Barings Corporate Investors
MCI
47 hedge funds and large institutions have $48.7M invested in Barings Corporate Investors in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
6% more capital invested
Capital invested by funds: $46.1M → $48.7M (+$2.56M)
4% more funds holding
Funds holding: 45 → 47 (+2)
0.21% less ownership
Funds ownership: 14.12% → 13.91% (-0.21%)
14% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$535K |
| 2 |
BB
Busey Bank
Urbana,
Illinois
|
+$305K |
| 3 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$212K |
| 4 |
Morgan Stanley
New York
|
+$209K |
| 5 |
BWM
BerganKDV Wealth Management
Bloomington,
Minnesota
|
+$208K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$187K |
| 2 |
HAM
Hammer Asset Management
Auburn,
California
|
-$129K |
| 3 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$96.7K |
| 4 |
BIA
BHK Investment Advisors
Birmingham,
Alabama
|
-$71.5K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$51.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Fidelity Investments
Boston,
Massachusetts
| – | +$16 | +1 | New |
|
MCI Hedge Fund Activity: Q3 2019 in Review
47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2019, worth a combined $48.7M — up 5.5% from $46.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MCI positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 14 trimmed.
The largest buyer was Curbstone Financial Management Corp, adding an estimated $535K. The largest seller was UBS Group, cutting an estimated $187K.
- 47 institutional investors held Barings Corporate Investors (MCI) as of Q3 2019, up from 45 in Q2 2019.
- Funds reported $48.7M of Barings Corporate Investors stock for Q3 2019, up 5.5% quarter-over-quarter.
- 5 funds opened new Barings Corporate Investors positions in Q3 2019 and 2 closed out, a net change of +3 holders.
- The largest Barings Corporate Investors buyer in Q3 2019 was Curbstone Financial Management Corp, an estimated $535K added.
- The largest Barings Corporate Investors seller in Q3 2019 was UBS Group, an estimated $187K sold.
Based on aggregated 13F filings for Q3 2019.