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MCI

Barings Corporate Investors
MCI

67 hedge funds and large institutions have $82.7M invested in Barings Corporate Investors in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $65M → $82.7M (+$17.8M)

5% more funds holding

Funds holding: 64 → 67 (+3)

1.58% more ownership

Funds ownership: 14.84% → 16.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
16
Reduced
25
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GWSA
Global Wealth Strategies & Associates
Colorado
+$4.6M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$2.09M
3
Invesco
Invesco
Georgia
+$1.39M
4
LPL Financial
LPL Financial
California
+$590K
5
MML Investors Services
MML Investors Services
Massachusetts
+$494K

Top Sellers

Rank Fund Capital Flow
1
DBIA
Dumont & Blake Investment Advisors
New Jersey
-$757K
2
BIA
BHK Investment Advisors
Alabama
-$464K
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$451K
4
WA
Whipplewood Advisors
Colorado
-$363K
5
CB
Commerce Bank
Missouri
-$266K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$808K -$14.9K -709 -2%
KAS
27
Kestra Advisory Services
Texas
$731K -$96.8K -4,599 -13%
Vanguard Group
28
Vanguard Group
Pennsylvania
$706K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$596K -$75.9K -3,605 -12%
NA
30
NewEdge Advisors
Louisiana
$569K -$38.2K -1,817 -7%
GL
31
Graypoint LLC
New York
$562K +$11.9K +567 +2%
WIA
32
World Investment Advisors
California
$482K – – –
UBS Group
33
UBS Group
Switzerland
$472K -$80.2K -3,813 -16%
US Bancorp
34
US Bancorp
Minnesota
$429K – – –
MWM
35
MGB Wealth Management
Texas
$397K +$372K +17,674 New
WA
36
Whipplewood Advisors
Colorado
$394K -$363K -17,231 -98%
MA
37
Montag & Associates
Georgia
$321K +$1.75K +83 +0.6%
SCA
38
Stonebridge Capital Advisors
Minnesota
$312K -$316 -15 -0.1%
DC
39
Davenport & Co
Virginia
$289K -$84.2K -4,000 -24%
HNB
40
Huntington National Bank
Ohio
$279K – – –
DJSG
41
D.J. St. Germain
Massachusetts
$270K -$134K -6,390 -36%
MAG
42
Mayfair Advisory Group
Alabama
$257K – – –
CPRC
43
Consolidated Portfolio Review Corp
New York
$239K +$2.42K +115 +1%
DBIA
44
Dumont & Blake Investment Advisors
New Jersey
$238K -$757K -35,961 -78%
FT
45
Fiduciary Trust
Massachusetts
$234K – – –
SA
46
Sanctuary Advisors
Indiana
$231K – – –
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$230K -$14.5K -691 -7%
IA
48
IFP Advisors
Florida
$230K -$130K -6,199 -39%
PAS
49
PKS Advisory Services
New York
$225K +$202K +9,607 New
WFM
50
Wolff Financial Management
Michigan
$216K +$194K +9,221 New
1
2
3

MCI Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2025, worth a combined $82.7M — up 27% from $65M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCI positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Global Wealth Strategies & Associates, opening a new position worth an estimated $4.6M. The largest seller was Dumont & Blake Investment Advisors, cutting an estimated $757K.

  • 67 institutional investors held Barings Corporate Investors (MCI) as of Q1 2025, up from 64 in Q4 2024.
  • Funds reported $82.7M of Barings Corporate Investors stock for Q1 2025, up 27% quarter-over-quarter.
  • 7 funds opened new Barings Corporate Investors positions in Q1 2025 and 3 closed out, a net change of +4 holders.
  • The largest Barings Corporate Investors buyer in Q1 2025 was Global Wealth Strategies & Associates, an estimated $4.6M added.
  • The largest Barings Corporate Investors seller in Q1 2025 was Dumont & Blake Investment Advisors, an estimated $757K sold.

Based on aggregated 13F filings for Q1 2025.