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MCI

Barings Corporate Investors
MCI

51 hedge funds and large institutions have $50M invested in Barings Corporate Investors in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $46M → $50M (+$3.94M)

5.33% more ownership

Funds ownership: 12.41% → 17.74% (+5.3%)

2% less funds holding

Funds holding: 52 → 51 (-1)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
17
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$2.4M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
+$270K
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$188K
4
SPWG
Sage Private Wealth Group
Illinois
+$147K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$143K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$303K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$287K
3
AWG
Altus Wealth Group
Colorado
-$163K
4
KA
Kovack Advisors
Florida
-$152K
5
KAS
Kestra Advisory Services
Texas
-$148K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$387K +$121K +8,941 +47%
CAN
27
Cetera Advisor Networks
California
$283K +$41.3K +3,056 +18%
DJSG
28
D.J. St. Germain
Massachusetts
$215K -$6.3K -466 -3%
BIA
29
Biondo Investment Advisors
Pennsylvania
$209K – – –
RJT
30
Raymond James Trust
Florida
$206K – – –
MAG
31
Mayfair Advisory Group
Alabama
$171K – – –
HNB
32
Huntington National Bank
Ohio
$166K – – –
GIA
33
Granite Investment Advisors
New Hampshire
$153K -$81.2K -6,000 -35%
SPWG
34
Sage Private Wealth Group
Illinois
$151K +$147K +10,864 New
MCC
35
Money Concepts Capital
Florida
$144K – – –
SCA
36
Stonebridge Capital Advisors
Minnesota
$120K +$116K +8,595 New
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$118K +$68 +5 +0.1%
MA
38
Montag & Associates
Georgia
$116K +$785 +58 +0.7%
Fifth Third Bancorp
39
Fifth Third Bancorp
Ohio
$94K +$91.2K +6,744 New
AF
40
Advisornet Financial
Minnesota
$51K – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$49K +$839 +62 +2%
BWM
42
BerganKDV Wealth Management
Minnesota
$39K – – –
PAI
43
Pittenger & Anderson Inc
Nebraska
$28K – – –
AIC
44
Ameritas Investment Company
Nebraska
$21K +$20.4K +1,508 New
SWM
45
Spire Wealth Management
Virginia
$17K +$16.2K +1,200 New
TCOV
46
Trust Company of Vermont
Vermont
$12K – – –
GEA
47
Glen Eagle Advisors
New Jersey
$11.1K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$6.27K – – –
MF
49
Manchester Financial
California
$6K -$16.2K -1,200 -75%
RWB
50
RMR Wealth Builders
New Jersey
$6K +$5.41K +400 New
1
2
3

MCI Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2021, worth a combined $50M — up 8.6% from $46M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.4M. The largest seller was Osaic Holdings, cutting an estimated $303K.

  • 51 institutional investors held Barings Corporate Investors (MCI) as of Q1 2021, down from 52 in Q4 2020.
  • Funds reported $50M of Barings Corporate Investors stock for Q1 2021, up 8.6% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest Barings Corporate Investors buyer in Q1 2021 was Rivernorth Capital Management, an estimated $2.4M added.
  • The largest Barings Corporate Investors seller in Q1 2021 was Osaic Holdings, an estimated $303K sold.

Based on aggregated 13F filings for Q1 2021.