Barings Corporate Investors
MCI
54 hedge funds and large institutions have $57.2M invested in Barings Corporate Investors in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.
25% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $52.8M → $57.2M (+$4.38M)
6% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 16
0% more funds holding
Funds holding: 54 → 54 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1.02% less ownership
Funds ownership: 15.42% → 14.4% (-1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.93M |
| 2 |
AWS
Atria Wealth Solutions
New York
|
+$535K |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$420K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$224K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$206K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$4.13M |
| 2 |
BIA
BHK Investment Advisors
Birmingham,
Alabama
|
-$1.68M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.61M |
| 4 |
Mariner
Overland Park,
Kansas
|
-$278K |
| 5 |
CPRC
Consolidated Portfolio Review Corp
Woodbury,
New York
|
-$171K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCOV
51
Trust Company of Vermont
Brattleboro,
Vermont
| $16.4K | – | – | – |
|
|
FGA
52
Fortis Group Advisors
Westwood,
New Jersey
| $15.7K | +$7.07K | +425 | +100% |
|
|
GEA
53
Glen Eagle Advisors
Kingston,
New Jersey
| $14.7K | – | – | – |
|
|
UIA
54
Ulland Investment Advisors
Minneapolis,
Minnesota
| $14K | – | – | – |
|
|
CFGS
55
Concourse Financial Group Securities
Birmingham,
Alabama
| $11.8K | – | – | – |
|
|
EWA
56
EverSource Wealth Advisors
Birmingham,
Alabama
| $903 | – | – | – |
|
|
57
Mariner
Overland Park,
Kansas
| – | -$278K | -17,447 | Closed |
|
|
CPRC
58
Consolidated Portfolio Review Corp
Woodbury,
New York
| – | -$171K | -10,751 | Closed |
|
|
AAG
59
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$30.8K | -1,933 | Closed |
|
|
CSPIA
60
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$9.56K | -600 | Closed |
|
MCI Hedge Fund Activity: Q4 2023 in Review
54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2023, worth a combined $57.2M — up 8.3% from $52.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MCI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.13M.
- 54 institutional investors held Barings Corporate Investors (MCI) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $57.2M of Barings Corporate Investors stock for Q4 2023, up 8.3% quarter-over-quarter.
- 5 funds opened new Barings Corporate Investors positions in Q4 2023 and 4 closed out, a net change of +1 holder.
- The largest Barings Corporate Investors buyer in Q4 2023 was Morgan Stanley, an estimated $2.93M added.
- The largest Barings Corporate Investors seller in Q4 2023 was Rivernorth Capital Management, an estimated $4.13M sold.
Based on aggregated 13F filings for Q4 2023.