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MCI

Barings Corporate Investors
MCI

64 hedge funds and large institutions have $65M invested in Barings Corporate Investors in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

16% more funds holding

Funds holding: 55 → 64 (+9)

16% more capital invested

Capital invested by funds: $55.9M → $65M (+$9.08M)

1.89% more ownership

Funds ownership: 12.94% → 14.84% (+1.9%)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
18
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RRA
Round Rock Advisors
Connecticut
+$372K
2
Bank of America
Bank of America
North Carolina
+$349K
3
IA
IFP Advisors
Florida
+$316K
4
MML Investors Services
MML Investors Services
Massachusetts
+$314K
5
KAS
Kestra Advisory Services
Texas
+$269K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$646K
2
CB
Commerce Bank
Missouri
-$339K
3
NA
NewEdge Advisors
Louisiana
-$123K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$101K
5
Wells Fargo
Wells Fargo
California
-$84.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$87K +$5.08K +257 +6%
GWM
52
Geneos Wealth Management
Colorado
$81.6K -$2.39K -121 -3%
BFPW
53
BOK Financial Private Wealth
Colorado
$62.6K – – –
Jones Financial Companies
54
Jones Financial Companies
Missouri
$56.4K +$28.9K +1,463 +112%
PAI
55
Pittenger & Anderson Inc
Nebraska
$40.8K – – –
SPIA
56
Steward Partners Investment Advisory
New York
$29K – – –
GRP
57
Global Retirement Partners
California
$21.2K – – –
TCOV
58
Trust Company of Vermont
Vermont
$18.1K – – –
GEA
59
Glen Eagle Advisors
New Jersey
$16.3K – – –
OP
60
ORG Partners
Indiana
$16.3K +$15.8K +800 New
CIBC Private Wealth Group
61
CIBC Private Wealth Group
Georgia
$15.2K – – –
UIA
62
Ulland Investment Advisors
Minnesota
$15K – – –
CFGS
63
Concourse Financial Group Securities
Alabama
$12.9K – – –
MWA
64
Medallion Wealth Advisors
Connecticut
$12.7K +$12.3K +622 New
FGA
65
Fortis Group Advisors
New Jersey
$8.66K – – –
EWA
66
EverSource Wealth Advisors
Alabama
$7.68K – – –
JIP
67
Jaffetilchin Investment Partners
Florida
– -$1.99K -100 Closed
Fidelity Investments
68
Fidelity Investments
Massachusetts
– -$20 -1 Closed
1 2
3

MCI Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2024, worth a combined $65M — up 16% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCI positions and 2 closed out — a net gain of 10 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Round Rock Advisors, opening a new position worth an estimated $372K. The largest seller was UBS Group, cutting an estimated $646K.

  • 64 institutional investors held Barings Corporate Investors (MCI) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $65M of Barings Corporate Investors stock for Q4 2024, up 16% quarter-over-quarter.
  • 12 funds opened new Barings Corporate Investors positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Barings Corporate Investors buyer in Q4 2024 was Round Rock Advisors, an estimated $372K added.
  • The largest Barings Corporate Investors seller in Q4 2024 was UBS Group, an estimated $646K sold.

Based on aggregated 13F filings for Q4 2024.