Barings Corporate Investors
MCI
55 hedge funds and large institutions have $55.9M invested in Barings Corporate Investors in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
4% more funds holding
Funds holding: 53 → 55 (+2)
7% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 14
2% more capital invested
Capital invested by funds: $55M → $55.9M (+$867K)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.7% less ownership
Funds ownership: 13.65% → 12.94% (-0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CB
Commerce Bank
Kansas City,
Missouri
|
+$1.09M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$604K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$560K |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$381K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$332K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWS
Atria Wealth Solutions
New York
|
-$1.56M |
| 2 |
DBIA
Dumont & Blake Investment Advisors
Princeton,
New Jersey
|
-$854K |
| 3 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$786K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$527K |
| 5 |
BIA
BHK Investment Advisors
Birmingham,
Alabama
|
-$325K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
UIA
51
Ulland Investment Advisors
Minneapolis,
Minnesota
| $15K | – | – | – |
|
52
CIBC Private Wealth Group
Atlanta,
Georgia
| $14.9K | +$13.9K | +750 | New |
|
|
CFGS
53
Concourse Financial Group Securities
Birmingham,
Alabama
| $12.5K | – | – | – |
|
|
FGA
54
Fortis Group Advisors
Westwood,
New Jersey
| $8.47K | – | – | – |
|
|
EWA
55
EverSource Wealth Advisors
Birmingham,
Alabama
| $7.51K | – | – | – |
|
|
JIP
56
Jaffetilchin Investment Partners
Tampa,
Florida
| $1.99K | +$1.85K | +100 | New |
|
57
Fidelity Investments
Boston,
Massachusetts
| $20 | +$19 | +1 | New |
|
|
RJFSA
58
Raymond James Financial Services Advisors
St. Petersburg,
Florida
| – | -$527K | -28,276 | Closed |
|
|
FT
59
Fiduciary Trust
Boston,
Massachusetts
| – | -$186K | -10,000 | Closed |
|
|
FHA
60
First Horizon Advisors
Memphis,
Tennessee
| – | -$15.9K | -854 | Closed |
|
|
SFCL
61
Strengthening Families & Communities LLC
Boston,
Massachusetts
| – | -$250K | -50 | Closed |
|
MCI Hedge Fund Activity: Q3 2024 in Review
55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2024, worth a combined $55.9M — up 1.6% from $55M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MCI positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.
The largest buyer was Commerce Bank, adding an estimated $1.09M. The largest seller was Atria Wealth Solutions, cutting an estimated $1.56M.
- 55 institutional investors held Barings Corporate Investors (MCI) as of Q3 2024, up from 53 in Q2 2024.
- Funds reported $55.9M of Barings Corporate Investors stock for Q3 2024, up 1.6% quarter-over-quarter.
- 8 funds opened new Barings Corporate Investors positions in Q3 2024 and 4 closed out, a net change of +4 holders.
- The largest Barings Corporate Investors buyer in Q3 2024 was Commerce Bank, an estimated $1.09M added.
- The largest Barings Corporate Investors seller in Q3 2024 was Atria Wealth Solutions, an estimated $1.56M sold.
Based on aggregated 13F filings for Q3 2024.