Barings Corporate Investors
MCI
48 hedge funds and large institutions have $53.4M invested in Barings Corporate Investors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.
3% more capital invested
Capital invested by funds: $51.9M → $53.4M (+$1.52M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.82% less ownership
Funds ownership: 17.58% → 16.76% (-0.82%)
8% less funds holding
Funds holding: 52 → 48 (-4)
19% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 16
50% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.29M |
| 2 |
Morgan Stanley
New York
|
+$609K |
| 3 |
BIA
BHK Investment Advisors
Birmingham,
Alabama
|
+$337K |
| 4 |
Mercer Global Advisors
Denver,
Colorado
|
+$162K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$155K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Almitas Capital
Santa Monica,
California
|
-$1.49M |
| 2 |
LPL Financial
San Diego,
California
|
-$1.3M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$890K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$362K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$334K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AC
51
Almitas Capital
Santa Monica,
California
| – | -$1.49M | -104,971 | Closed |
|
|
52
LPL Financial
San Diego,
California
| – | -$1.3M | -92,040 | Closed |
|
|
BPA
53
Beacon Pointe Advisors
Newport Beach,
California
| – | -$362K | -25,602 | Closed |
|
|
RJFSA
54
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$205K | -14,477 | Closed |
|
|
AWG
55
Altus Wealth Group
Colorado Springs,
Colorado
| – | -$175K | -12,401 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$33.9K | -2,394 | Closed |
|
|
AAS
57
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$24.4K | -1,724 | Closed |
|
58
Fidelity Investments
Boston,
Massachusetts
| – | -$13.7K | -968 | Closed |
|
MCI Hedge Fund Activity: Q2 2023 in Review
48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2023, worth a combined $53.4M — up 2.9% from $51.9M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of MCI and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.
The largest buyer was UBS Group, adding an estimated $1.29M. The largest seller was Almitas Capital, exiting entirely with an estimated $1.49M sold.
- 48 institutional investors held Barings Corporate Investors (MCI) as of Q2 2023, down from 52 in Q1 2023.
- Funds reported $53.4M of Barings Corporate Investors stock for Q2 2023, up 2.9% quarter-over-quarter.
- 4 funds opened new Barings Corporate Investors positions in Q2 2023 and 8 closed out, a net change of -4 holders.
- The largest Barings Corporate Investors buyer in Q2 2023 was UBS Group, an estimated $1.29M added.
- The largest Barings Corporate Investors seller in Q2 2023 was Almitas Capital, an estimated $1.49M sold.
Based on aggregated 13F filings for Q2 2023.