Barings Corporate Investors
MCI
49 hedge funds and large institutions have $35.6M invested in Barings Corporate Investors in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
9% more funds holding
Funds holding: 45 → 49 (+4)
0.6% more ownership
Funds ownership: 11.33% → 11.93% (+0.6%)
2% less capital invested
Capital invested by funds: $36.4M → $35.6M (-$841K)
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$1.35M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$554K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$260K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$221K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Creative Planning
Overland Park,
Kansas
|
-$1.16M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$335K |
| 3 |
US Bancorp
Minneapolis,
Minnesota
|
-$202K |
| 4 |
HCM
Harvest Capital Management
Concord,
New Hampshire
|
-$156K |
| 5 |
SIG
Sky Investment Group
Hartford,
Connecticut
|
-$81.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RFC
51
Regions Financial Corp
Birmingham,
Alabama
| $3K | – | – | – |
|
|
52
Creative Planning
Overland Park,
Kansas
| – | -$1.16M | -75,528 | Closed |
|
|
53
US Bancorp
Minneapolis,
Minnesota
| – | -$202K | -13,156 | Closed |
|
|
WCAMG
54
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| – | -$20K | -1,290 | Closed |
|
|
SWMG
55
Signature Wealth Management Group
Atlanta,
Georgia
| – | -$9K | -590 | Closed |
|
MCI Hedge Fund Activity: Q4 2018 in Review
49 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2018, worth a combined $35.6M — down 2.3% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCI positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $1.35M. The largest seller was Creative Planning, exiting entirely with an estimated $1.16M sold.
- 49 institutional investors held Barings Corporate Investors (MCI) as of Q4 2018, up from 45 in Q3 2018.
- Funds reported $35.6M of Barings Corporate Investors stock for Q4 2018, down 2.3% quarter-over-quarter.
- 8 funds opened new Barings Corporate Investors positions in Q4 2018 and 4 closed out, a net change of +4 holders.
- The largest Barings Corporate Investors buyer in Q4 2018 was TSP Capital Management Group, an estimated $1.35M added.
- The largest Barings Corporate Investors seller in Q4 2018 was Creative Planning, an estimated $1.16M sold.
Based on aggregated 13F filings for Q4 2018.