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MCI

Barings Corporate Investors
MCI

52 hedge funds and large institutions have $46M invested in Barings Corporate Investors in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $41.1M → $46M (+$4.93M)

11% more funds holding

Funds holding: 47 → 52 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.37% less ownership

Funds ownership: 15.78% → 12.41% (-3.4%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
12
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.21M
2
LPL Financial
LPL Financial
California
+$1.2M
3
TCMG
TSP Capital Management Group
New Jersey
+$1.02M
4
BFEC
Benjamin F. Edwards & Company
Missouri
+$689K
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$209K

Top Sellers

Rank Fund Capital Flow
1
WS
Wedbush Securities
California
-$420K
2
BIA
BHK Investment Advisors
Alabama
-$297K
3
Wells Fargo
Wells Fargo
California
-$283K
4
RJA
Raymond James & Associates
Florida
-$256K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
VEA
26
Virtus ETF Advisers
New York
$294K -$17.7K -1,391 -6%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$287K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$248K +$1.64K +129 +0.7%
CAN
29
Cetera Advisor Networks
California
$227K +$2.8K +220 +1%
GIA
30
Granite Investment Advisors
New Hampshire
$224K -$4.46K -350 -2%
DJSG
31
D.J. St. Germain
Massachusetts
$209K – – –
BIA
32
Biondo Investment Advisors
Pennsylvania
$198K – – –
RJT
33
Raymond James Trust
Florida
$195K – – –
AWG
34
Altus Wealth Group
Colorado
$163K +$158K +12,401 New
MAG
35
Mayfair Advisory Group
Alabama
$160K – – –
HNB
36
Huntington National Bank
Ohio
$157K – – –
KA
37
Kovack Advisors
Florida
$152K – – –
KAS
38
Kestra Advisory Services
Texas
$148K +$145K +11,397 New
MCC
39
Money Concepts Capital
Florida
$136K +$132K +10,322 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$112K +$76 +6 +0.1%
MA
41
Montag & Associates
Georgia
$109K +$106K +8,293 New
AF
42
Advisornet Financial
Minnesota
$49K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$45K +$44.3K +3,476 New
BWM
44
BerganKDV Wealth Management
Minnesota
$37K -$136K -10,639 -79%
PAI
45
Pittenger & Anderson Inc
Nebraska
$26K – – –
MF
46
Manchester Financial
California
$21K -$1.57K -123 -7%
TCOV
47
Trust Company of Vermont
Vermont
$12K – – –
GEA
48
Glen Eagle Advisors
New Jersey
$10.5K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$6K – – –
GAM
50
Gemmer Asset Management
California
$4K – – –
1
2
3

MCI Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2020, worth a combined $46M — up 12% from $41.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MCI positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.21M. The largest seller was Wedbush Securities, exiting entirely with an estimated $420K sold.

  • 52 institutional investors held Barings Corporate Investors (MCI) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $46M of Barings Corporate Investors stock for Q4 2020, up 12% quarter-over-quarter.
  • 10 funds opened new Barings Corporate Investors positions in Q4 2020 and 3 closed out, a net change of +7 holders.
  • The largest Barings Corporate Investors buyer in Q4 2020 was Rivernorth Capital Management, an estimated $2.21M added.
  • The largest Barings Corporate Investors seller in Q4 2020 was Wedbush Securities, an estimated $420K sold.

Based on aggregated 13F filings for Q4 2020.