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MCI

Barings Corporate Investors

48 hedge funds and large institutions have $34.7M invested in Barings Corporate Investors in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more funds holding

Funds holding: 4548 (+3)

2% more capital invested

Capital invested by funds: $34M → $34.7M (+$667K)

0.16% more ownership

Funds ownership: 11.22%11.38% (+0.16%)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
48
Holders Change
+3
Holders Change %
+6.67%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
11
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$5.12M +$3.8K +250 +0.1%
BIA
2
BHK Investment Advisors
Alabama
$3.63M +$322K +21,182 +10%
B
3
Barings
North Carolina
$3.33M
HCM
4
Harvest Capital Management
New Hampshire
$2.47M -$5.26K -346 -0.2%
SIG
5
Sky Investment Group
Connecticut
$2.29M +$3.04K +200 +0.1%
UBS Group
6
UBS Group
Switzerland
$2.26M +$272K +17,855 +14%
Bank of America
7
Bank of America
North Carolina
$1.72M -$150K -9,843 -8%
OC
8
Oppenheimer & Co
New York
$1.5M -$11.8K -775 -0.8%
TCMG
9
TSP Capital Management Group
New Jersey
$1.37M
Creative Planning
10
Creative Planning
Kansas
$1.13M +$22.8K +1,502 +2%
Morgan Stanley
11
Morgan Stanley
New York
$1.06M -$6.65K -437 -0.6%
DC
12
Davenport & Co
Virginia
$1.04M +$4.32K +284 +0.4%
DBIA
13
Dumont & Blake Investment Advisors
New Jersey
$961K
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$833K -$47.3K -3,110 -5%
GIM
15
Greenwich Investment Management
Connecticut
$650K -$6.57K -432 -1%
MA
16
MUFG Americas
New York
$527K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$476K -$18.3K -1,205 -4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$390K
WS
19
Wedbush Securities
California
$380K
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$326K +$233K +15,306 +242%
RJA
21
Raymond James & Associates
Florida
$319K +$151K +9,937 +89%
KA
22
Klingman & Associates
New York
$269K
DJSG
23
D.J. St. Germain
Massachusetts
$269K +$13.2K +866 +5%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$259K -$34.7K -2,280 -12%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$253K -$521K -34,244 -67%

MCI Hedge Fund Activity: Q2 2018 in Review

48 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2018, worth a combined $34.7M — up 2% from $34M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new MCI positions and 0 closed out — a net gain of 3 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was BHK Investment Advisors, adding an estimated $322K. The largest seller was Benjamin F. Edwards & Company, cutting an estimated $521K.

  • 48 institutional investors held Barings Corporate Investors (MCI) as of Q2 2018, up from 45 in Q1 2018.
  • Funds reported $34.7M of Barings Corporate Investors stock for Q2 2018, up 2% quarter-over-quarter.
  • 3 funds opened new Barings Corporate Investors positions in Q2 2018 and 0 closed out, a net change of +3 holders.
  • The largest Barings Corporate Investors buyer in Q2 2018 was BHK Investment Advisors, an estimated $322K added.
  • The largest Barings Corporate Investors seller in Q2 2018 was Benjamin F. Edwards & Company, an estimated $521K sold.

Based on aggregated 13F filings for Q2 2018.