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MCI

Barings Corporate Investors

52 hedge funds and large institutions have $46M invested in Barings Corporate Investors in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

12% more capital invested

Capital invested by funds: $41.1M → $46M (+$4.93M)

11% more funds holding

Funds holding: 4752 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.37% less ownership

Funds ownership: 15.78%12.41% (-3.4%)

25% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 16

Holders
52
Holders Change
+5
Holders Change %
+10.64%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
12
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$5.26M +$19.1K +1,500 +0.4%
RCM
2
Rivernorth Capital Management
Florida
$4.98M +$2.21M +173,352 +85%
BIA
3
BHK Investment Advisors
Alabama
$4.77M -$297K -23,334 -6%
UBS Group
4
UBS Group
Switzerland
$3.41M +$113K +8,837 +4%
B
5
Barings
North Carolina
$2.86M
SIG
6
Sky Investment Group
Connecticut
$2.26M -$37.9K -2,975 -2%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$1.98M +$689K +54,077 +56%
Morgan Stanley
8
Morgan Stanley
New York
$1.63M -$14.2K -1,113 -0.9%
CG
9
Colony Group
Massachusetts
$1.6M -$59.5K -4,670 -4%
LPL Financial
10
LPL Financial
California
$1.4M +$1.2M +94,067 +778%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.27M -$240K -18,859 -16%
OC
12
Oppenheimer & Co
New York
$1.25M -$64.4K -5,050 -5%
TCMG
13
TSP Capital Management Group
New Jersey
$1.05M +$1.02M +79,868 New
RJA
14
Raymond James & Associates
Florida
$1.03M -$256K -20,101 -20%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.01M -$17.5K -1,371 -2%
Wells Fargo
16
Wells Fargo
California
$941K -$283K -22,212 -24%
HAM
17
Hammer Asset Management
California
$890K -$204K -15,996 -19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$752K +$10.7K +838 +1%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$742K +$44K +3,450 +7%
DBIA
20
Dumont & Blake Investment Advisors
New Jersey
$713K -$53K -4,157 -7%
DC
21
Davenport & Co
Virginia
$695K +$29.3K +2,300 +5%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$689K +$209K +16,366 +46%
FFWM
23
Future Financial Wealth Management
Ohio
$574K +$555K +43,525 New
Bank of America
24
Bank of America
North Carolina
$556K -$45.4K -3,560 -8%
MA
25
MUFG Americas
New York
$460K

MCI Hedge Fund Activity: Q4 2020 in Review

52 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2020, worth a combined $46M — up 12% from $41.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MCI positions and 3 closed out — a net gain of 7 holders — while 12 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.21M. The largest seller was Wedbush Securities, exiting entirely with an estimated $420K sold.

  • 52 institutional investors held Barings Corporate Investors (MCI) as of Q4 2020, up from 47 in Q3 2020.
  • Funds reported $46M of Barings Corporate Investors stock for Q4 2020, up 12% quarter-over-quarter.
  • 10 funds opened new Barings Corporate Investors positions in Q4 2020 and 3 closed out, a net change of +7 holders.
  • The largest Barings Corporate Investors buyer in Q4 2020 was Rivernorth Capital Management, an estimated $2.21M added.
  • The largest Barings Corporate Investors seller in Q4 2020 was Wedbush Securities, an estimated $420K sold.

Based on aggregated 13F filings for Q4 2020.