Barings Corporate Investors
MCI
45 hedge funds and large institutions have $36.4M invested in Barings Corporate Investors in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 7 reducing their positions, and 6 closing their positions.
143% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 7
5% more capital invested
Capital invested by funds: $34.7M → $36.4M (+$1.73M)
0.04% less ownership
Funds ownership: 11.38% → 11.33% (-0.04%)
6% less funds holding
Funds holding: 48 → 45 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$347K |
| 2 |
BIA
Biondo Investment Advisors
Milford,
Pennsylvania
|
+$337K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$239K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$171K |
| 5 |
SIG
Sky Investment Group
Hartford,
Connecticut
|
+$148K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$1.39M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$151K |
| 3 |
Morgan Stanley
New York
|
-$83K |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
-$59K |
| 5 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CF
51
Centaurus Financial
Anaheim,
California
| – | -$39K | -2,600 | Closed |
|
52
SEI Investments
Oaks,
Pennsylvania
| – | -$37K | -2,473 | Closed |
|
|
BCA
53
Bay Colony Advisors
Concord,
Massachusetts
| – | -$34K | -2,224 | Closed |
|
54
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$7K | -481 | Closed |
|
MCI Hedge Fund Activity: Q3 2018 in Review
45 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2018, worth a combined $36.4M — up 5% from $34.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MCI and 3 opened new positions — a net loss of 3 holders — while 7 trimmed existing stakes and 17 added.
The largest buyer was Wells Fargo, adding an estimated $347K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $1.39M sold.
- 45 institutional investors held Barings Corporate Investors (MCI) as of Q3 2018, down from 48 in Q2 2018.
- Funds reported $36.4M of Barings Corporate Investors stock for Q3 2018, up 5% quarter-over-quarter.
- 3 funds opened new Barings Corporate Investors positions in Q3 2018 and 6 closed out, a net change of -3 holders.
- The largest Barings Corporate Investors buyer in Q3 2018 was Wells Fargo, an estimated $347K added.
- The largest Barings Corporate Investors seller in Q3 2018 was TSP Capital Management Group, an estimated $1.39M sold.
Based on aggregated 13F filings for Q3 2018.