We are live on ! Find out more
MCI

Barings Corporate Investors
MCI

64 hedge funds and large institutions have $65M invested in Barings Corporate Investors in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

16% more funds holding

Funds holding: 55 → 64 (+9)

16% more capital invested

Capital invested by funds: $55.9M → $65M (+$9.08M)

1.89% more ownership

Funds ownership: 12.94% → 14.84% (+1.9%)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
18
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRA
Round Rock Advisors
Connecticut
+$372K
2
Bank of America
Bank of America
North Carolina
+$349K
3
IA
IFP Advisors
Florida
+$316K
4
MML Investors Services
MML Investors Services
Massachusetts
+$314K
5
KAS
Kestra Advisory Services
Texas
+$269K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$646K
2
CB
Commerce Bank
Missouri
-$339K
3
NA
NewEdge Advisors
Louisiana
-$123K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$101K
5
Wells Fargo
Wells Fargo
California
-$84.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$592K +$207K +10,456 +56%
NA
27
NewEdge Advisors
Louisiana
$532K -$123K -6,237 -19%
UBS Group
28
UBS Group
Switzerland
$488K -$646K -32,662 -58%
GL
29
Graypoint LLC
New York
$477K +$9.21K +466 +2%
Focus Partners Wealth
30
Focus Partners Wealth
Massachusetts
$451K -$78.5K -3,970 -15%
WIA
31
World Investment Advisors
California
$419K – – –
RRA
32
Round Rock Advisors
Connecticut
$384K +$372K +18,838 New
US Bancorp
33
US Bancorp
Minnesota
$373K – – –
DJSG
34
D.J. St. Germain
Massachusetts
$365K +$117K +5,940 +50%
WA
35
Whipplewood Advisors
Colorado
$357K +$347K +17,530 New
DC
36
Davenport & Co
Virginia
$333K -$52.7K -2,666 -14%
IA
37
IFP Advisors
Florida
$326K +$316K +16,000 New
MA
38
Montag & Associates
Georgia
$284K +$1.68K +85 +0.6%
SCA
39
Stonebridge Capital Advisors
Minnesota
$271K – – –
LPL Financial
40
LPL Financial
California
$265K +$45.9K +2,320 +22%
HNB
41
Huntington National Bank
Ohio
$243K – – –
MAG
42
Mayfair Advisory Group
Alabama
$224K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$214K +$208K +10,510 New
MCC
44
Money Concepts Capital
Florida
$210K – – –
SA
45
Sanctuary Advisors
Indiana
$206K +$195K +9,862 New
CPRC
46
Consolidated Portfolio Review Corp
New York
$206K +$200K +10,102 New
SG
47
StoneX Group
New York
$204K +$198K +10,020 New
FT
48
Fiduciary Trust
Massachusetts
$204K +$197K +9,986 New
Wells Fargo
49
Wells Fargo
California
$119K -$84.7K -4,285 -42%
Comerica Bank
50
Comerica Bank
Texas
$118K – – –
1
2
3

MCI Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2024, worth a combined $65M — up 16% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCI positions and 2 closed out — a net gain of 10 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Round Rock Advisors, opening a new position worth an estimated $372K. The largest seller was UBS Group, cutting an estimated $646K.

  • 64 institutional investors held Barings Corporate Investors (MCI) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $65M of Barings Corporate Investors stock for Q4 2024, up 16% quarter-over-quarter.
  • 12 funds opened new Barings Corporate Investors positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Barings Corporate Investors buyer in Q4 2024 was Round Rock Advisors, an estimated $372K added.
  • The largest Barings Corporate Investors seller in Q4 2024 was UBS Group, an estimated $646K sold.

Based on aggregated 13F filings for Q4 2024.