Barings Corporate Investors
MCI
52 hedge funds and large institutions have $51.9M invested in Barings Corporate Investors in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less capital invested
Capital invested by funds: $53.9M → $51.9M (-$1.98M)
6% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 16
1.48% less ownership
Funds ownership: 19.06% → 17.58% (-1.5%)
9% less funds holding
Funds holding: 57 → 52 (-5)
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
+$461K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$426K |
| 3 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$363K |
| 4 |
BIA
BHK Investment Advisors
Birmingham,
Alabama
|
+$286K |
| 5 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$172K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIG
Sky Investment Group
Hartford,
Connecticut
|
-$2.52M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$1.69M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$561K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$231K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$198K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $8.84K | – | – | – |
|
|
CSPIA
52
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $8.49K | – | – | – |
|
53
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.17K | -$24K | -1,697 | -2% |
|
|
EWA
54
EverSource Wealth Advisors
Birmingham,
Alabama
| $693 | – | – | – |
|
|
55
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$231K | -16,556 | Closed |
|
|
SOS
56
Silver Oak Securities
Jackson,
Tennessee
| – | -$194K | -13,928 | Closed |
|
|
MCC
57
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$144K | -10,322 | Closed |
|
|
ACM
58
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$140K | -10,034 | Closed |
|
59
Rockefeller Capital Management
New York
| – | -$55K | -3,967 | Closed |
|
|
AF
60
Advisornet Financial
Minnetonka,
Minnesota
| – | -$48K | -3,391 | Closed |
|
|
TWA
61
Tandem Wealth Advisors
Phoenix,
Arizona
| – | -$13.2K | -943 | Closed |
|
|
IA
62
IFP Advisors
Tampa,
Florida
| – | -$3K | -200 | Closed |
|
MCI Hedge Fund Activity: Q1 2023 in Review
52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2023, worth a combined $51.9M — down 3.7% from $53.9M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of MCI and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.
The largest buyer was Almitas Capital, adding an estimated $461K. The largest seller was Sky Investment Group, exiting entirely with an estimated $2.52M sold.
- 52 institutional investors held Barings Corporate Investors (MCI) as of Q1 2023, down from 57 in Q4 2022.
- Funds reported $51.9M of Barings Corporate Investors stock for Q1 2023, down 3.7% quarter-over-quarter.
- 5 funds opened new Barings Corporate Investors positions in Q1 2023 and 9 closed out, a net change of -4 holders.
- The largest Barings Corporate Investors buyer in Q1 2023 was Almitas Capital, an estimated $461K added.
- The largest Barings Corporate Investors seller in Q1 2023 was Sky Investment Group, an estimated $2.52M sold.
Based on aggregated 13F filings for Q1 2023.