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MCI

Barings Corporate Investors

47 hedge funds and large institutions have $48.7M invested in Barings Corporate Investors in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

6% more capital invested

Capital invested by funds: $46.1M → $48.7M (+$2.56M)

4% more funds holding

Funds holding: 4547 (+2)

0.21% less ownership

Funds ownership: 14.12%13.91% (-0.21%)

14% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 14

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$6.49M +$535K +32,950 +9%
BIA
2
BHK Investment Advisors
Alabama
$5.3M -$71.5K -4,398 -1%
UBS Group
3
UBS Group
Switzerland
$4.52M -$187K -11,531 -4%
B
4
Barings
North Carolina
$3.7M
VEA
5
Virtus ETF Advisers
New York
$3.02M +$133K +8,174 +5%
SIG
6
Sky Investment Group
Connecticut
$2.81M -$29.2K -1,800 -1%
HAM
7
Hammer Asset Management
California
$1.92M -$129K -7,943 -7%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.86M +$175K +10,787 +11%
OC
9
Oppenheimer & Co
New York
$1.64M +$4.88K +300 +0.3%
Morgan Stanley
10
Morgan Stanley
New York
$1.47M +$209K +12,832 +17%
TCMG
11
TSP Capital Management Group
New Jersey
$1.39M
Bank of America
12
Bank of America
North Carolina
$1.36M -$39.9K -2,458 -3%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$1.07M +$174K +10,706 +20%
Wells Fargo
14
Wells Fargo
California
$1.06M -$39.2K -2,410 -4%
DBIA
15
Dumont & Blake Investment Advisors
New Jersey
$1.03M -$22.3K -1,370 -2%
DC
16
Davenport & Co
Virginia
$992K -$39K -2,400 -4%
RJA
17
Raymond James & Associates
Florida
$910K +$77.8K +4,791 +10%
GIM
18
Greenwich Investment Management
Connecticut
$710K -$2.44K -150 -0.4%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$666K +$212K +13,045 +49%
AG
20
Advisor Group
Arizona
$590K +$24K +1,475 +4%
MA
21
MUFG Americas
New York
$588K
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$520K -$51.8K -3,190 -9%
WS
23
Wedbush Securities
California
$516K -$2.44K -150 -0.5%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$502K -$96.7K -5,950 -17%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$435K

MCI Hedge Fund Activity: Q3 2019 in Review

47 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2019, worth a combined $48.7M — up 5.5% from $46.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCI positions and 2 closed out — a net gain of 3 holders — while 12 added to existing stakes and 14 trimmed.

The largest buyer was Curbstone Financial Management Corp, adding an estimated $535K. The largest seller was UBS Group, cutting an estimated $187K.

  • 47 institutional investors held Barings Corporate Investors (MCI) as of Q3 2019, up from 45 in Q2 2019.
  • Funds reported $48.7M of Barings Corporate Investors stock for Q3 2019, up 5.5% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q3 2019 and 2 closed out, a net change of +3 holders.
  • The largest Barings Corporate Investors buyer in Q3 2019 was Curbstone Financial Management Corp, an estimated $535K added.
  • The largest Barings Corporate Investors seller in Q3 2019 was UBS Group, an estimated $187K sold.

Based on aggregated 13F filings for Q3 2019.