding: 4749 (+2)

0.72% more ownership

Funds ownership: 13.91%14.63% (+0.72%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$435K
CAN
27
Cetera Advisor Networks
California
$417K +$3.77K +225 +0.9%
KA
28
Kovack Advisors
Florida
$364K +$1.89K +113 +0.5%
KA
29
Klingman & Associates
New York
$300K
DJSG
30
D.J. St. Germain
Massachusetts
$268K -$46.9K -2,800 -15%
BIA
31
Biondo Investment Advisors
Pennsylvania
$253K
RJT
32
Raymond James Trust
Florida
$250K
FWM
33
FSA Wealth Management
Massachusetts
$219K +$218K +13,000 New
BWM
34
BerganKDV Wealth Management
Minnesota
$218K +$2.56K +153 +1%
LPL Financial
35
LPL Financial
California
$208K +$207K +12,355 New
MAG
36
Mayfair Advisory Group
Alabama
$204K +$203K +12,111 New
HNB
37
Huntington National Bank
Ohio
$201K
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$190K -$9.25K -552 -5%
SCA
39
Stonebridge Capital Advisors
Minnesota
$145K
Northwestern Mutual Wealth Management
40
Northwestern Mutual Wealth Management
Wisconsin
$132K
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$67K -$12.3K -732 -15%
AF
42
Advisornet Financial
Minnesota
$62K -$29.7K -1,770 -32%
ClearBridge Investments
43
ClearBridge Investments
New York
$38K
PAI
44
Pittenger & Anderson Inc
Nebraska
$34K
TCOV
45
Trust Company of Vermont
Vermont
$15K
US Bancorp
46
US Bancorp
Minnesota
$15K
GEA
47
Glen Eagle Advisors
New Jersey
$13.5K +$13.4K +800 New
TSW
48
Thompson Siegel & Walmsley
Virginia
$10K
GAM
49
Gemmer Asset Management
California
$6K
PCG
50
Private Capital Group
Connecticut
$6K

MCI Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2019, worth a combined $51.2M — up 5.2% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $2.17M. The largest seller was Busey Bank, exiting entirely with an estimated $317K sold.

  • 49 institutional investors held Barings Corporate Investors (MCI) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $51.2M of Barings Corporate Investors stock for Q4 2019, up 5.2% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q4 2019 and 4 closed out, a net change of +2 holders.
  • The largest Barings Corporate Investors buyer in Q4 2019 was Colony Group, an estimated $2.17M added.
  • The largest Barings Corporate Investors seller in Q4 2019 was Busey Bank, an estimated $317K sold.

Based on aggregated 13F filings for Q4 2019.