Barings Corporate Investors
MCI
52 hedge funds and large institutions have $46M invested in Barings Corporate Investors in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.
233% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $41.1M → $46M (+$4.93M)
11% more funds holding
Funds holding: 47 → 52 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.37% less ownership
Funds ownership: 15.78% → 12.41% (-3.4%)
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$2.21M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.2M |
| 3 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$1.02M |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$689K |
| 5 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
-$420K |
| 2 |
BIA
BHK Investment Advisors
Birmingham,
Alabama
|
-$297K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$283K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$256K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$240K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
51
Reby Advisors
Danbury,
Connecticut
| $3K | +$3.17K | +249 | New |
|
|
JCM
52
Jacobi Capital Management
Pittston,
Pennsylvania
| $1K | +$548 | +43 | New |
|
|
WS
53
Wedbush Securities
Los Angeles,
California
| – | -$420K | -33,584 | Closed |
|
|
FWM
54
FSA Wealth Management
Needham,
Massachusetts
| – | -$163K | -13,000 | Closed |
|
|
FFA
55
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$62K | -4,992 | Closed |
|
56
Fidelity Investments
Boston,
Massachusetts
| – | +$25 | +2 | New |
|
MCI Hedge Fund Activity: Q4 2020 in Review
52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2020, worth a combined $46M — up 12% from $41.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MCI positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 16 trimmed.
The largest buyer was Rivernorth Capital Management, adding an estimated $2.21M. The largest seller was Wedbush Securities, exiting entirely with an estimated $420K sold.
- 52 institutional investors held Barings Corporate Investors (MCI) as of Q4 2020, up from 47 in Q3 2020.
- Funds reported $46M of Barings Corporate Investors stock for Q4 2020, up 12% quarter-over-quarter.
- 10 funds opened new Barings Corporate Investors positions in Q4 2020 and 3 closed out, a net change of +7 holders.
- The largest Barings Corporate Investors buyer in Q4 2020 was Rivernorth Capital Management, an estimated $2.21M added.
- The largest Barings Corporate Investors seller in Q4 2020 was Wedbush Securities, an estimated $420K sold.
Based on aggregated 13F filings for Q4 2020.