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MCI

Barings Corporate Investors

57 hedge funds and large institutions have $53.9M invested in Barings Corporate Investors in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

16% more funds holding

Funds holding: 4957 (+8)

9% more capital invested

Capital invested by funds: $49.5M → $53.9M (+$4.36M)

0.71% more ownership

Funds ownership: 18.36%19.06% (+0.71%)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
26
Atria Wealth Solutions
New York
$358K +$23.3K +1,726 +7%
RJA
27
Raymond James & Associates
Florida
$329K -$25.8K -1,915 -8%
CAN
28
Cetera Advisor Networks
California
$311K -$64.7K -4,794 -18%
HighTower Advisors
29
HighTower Advisors
Illinois
$292K +$282K +20,922 New
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$266K -$183K -13,577 -42%
Bank of America
31
Bank of America
North Carolina
$260K +$6.78K +502 +3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$231K +$223K +16,556 New
SCA
33
Stonebridge Capital Advisors
Minnesota
$212K
RJT
34
Raymond James Trust
Florida
$207K
SOS
35
Silver Oak Securities
Tennessee
$194K +$188K +13,928 New
AWG
36
Altus Wealth Group
Colorado
$173K
MA
37
Montag & Associates
Georgia
$170K +$918 +68 +0.6%
HNB
38
Huntington National Bank
Ohio
$166K
FT
39
Fiduciary Trust
Massachusetts
$146K
MCC
40
Money Concepts Capital
Florida
$144K
ACM
41
Arlington Capital Management
Illinois
$140K +$135K +10,034 New
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$76K +$81 +6 +0.1%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$55K +$1.04K +77 +2%
AF
44
Advisornet Financial
Minnesota
$47.3K
ASN
45
Advisory Services Network
Georgia
$33.4K +$32.3K +2,394 New
PAI
46
Pittenger & Anderson Inc
Nebraska
$27.9K
AAG
47
Armstrong Advisory Group
Massachusetts
$27K +$26.1K +1,933 New
SPIA
48
Steward Partners Investment Advisory
New York
$23K
UIA
49
Ulland Investment Advisors
Minnesota
$16K
GRP
50
Global Retirement Partners
California
$14.5K

MCI Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2022, worth a combined $53.9M — up 8.8% from $49.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCI positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $1.2M. The largest seller was BHK Investment Advisors, cutting an estimated $551K.

  • 57 institutional investors held Barings Corporate Investors (MCI) as of Q4 2022, up from 49 in Q3 2022.
  • Funds reported $53.9M of Barings Corporate Investors stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 12 funds opened new Barings Corporate Investors positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Barings Corporate Investors buyer in Q4 2022 was TSP Capital Management Group, an estimated $1.2M added.
  • The largest Barings Corporate Investors seller in Q4 2022 was BHK Investment Advisors, an estimated $551K sold.

Based on aggregated 13F filings for Q4 2022.