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MCI

Barings Corporate Investors

54 hedge funds and large institutions have $57.2M invested in Barings Corporate Investors in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $52.8M → $57.2M (+$4.38M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding

Funds holding: 5454 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 15.42%14.4% (-1%)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$420K +$16.5K +993 +5%
GL
27
Graypoint LLC
New York
$397K +$7.86K +472 +2%
HighTower Advisors
28
HighTower Advisors
Illinois
$392K -$15.3K -922 -4%
US Bancorp
29
US Bancorp
Minnesota
$385K
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$356K -$25.2K -1,517 -7%
CAN
31
Cetera Advisor Networks
California
$347K -$4.91K -295 -2%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$338K -$171K -10,267 -36%
SCA
33
Stonebridge Capital Advisors
Minnesota
$268K -$3.33K -200 -1%
DJSG
34
D.J. St. Germain
Massachusetts
$255K +$17.3K +1,040 +8%
MA
35
Montag & Associates
Georgia
$249K +$18.1K +1,087 +9%
HNB
36
Huntington National Bank
Ohio
$219K
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$212K
FT
38
Fiduciary Trust
Massachusetts
$192K
MCC
39
Money Concepts Capital
Florida
$190K
MML Investors Services
40
MML Investors Services
Massachusetts
$188K +$1.4K +84 +0.8%
CB
41
Commerce Bank
Missouri
$185K +$167K +10,026 New
Comerica Bank
42
Comerica Bank
Texas
$95.8K +$50.3K +3,025 +139%
Wells Fargo
43
Wells Fargo
California
$94.8K -$84.2K -5,058 -50%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$83K +$133 +8 +0.2%
BFPW
45
BOK Financial Private Wealth
Colorado
$56.4K +$49.9K +3,000 New
ASN
46
Advisory Services Network
Georgia
$44.1K +$39.8K +2,394 New
PAI
47
Pittenger & Anderson Inc
Nebraska
$36.9K
SPIA
48
Steward Partners Investment Advisory
New York
$26.3K
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$22.1K +$20K +1,200 New
GRP
50
Global Retirement Partners
California
$18.5K

MCI Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2023, worth a combined $57.2M — up 8.3% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.13M.

  • 54 institutional investors held Barings Corporate Investors (MCI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $57.2M of Barings Corporate Investors stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Barings Corporate Investors buyer in Q4 2023 was Morgan Stanley, an estimated $2.93M added.
  • The largest Barings Corporate Investors seller in Q4 2023 was Rivernorth Capital Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2023.