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MCI

Barings Corporate Investors

52 hedge funds and large institutions have $51.9M invested in Barings Corporate Investors in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $53.9M → $51.9M (-$1.98M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

1.48% less ownership

Funds ownership: 19.06%17.58% (-1.5%)

9% less funds holding

Funds holding: 5752 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$318K +$2.78K +196 +0.9%
RJA
27
Raymond James & Associates
Florida
$307K -$27.1K -1,913 -8%
HighTower Advisors
28
HighTower Advisors
Illinois
$298K +$1.63K +115 +0.5%
US Bancorp
29
US Bancorp
Minnesota
$295K -$198K -14,000 -40%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$262K -$7.01K -495 -3%
Bank of America
31
Bank of America
North Carolina
$247K -$16.9K -1,192 -6%
SCA
32
Stonebridge Capital Advisors
Minnesota
$215K
RJT
33
Raymond James Trust
Florida
$210K
RJFSA
34
Raymond James Financial Services Advisors
Florida
$205K -$561K -39,611 -73%
AWG
35
Altus Wealth Group
Colorado
$175K
MA
36
Montag & Associates
Georgia
$170K +$1.02K +72 +0.6%
HNB
37
Huntington National Bank
Ohio
$168K
FT
38
Fiduciary Trust
Massachusetts
$148K
CPRC
39
Consolidated Portfolio Review Corp
New York
$148K +$148K +10,430 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$77K +$85 +6 +0.1%
ASN
41
Advisory Services Network
Georgia
$33.9K
PAI
42
Pittenger & Anderson Inc
Nebraska
$28.3K
AAG
43
Armstrong Advisory Group
Massachusetts
$27.4K
AAS
44
Ameritas Advisory Services
Nebraska
$24.4K +$24.4K +1,724 New
SPIA
45
Steward Partners Investment Advisory
New York
$23.3K
UIA
46
Ulland Investment Advisors
Minnesota
$16K
GRP
47
Global Retirement Partners
California
$14.3K
Fidelity Investments
48
Fidelity Investments
Massachusetts
$13.7K +$13.7K +968 New
TCOV
49
Trust Company of Vermont
Vermont
$12.6K
GEA
50
Glen Eagle Advisors
New Jersey
$11.3K

MCI Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2023, worth a combined $51.9M — down 3.7% from $53.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MCI and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Almitas Capital, adding an estimated $461K. The largest seller was Sky Investment Group, exiting entirely with an estimated $2.52M sold.

  • 52 institutional investors held Barings Corporate Investors (MCI) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $51.9M of Barings Corporate Investors stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q1 2023 and 9 closed out, a net change of -4 holders.
  • The largest Barings Corporate Investors buyer in Q1 2023 was Almitas Capital, an estimated $461K added.
  • The largest Barings Corporate Investors seller in Q1 2023 was Sky Investment Group, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2023.