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MCI

Barings Corporate Investors
MCI

63 hedge funds and large institutions have $65.3M invested in Barings Corporate Investors in 2025 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 14

0.42% less ownership

Funds ownership: 16.79% → 16.36% (-0.42%)

5% less funds holding

Funds holding: 66 → 63 (-3)

12% less capital invested

Capital invested by funds: $74.5M → $65.3M (-$9.28M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.77%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
21
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EH
Equitable Holdings
New York
+$614K
2
Cerity Partners
Cerity Partners
New York
+$516K
3
UFA
Uptown Financial Advisors
Texas
+$419K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$354K
5
GWSA
Global Wealth Strategies & Associates
Colorado
+$315K

Top Sellers

Rank Fund Capital Flow
1
TCMG
TSP Capital Management Group
New Jersey
-$1.74M
2
QFW
QTR Family Wealth
Florida
-$747K
3
SAM
Secure Asset Management
Michigan
-$368K
4
Invesco
Invesco
Georgia
-$363K
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$346K
Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
26
Benjamin Edwards Inc
Missouri
$601K +$2.99K +147 +0.4%
EH
27
Equitable Holdings
New York
$548K +$614K +30,189 New
Vanguard Group
28
Vanguard Group
Pennsylvania
$546K – – –
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$532K +$22.1K +1,087 +4%
Cerity Partners
30
Cerity Partners
New York
$461K +$516K +25,387 New
MWM
31
MGB Wealth Management
Texas
$443K +$22.3K +1,097 +5%
FFA
32
Farther Finance Advisors
California
$407K +$4.51K +222 +1%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$406K +$354K +17,394 +348%
JE
34
Jacobs Equity
Utah
$382K +$427K +21,028 New
UFA
35
Uptown Financial Advisors
Texas
$374K +$419K +20,594 New
Focus Partners Wealth
36
Focus Partners Wealth
Massachusetts
$340K -$346K -17,010 -48%
US Bancorp
37
US Bancorp
Minnesota
$332K – – –
DJSG
38
D.J. St. Germain
Massachusetts
$329K +$81 +4 +0%
UBS Group
39
UBS Group
Switzerland
$312K -$1.79K -88 -0.5%
CB
40
Commerce Bank
Missouri
$277K – – –
HNB
41
Huntington National Bank
Ohio
$245K – – –
SCA
42
Stonebridge Capital Advisors
Minnesota
$241K – – –
MAG
43
Mayfair Advisory Group
Alabama
$204K – – –
KA
44
Kovack Advisors
Florida
$202K +$226K +11,120 New
DC
45
Davenport & Co
Virginia
$188K -$40.6K -2,000 -16%
MA
46
Montag & Associates
Georgia
$171K – – –
Jones Financial Companies
47
Jones Financial Companies
Missouri
$165K +$83.6K +4,113 +82%
Comerica Bank
48
Comerica Bank
Texas
$127K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$86K +$407 +20 +0.4%
BFPW
50
BOK Financial Private Wealth
Colorado
$52.4K – – –
1
2
3

MCI Hedge Fund Activity: Q4 2025 in Review

63 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2025, worth a combined $65.3M — down 12% from $74.5M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MCI and 7 opened new positions — a net loss of 3 holders — while 14 trimmed existing stakes and 21 added.

The largest buyer was Equitable Holdings, opening a new position worth an estimated $614K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $1.74M sold.

  • 63 institutional investors held Barings Corporate Investors (MCI) as of Q4 2025, down from 66 in Q3 2025.
  • Funds reported $65.3M of Barings Corporate Investors stock for Q4 2025, down 12% quarter-over-quarter.
  • 7 funds opened new Barings Corporate Investors positions in Q4 2025 and 10 closed out, a net change of -3 holders.
  • The largest Barings Corporate Investors buyer in Q4 2025 was Equitable Holdings, an estimated $614K added.
  • The largest Barings Corporate Investors seller in Q4 2025 was TSP Capital Management Group, an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2025.