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MCI

Barings Corporate Investors
MCI

44 hedge funds and large institutions have $55.8M invested in Barings Corporate Investors in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $54.4M → $55.8M (+$1.41M)

0.05% more ownership

Funds ownership: 17.17% → 17.23% (+0.05%)

0% more funds holding

Funds holding: 44 → 44 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
44
Holders Change
–
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$929K
2
Osaic Holdings
Osaic Holdings
Arizona
+$753K
3
AWG
Altus Wealth Group
Colorado
+$191K
4
EL
EMFO LLC
Florida
+$128K
5
Wells Fargo
Wells Fargo
California
+$116K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$633K
2
VEA
Virtus ETF Advisers
New York
-$524K
3
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$338K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$313K
5
CFMC
Curbstone Financial Management Corp
New Hampshire
-$133K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$319K -$7.43K -483 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$259K +$80.1K +5,204 +45%
RJT
28
Raymond James Trust
Florida
$231K – – –
BIA
29
Biondo Investment Advisors
Pennsylvania
$202K – – –
DJSG
30
D.J. St. Germain
Massachusetts
$201K – – –
AWG
31
Altus Wealth Group
Colorado
$193K +$191K +12,401 New
MAG
32
Mayfair Advisory Group
Alabama
$188K – – –
HNB
33
Huntington National Bank
Ohio
$185K – – –
MA
34
Montag & Associates
Georgia
$150K +$785 +51 +0.5%
SCA
35
Stonebridge Capital Advisors
Minnesota
$134K -$132K -8,595 -50%
EL
36
EMFO LLC
Florida
$130K +$128K +8,336 New
Rockefeller Capital Management
37
Rockefeller Capital Management
New York
$56K +$861 +56 +2%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$55K +$77 +5 +0.1%
AF
39
Advisornet Financial
Minnesota
$53K -$4.62K -300 -8%
PAI
40
Pittenger & Anderson Inc
Nebraska
$31K – – –
SPIA
41
Steward Partners Investment Advisory
New York
$26K – – –
SWM
42
Spire Wealth Management
Virginia
$19K – – –
SC
43
Sawyer & Company
Massachusetts
$16K +$15.4K +1,000 New
BWM
44
BerganKDV Wealth Management
Minnesota
$14K – – –
GEA
45
Glen Eagle Advisors
New Jersey
$12.4K – – –
JCM
46
Jacobi Capital Management
Pennsylvania
$1K +$15 +1 +2%
VEA
47
Virtus ETF Advisers
New York
– -$524K -34,476 Closed
TCOV
48
Trust Company of Vermont
Vermont
– -$13K -888 Closed
GAM
49
Gemmer Asset Management
California
– -$5K -328 Closed
1
2

MCI Hedge Fund Activity: Q3 2021 in Review

44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2021, worth a combined $55.8M — up 2.6% from $54.4M a quarter earlier.

Fund positioning in MCI was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $929K. The largest seller was UBS Group, cutting an estimated $633K.

  • 44 institutional investors held Barings Corporate Investors (MCI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $55.8M of Barings Corporate Investors stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 3 funds opened new Barings Corporate Investors positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest Barings Corporate Investors buyer in Q3 2021 was Rivernorth Capital Management, an estimated $929K added.
  • The largest Barings Corporate Investors seller in Q3 2021 was UBS Group, an estimated $633K sold.

Based on aggregated 13F filings for Q3 2021.