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MCI

Barings Corporate Investors
MCI

53 hedge funds and large institutions have $55M invested in Barings Corporate Investors in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

13% more capital invested

Capital invested by funds: $48.7M → $55M (+$6.34M)

0.54% more ownership

Funds ownership: 13.1% → 13.65% (+0.54%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 55 → 53 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
53
Holders Change
-2
Holders Change %
-3.64%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
21
Reduced
11
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SAM
Secure Asset Management
Michigan
+$2.68M
2
DBIA
Dumont & Blake Investment Advisors
New Jersey
+$817K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$504K
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$439K
5
Morgan Stanley
Morgan Stanley
New York
+$332K

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$2.66M
2
CFMC
Curbstone Financial Management Corp
New Hampshire
-$232K
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$198K
4
LW
Linscomb Wealth
Texas
-$180K
5
PI
PFG Investments
New York
-$180K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
26
Raymond James & Associates
Florida
$427K +$2.34K +131 +0.6%
GL
27
Graypoint LLC
New York
$418K +$8.38K +470 +2%
US Bancorp
28
US Bancorp
Minnesota
$389K – – –
DC
29
Davenport & Co
Virginia
$354K -$64.2K -3,600 -16%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$349K +$50.7K +2,841 +18%
Bank of America
31
Bank of America
North Carolina
$279K +$6.44K +361 +2%
MML Investors Services
32
MML Investors Services
Massachusetts
$261K +$70.5K +3,952 +39%
CB
33
Commerce Bank
Missouri
$257K – – –
MA
34
Montag & Associates
Georgia
$250K +$1.53K +86 +0.6%
SFCL
35
Strengthening Families & Communities LLC
Massachusetts
$250K +$892 +50 New
SCA
36
Stonebridge Capital Advisors
Minnesota
$248K -$16.8K -940 -7%
DJSG
37
D.J. St. Germain
Massachusetts
$223K -$7.13K -400 -3%
HNB
38
Huntington National Bank
Ohio
$222K – – –
Wells Fargo
39
Wells Fargo
California
$213K +$78.7K +4,414 +63%
LPL Financial
40
LPL Financial
California
$206K +$198K +11,088 New
MCC
41
Money Concepts Capital
Florida
$192K – – –
FT
42
Fiduciary Trust
Massachusetts
$186K – – –
Comerica Bank
43
Comerica Bank
Texas
$108K +$10.7K +600 +12%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$69K +$143 +8 +0.2%
BFPW
45
BOK Financial Private Wealth
Colorado
$55.9K – – –
PAI
46
Pittenger & Anderson Inc
Nebraska
$37.2K – – –
SPIA
47
Steward Partners Investment Advisory
New York
$26.5K – – –
GRP
48
Global Retirement Partners
California
$19.4K – – –
TCOV
49
Trust Company of Vermont
Vermont
$16.5K – – –
FHA
50
First Horizon Advisors
Tennessee
$15.9K +$15.2K +854 New
1
2
3

MCI Hedge Fund Activity: Q2 2024 in Review

53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2024, worth a combined $55M — up 13% from $48.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MCI and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 21 added.

The largest buyer was Secure Asset Management, opening a new position worth an estimated $2.68M. The largest seller was RFG Advisory, exiting entirely with an estimated $2.66M sold.

  • 53 institutional investors held Barings Corporate Investors (MCI) as of Q2 2024, down from 55 in Q1 2024.
  • Funds reported $55M of Barings Corporate Investors stock for Q2 2024, up 13% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q2 2024 and 6 closed out, a net change of -1 holder.
  • The largest Barings Corporate Investors buyer in Q2 2024 was Secure Asset Management, an estimated $2.68M added.
  • The largest Barings Corporate Investors seller in Q2 2024 was RFG Advisory, an estimated $2.66M sold.

Based on aggregated 13F filings for Q2 2024.