Barings Corporate Investors
MCI
53 hedge funds and large institutions have $55M invested in Barings Corporate Investors in 2024 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 6 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
13% more capital invested
Capital invested by funds: $48.7M → $55M (+$6.34M)
0.54% more ownership
Funds ownership: 13.1% → 13.65% (+0.54%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4% less funds holding
Funds holding: 55 → 53 (-2)
17% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Secure Asset Management
Troy,
Michigan
|
+$2.68M |
| 2 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
+$817K |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$504K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$439K |
| 5 |
Morgan Stanley
New York
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$2.66M |
| 2 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$232K |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$198K |
| 4 |
LW
Linscomb Wealth
Houston,
Texas
|
-$180K |
| 5 |
PI
PFG Investments
Woodbury,
New York
|
-$180K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GEA
51
Glen Eagle Advisors
Kingston,
New Jersey
| $14.9K | – | – | – |
|
|
UIA
52
Ulland Investment Advisors
Minneapolis,
Minnesota
| $14K | – | – | – |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| $11.6K | – | – | – |
|
|
FGA
54
Fortis Group Advisors
Westwood,
New Jersey
| $7.91K | – | – | – |
|
|
EWA
55
EverSource Wealth Advisors
Birmingham,
Alabama
| $7.08K | +$5.85K | +328 | +669% |
|
|
RA
56
RFG Advisory
Birmingham,
Alabama
| – | -$2.66M | -154,503 | Closed |
|
|
57
Mercer Global Advisors
Denver,
Colorado
| – | -$198K | -11,500 | Closed |
|
|
LW
58
Linscomb Wealth
Houston,
Texas
| – | -$180K | -10,500 | Closed |
|
|
PI
59
PFG Investments
Woodbury,
New York
| – | -$180K | -10,474 | Closed |
|
|
FIM
60
Fernwood Investment Management
Quincy,
Massachusetts
| – | -$4.13K | -240 | Closed |
|
|
SSB
61
Sandy Spring Bank
Olney,
Maryland
| – | -$447 | -26 | Closed |
|
MCI Hedge Fund Activity: Q2 2024 in Review
53 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2024, worth a combined $55M — up 13% from $48.7M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of MCI and 5 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 21 added.
The largest buyer was Secure Asset Management, opening a new position worth an estimated $2.68M. The largest seller was RFG Advisory, exiting entirely with an estimated $2.66M sold.
- 53 institutional investors held Barings Corporate Investors (MCI) as of Q2 2024, down from 55 in Q1 2024.
- Funds reported $55M of Barings Corporate Investors stock for Q2 2024, up 13% quarter-over-quarter.
- 5 funds opened new Barings Corporate Investors positions in Q2 2024 and 6 closed out, a net change of -1 holder.
- The largest Barings Corporate Investors buyer in Q2 2024 was Secure Asset Management, an estimated $2.68M added.
- The largest Barings Corporate Investors seller in Q2 2024 was RFG Advisory, an estimated $2.66M sold.
Based on aggregated 13F filings for Q2 2024.