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MCI

Barings Corporate Investors

50 hedge funds and large institutions have $36M invested in Barings Corporate Investors in 2020 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

2% more funds holding

Funds holding: 4950 (+1)

0.2% more ownership

Funds ownership: 14.63%14.83% (+0.2%)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

30% less capital invested

Capital invested by funds: $51.2M → $36M (-$15.3M)

Holders
50
Holders Change
+1
Holders Change %
+2.04%
% of All Funds
1.1%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
13
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$290K +$3.79K +245 +1%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$262K -$82.4K -5,324 -19%
KA
28
Kovack Advisors
Florida
$211K -$52.3K -3,379 -16%
DJSG
29
D.J. St. Germain
Massachusetts
$184K
Citadel Advisors
30
Citadel Advisors
Florida
$184K +$245K +15,824 New
BIA
31
Biondo Investment Advisors
Pennsylvania
$174K
RJT
32
Raymond James Trust
Florida
$172K
BWM
33
BerganKDV Wealth Management
Minnesota
$152K +$2.52K +163 +1%
KA
34
Klingman & Associates
New York
$151K -$74.3K -4,800 -27%
FWM
35
FSA Wealth Management
Massachusetts
$151K
LPL Financial
36
LPL Financial
California
$144K +$310 +20 +0.2%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$142K +$15.3K +987 +9%
MAG
38
Mayfair Advisory Group
Alabama
$141K
HNB
39
Huntington National Bank
Ohio
$138K
RCM
40
Rivernorth Capital Management
Florida
$125K +$166K +10,750 New
SCA
41
Stonebridge Capital Advisors
Minnesota
$100K
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$91K
AF
43
Advisornet Financial
Minnesota
$43K
MF
44
Manchester Financial
California
$36K +$48K +3,100 New
ClearBridge Investments
45
ClearBridge Investments
New York
$26K
PAI
46
Pittenger & Anderson Inc
Nebraska
$23K
AIC
47
Ameritas Investment Company
Nebraska
$17K +$23.2K +1,500 New
TCOV
48
Trust Company of Vermont
Vermont
$10K
US Bancorp
49
US Bancorp
Minnesota
$10K
GEA
50
Glen Eagle Advisors
New Jersey
$9.29K

MCI Hedge Fund Activity: Q1 2020 in Review

50 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2020, worth a combined $36M — down 30% from $51.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 3 closed out — a net gain of 3 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $799K. The largest seller was Virtus ETF Advisers, cutting an estimated $577K.

  • 50 institutional investors held Barings Corporate Investors (MCI) as of Q1 2020, up from 49 in Q4 2019.
  • Funds reported $36M of Barings Corporate Investors stock for Q1 2020, down 30% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q1 2020 and 3 closed out, a net change of +3 holders.
  • The largest Barings Corporate Investors buyer in Q1 2020 was Raymond James Financial Services Advisors, an estimated $799K added.
  • The largest Barings Corporate Investors seller in Q1 2020 was Virtus ETF Advisers, an estimated $577K sold.

Based on aggregated 13F filings for Q1 2020.