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MCI

Barings Corporate Investors

51 hedge funds and large institutions have $50M invested in Barings Corporate Investors in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $46M → $50M (+$3.94M)

5.33% more ownership

Funds ownership: 12.41%17.74% (+5.3%)

2% less funds holding

Funds holding: 5251 (-1)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
51
Holders Change
-1
Holders Change %
-1.92%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
17
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$7.74M +$2.4M +177,359 +47%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.84M +$270K +19,950 +5%
BIA
3
BHK Investment Advisors
Alabama
$4.77M
UBS Group
4
UBS Group
Switzerland
$3.54M -$63.9K -4,726 -2%
B
5
Barings
North Carolina
$3.06M
SIG
6
Sky Investment Group
Connecticut
$2.37M -$17.9K -1,325 -0.8%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$2.13M +$35.9K +2,654 +2%
Morgan Stanley
8
Morgan Stanley
New York
$1.86M +$137K +10,109 +8%
CG
9
Colony Group
Massachusetts
$1.59M -$98.1K -7,252 -6%
LPL Financial
10
LPL Financial
California
$1.48M +$473 +35 +0%
OC
11
Oppenheimer & Co
New York
$1.32M -$9.33K -690 -0.7%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.23M -$118K -8,731 -9%
TCMG
13
TSP Capital Management Group
New Jersey
$1.22M +$103K +7,600 +10%
Wells Fargo
14
Wells Fargo
California
$1.07M +$74.4K +5,499 +8%
RJA
15
Raymond James & Associates
Florida
$1.03M -$53.9K -3,984 -5%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$931K +$143K +10,575 +19%
Northwestern Mutual Wealth Management
17
Northwestern Mutual Wealth Management
Wisconsin
$921K +$188K +13,881 +27%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$782K -$12.6K -934 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$754K -$303K -22,419 -29%
DBIA
20
Dumont & Blake Investment Advisors
New Jersey
$749K -$4.53K -335 -0.6%
DC
21
Davenport & Co
Virginia
$698K -$35.2K -2,600 -5%
FFWM
22
Future Financial Wealth Management
Ohio
$649K +$41.5K +3,071 +7%
Bank of America
23
Bank of America
North Carolina
$556K -$30.6K -2,262 -5%
MA
24
MUFG Americas
New York
$486K
VEA
25
Virtus ETF Advisers
New York
$401K +$87.1K +6,442 +29%

MCI Hedge Fund Activity: Q1 2021 in Review

51 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2021, worth a combined $50M — up 8.6% from $46M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 5 closed out — a net gain of 1 holder — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.4M. The largest seller was Osaic Holdings, cutting an estimated $303K.

  • 51 institutional investors held Barings Corporate Investors (MCI) as of Q1 2021, down from 52 in Q4 2020.
  • Funds reported $50M of Barings Corporate Investors stock for Q1 2021, up 8.6% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q1 2021 and 5 closed out, a net change of +1 holder.
  • The largest Barings Corporate Investors buyer in Q1 2021 was Rivernorth Capital Management, an estimated $2.4M added.
  • The largest Barings Corporate Investors seller in Q1 2021 was Osaic Holdings, an estimated $303K sold.

Based on aggregated 13F filings for Q1 2021.