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MCI

Barings Corporate Investors
MCI

55 hedge funds and large institutions have $55.9M invested in Barings Corporate Investors in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

4% more funds holding

Funds holding: 53 → 55 (+2)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $55M → $55.9M (+$867K)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.7% less ownership

Funds ownership: 13.65% → 12.94% (-0.7%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% 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
8
Increased
15
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CB
Commerce Bank
Missouri
+$1.09M
2
Invesco
Invesco
Georgia
+$604K
3
BEI
Benjamin Edwards Inc
Missouri
+$560K
4
WIA
World Investment Advisors
California
+$381K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$332K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$1.56M
2
DBIA
Dumont & Blake Investment Advisors
New Jersey
-$854K
3
CFMC
Curbstone Financial Management Corp
New Hampshire
-$786K
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$527K
5
BIA
BHK Investment Advisors
Alabama
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$442K -$108K -5,812 -21%
RJA
27
Raymond James & Associates
Florida
$415K -$38.3K -2,069 -9%
WIA
28
World Investment Advisors
California
$410K +$381K +20,558 New
DC
29
Davenport & Co
Virginia
$379K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$370K -$2.92K -158 -0.8%
US Bancorp
31
US Bancorp
Minnesota
$364K -$47.8K -2,584 -12%
Bank of America
32
Bank of America
North Carolina
$324K +$24.4K +1,316 +9%
MA
33
Montag & Associates
Georgia
$270K +$1.63K +88 +0.7%
SCA
34
Stonebridge Capital Advisors
Minnesota
$265K – – –
DJSG
35
D.J. St. Germain
Massachusetts
$239K – – –
HNB
36
Huntington National Bank
Ohio
$237K – – –
MAG
37
Mayfair Advisory Group
Alabama
$224K +$203K +10,983 New
LPL Financial
38
LPL Financial
California
$213K -$7.26K -392 -4%
MCC
39
Money Concepts Capital
Florida
$206K – – –
Wells Fargo
40
Wells Fargo
California
$202K -$24.4K -1,320 -12%
Comerica Bank
41
Comerica Bank
Texas
$116K – – –
GWM
42
Geneos Wealth Management
Colorado
$82.2K +$76.4K +4,125 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$80K +$5.92K +320 +9%
BFPW
44
BOK Financial Private Wealth
Colorado
$59.8K – – –
PAI
45
Pittenger & Anderson Inc
Nebraska
$39.9K – – –
SPIA
46
Steward Partners Investment Advisory
New York
$28.4K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$25.4K +$24.1K +1,302 New
GRP
48
Global Retirement Partners
California
$20.7K – – –
TCOV
49
Trust Company of Vermont
Vermont
$17.7K – – –
GEA
50
Glen Eagle Advisors
New Jersey
$15.9K – – –
1
2
3

MCI Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2024, worth a combined $55.9M — up 1.6% from $55M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCI positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Commerce Bank, adding an estimated $1.09M. The largest seller was Atria Wealth Solutions, cutting an estimated $1.56M.

  • 55 institutional investors held Barings Corporate Investors (MCI) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $55.9M of Barings Corporate Investors stock for Q3 2024, up 1.6% quarter-over-quarter.
  • 8 funds opened new Barings Corporate Investors positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Barings Corporate Investors buyer in Q3 2024 was Commerce Bank, an estimated $1.09M added.
  • The largest Barings Corporate Investors seller in Q3 2024 was Atria Wealth Solutions, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2024.