We are live on ! Find out more
MCI

Barings Corporate Investors

49 hedge funds and large institutions have $35.6M invested in Barings Corporate Investors in 2018 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

9% more funds holding

Funds holding: 4549 (+4)

0.6% more ownership

Funds ownership: 11.33%11.93% (+0.6%)

2% less capital invested

Capital invested by funds: $36.4M → $35.6M (-$841K)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
1.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
11
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$4.98M -$12.4K -820 -0.2%
BIA
2
BHK Investment Advisors
Alabama
$3.82M +$155K +10,250 +4%
B
3
Barings
North Carolina
$3.31M
UBS Group
4
UBS Group
Switzerland
$2.97M +$554K +36,740 +22%
SIG
5
Sky Investment Group
Connecticut
$2.29M -$81.8K -5,425 -3%
HCM
6
Harvest Capital Management
New Hampshire
$2.2M -$156K -10,373 -6%
OC
7
Oppenheimer & Co
New York
$1.45M -$15.4K -1,022 -1%
Bank of America
8
Bank of America
North Carolina
$1.35M -$335K -22,182 -19%
TCMG
9
TSP Capital Management Group
New Jersey
$1.32M +$1.35M +89,698 New
DC
10
Davenport & Co
Virginia
$999K -$11.7K -775 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$962K +$38.4K +2,548 +4%
DBIA
12
Dumont & Blake Investment Advisors
New Jersey
$934K -$1.1K -73 -0.1%
Morgan Stanley
13
Morgan Stanley
New York
$910K -$41.1K -2,726 -4%
Wells Fargo
14
Wells Fargo
California
$737K +$208K +13,800 +38%
GIM
15
Greenwich Investment Management
Connecticut
$627K -$7.65K -507 -1%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$530K +$94.1K +6,237 +21%
MA
17
MUFG Americas
New York
$513K
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$502K +$515K +34,150 New
AG
19
Advisor Group
Arizona
$472K +$201K +13,313 +71%
WS
20
Wedbush Securities
California
$401K +$15.1K +1,000 +4%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$387K -$6.03K -400 -1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$379K
RJA
23
Raymond James & Associates
Florida
$331K +$21.7K +1,441 +7%
BIA
24
Biondo Investment Advisors
Pennsylvania
$323K
DJSG
25
D.J. St. Germain
Massachusetts
$268K +$6.03K +400 +2%

MCI Hedge Fund Activity: Q4 2018 in Review

49 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2018, worth a combined $35.6M — down 2.3% from $36.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCI positions and 4 closed out — a net gain of 4 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $1.35M. The largest seller was Creative Planning, exiting entirely with an estimated $1.16M sold.

  • 49 institutional investors held Barings Corporate Investors (MCI) as of Q4 2018, up from 45 in Q3 2018.
  • Funds reported $35.6M of Barings Corporate Investors stock for Q4 2018, down 2.3% quarter-over-quarter.
  • 8 funds opened new Barings Corporate Investors positions in Q4 2018 and 4 closed out, a net change of +4 holders.
  • The largest Barings Corporate Investors buyer in Q4 2018 was TSP Capital Management Group, an estimated $1.35M added.
  • The largest Barings Corporate Investors seller in Q4 2018 was Creative Planning, an estimated $1.16M sold.

Based on aggregated 13F filings for Q4 2018.