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MCI

Barings Corporate Investors

55 hedge funds and large institutions have $48.7M invested in Barings Corporate Investors in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 24 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

2% more funds holding

Funds holding: 5455 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.29% less ownership

Funds ownership: 14.4%13.1% (-1.3%)

15% less capital invested

Capital invested by funds: $57.2M → $48.7M (-$8.46M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% 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
11
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$370K -$672K -36,790 -63%
KAS
27
Kestra Advisory Services
Texas
$368K +$391K +21,391 New
US Bancorp
28
US Bancorp
Minnesota
$359K
CAN
29
Cetera Advisor Networks
California
$292K -$33.4K -1,830 -10%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$273K -$44.6K -2,443 -13%
Bank of America
31
Bank of America
North Carolina
$251K -$190K -10,381 -42%
SCA
32
Stonebridge Capital Advisors
Minnesota
$245K -$5.11K -280 -2%
CB
33
Commerce Bank
Missouri
$238K +$69.4K +3,800 +38%
MA
34
Montag & Associates
Georgia
$229K +$1.5K +82 +0.6%
DJSG
35
D.J. St. Germain
Massachusetts
$213K -$26.6K -1,456 -11%
HNB
36
Huntington National Bank
Ohio
$205K
Mercer Global Advisors
37
Mercer Global Advisors
Colorado
$198K
LW
38
Linscomb Wealth
Texas
$180K +$192K +10,500 New
PI
39
PFG Investments
New York
$180K +$191K +10,474 New
MCC
40
Money Concepts Capital
Florida
$177K
MML Investors Services
41
MML Investors Services
Massachusetts
$173K -$2.48K -136 -1%
FT
42
Fiduciary Trust
Massachusetts
$172K -$7.98K -437 -4%
Wells Fargo
43
Wells Fargo
California
$121K +$34.7K +1,901 +37%
Comerica Bank
44
Comerica Bank
Texas
$89.4K
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$64K -$14.5K -793 -18%
BFPW
46
BOK Financial Private Wealth
Colorado
$51.6K
PAI
47
Pittenger & Anderson Inc
Nebraska
$34.4K
SPIA
48
Steward Partners Investment Advisory
New York
$24.5K
GRP
49
Global Retirement Partners
California
$17.9K
TCOV
50
Trust Company of Vermont
Vermont
$15.3K

MCI Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2024, worth a combined $48.7M — down 15% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCI positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 24 trimmed.

The largest buyer was BHK Investment Advisors, adding an estimated $2.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $4.01M sold.

  • 55 institutional investors held Barings Corporate Investors (MCI) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $48.7M of Barings Corporate Investors stock for Q1 2024, down 15% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q1 2024 and 4 closed out, a net change of +1 holder.
  • The largest Barings Corporate Investors buyer in Q1 2024 was BHK Investment Advisors, an estimated $2.68M added.
  • The largest Barings Corporate Investors seller in Q1 2024 was Rivernorth Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2024.