We are live on ! Find out more
MCI

Barings Corporate Investors

48 hedge funds and large institutions have $53.4M invested in Barings Corporate Investors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $51.9M → $53.4M (+$1.52M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 17.58%16.76% (-0.82%)

8% less funds holding

Funds holding: 5248 (-4)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
13
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$311K
CAN
27
Cetera Advisor Networks
California
$284K -$47.8K -3,383 -15%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$270K -$5.76K -408 -2%
SCA
29
Stonebridge Capital Advisors
Minnesota
$225K -$706 -50 -0.3%
RJT
30
Raymond James Trust
Florida
$221K
DJSG
31
D.J. St. Germain
Massachusetts
$191K +$181K +12,801 New
Bank of America
32
Bank of America
North Carolina
$190K -$66K -4,674 -27%
MA
33
Montag & Associates
Georgia
$180K +$1.12K +79 +0.7%
HNB
34
Huntington National Bank
Ohio
$177K
Mercer Global Advisors
35
Mercer Global Advisors
Colorado
$171K +$162K +11,500 New
CPRC
36
Consolidated Portfolio Review Corp
New York
$158K +$2.19K +155 +1%
FT
37
Fiduciary Trust
Massachusetts
$156K
MCC
38
Money Concepts Capital
Florida
$154K +$146K +10,322 New
MML Investors Services
39
MML Investors Services
Massachusetts
$149K +$141K +10,019 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$67K -$14K -993 -18%
PAI
41
Pittenger & Anderson Inc
Nebraska
$29.8K
AAG
42
Armstrong Advisory Group
Massachusetts
$28.8K
SPIA
43
Steward Partners Investment Advisory
New York
$24.6K
UIA
44
Ulland Investment Advisors
Minnesota
$17K
GRP
45
Global Retirement Partners
California
$15.5K
TCOV
46
Trust Company of Vermont
Vermont
$13.2K
GEA
47
Glen Eagle Advisors
New Jersey
$11.9K
CFGS
48
Concourse Financial Group Securities
Alabama
$9.31K
CSPIA
49
Cary Street Partners Investment Advisory
Virginia
$8.94K
EWA
50
EverSource Wealth Advisors
Alabama
$730

MCI Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2023, worth a combined $53.4M — up 2.9% from $51.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MCI and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was UBS Group, adding an estimated $1.29M. The largest seller was Almitas Capital, exiting entirely with an estimated $1.49M sold.

  • 48 institutional investors held Barings Corporate Investors (MCI) as of Q2 2023, down from 52 in Q1 2023.
  • Funds reported $53.4M of Barings Corporate Investors stock for Q2 2023, up 2.9% quarter-over-quarter.
  • 4 funds opened new Barings Corporate Investors positions in Q2 2023 and 8 closed out, a net change of -4 holders.
  • The largest Barings Corporate Investors buyer in Q2 2023 was UBS Group, an estimated $1.29M added.
  • The largest Barings Corporate Investors seller in Q2 2023 was Almitas Capital, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2023.