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MCI

Barings Corporate Investors

49 hedge funds and large institutions have $51.2M invested in Barings Corporate Investors in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more capital invested

Capital invested by funds: $48.7M → $51.2M (+$2.55M)

4% more funds holding

Funds holding: 4749 (+2)

0.72% more ownership

Funds ownership: 13.91%14.63% (+0.72%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
49
Holders Change
+2
Holders Change %
+4.26%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
16
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
$6.48M -$8.38K -500 -0.1%
BIA
2
BHK Investment Advisors
Alabama
$5.2M -$102K -6,085 -2%
UBS Group
3
UBS Group
Switzerland
$4.41M -$112K -6,712 -3%
B
4
Barings
North Carolina
$3.7M
VEA
5
Virtus ETF Advisers
New York
$3.16M +$135K +8,034 +4%
SIG
6
Sky Investment Group
Connecticut
$2.83M +$11.4K +680 +0.4%
CG
7
Colony Group
Massachusetts
$2.18M +$2.17M +129,442 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.91M +$39.8K +2,373 +2%
HAM
9
Hammer Asset Management
California
$1.86M -$62K -3,702 -3%
OC
10
Oppenheimer & Co
New York
$1.63M -$7.96K -475 -0.5%
Morgan Stanley
11
Morgan Stanley
New York
$1.42M -$47.8K -2,852 -3%
TCMG
12
TSP Capital Management Group
New Jersey
$1.4M
Bank of America
13
Bank of America
North Carolina
$1.31M -$52.9K -3,160 -4%
BFEC
14
Benjamin F. Edwards & Company
Missouri
$1.25M +$179K +10,660 +17%
DC
15
Davenport & Co
Virginia
$1.06M -$6.35K -379 -0.6%
Wells Fargo
16
Wells Fargo
California
$1.01M -$46.9K -2,801 -4%
DBIA
17
Dumont & Blake Investment Advisors
New Jersey
$1.01M -$18.8K -1,125 -2%
RJA
18
Raymond James & Associates
Florida
$979K +$68K +4,062 +8%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$899K +$231K +13,794 +35%
GIM
20
Greenwich Investment Management
Connecticut
$715K +$3.85K +230 +0.5%
AG
21
Advisor Group
Arizona
$597K +$6.57K +392 +1%
MAFM
22
Mid Atlantic Financial Management
Pennsylvania
$592K +$88.4K +5,275 +18%
MA
23
MUFG Americas
New York
$588K
WS
24
Wedbush Securities
California
$513K -$2.85K -170 -0.6%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$471K -$49.4K -2,949 -10%

MCI Hedge Fund Activity: Q4 2019 in Review

49 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2019, worth a combined $51.2M — up 5.2% from $48.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 4 closed out — a net gain of 2 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Colony Group, opening a new position worth an estimated $2.17M. The largest seller was Busey Bank, exiting entirely with an estimated $317K sold.

  • 49 institutional investors held Barings Corporate Investors (MCI) as of Q4 2019, up from 47 in Q3 2019.
  • Funds reported $51.2M of Barings Corporate Investors stock for Q4 2019, up 5.2% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q4 2019 and 4 closed out, a net change of +2 holders.
  • The largest Barings Corporate Investors buyer in Q4 2019 was Colony Group, an estimated $2.17M added.
  • The largest Barings Corporate Investors seller in Q4 2019 was Busey Bank, an estimated $317K sold.

Based on aggregated 13F filings for Q4 2019.