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MCI

Barings Corporate Investors

44 hedge funds and large institutions have $54.4M invested in Barings Corporate Investors in 2021 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

9% more capital invested

Capital invested by funds: $50M → $54.4M (+$4.44M)

0.56% less ownership

Funds ownership: 17.74%17.17% (-0.56%)

14% less funds holding

Funds holding: 5144 (-7)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
44
Holders Change
-7
Holders Change %
-13.73%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
17
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$9.12M +$663K +44,736 +8%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.47M +$102K +6,870 +2%
BIA
3
BHK Investment Advisors
Alabama
$5.35M -$148K -10,017 -3%
B
4
Barings
North Carolina
$3.34M
UBS Group
5
UBS Group
Switzerland
$3.29M -$565K -38,150 -15%
SIG
6
Sky Investment Group
Connecticut
$2.54M -$41.5K -2,800 -2%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$2.43M +$103K +6,974 +5%
Morgan Stanley
8
Morgan Stanley
New York
$2.15M +$110K +7,452 +6%
LPL Financial
9
LPL Financial
California
$1.6M -$15.8K -1,068 -1%
CG
10
Colony Group
Massachusetts
$1.44M -$290K -19,542 -17%
OC
11
Oppenheimer & Co
New York
$1.43M -$6.67K -450 -0.5%
TCMG
12
TSP Capital Management Group
New Jersey
$1.34M -$1.3M -87,468 Closed
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.3M -$33.7K -2,274 -3%
Wells Fargo
14
Wells Fargo
California
$1.18M +$12.6K +850 +1%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$79.8K +5,384 +8%
RJA
16
Raymond James & Associates
Florida
$1.02M -$98.6K -6,654 -9%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$866K +$13K +877 +2%
Osaic Holdings
18
Osaic Holdings
Arizona
$855K +$31.3K +2,112 +4%
MAFM
19
Mid Atlantic Financial Management
Pennsylvania
$836K -$175K -11,835 -18%
DBIA
20
Dumont & Blake Investment Advisors
New Jersey
$817K
FFWM
21
Future Financial Wealth Management
Ohio
$776K +$66.3K +4,473 +10%
DC
22
Davenport & Co
Virginia
$733K -$28.2K -1,900 -4%
Bank of America
23
Bank of America
North Carolina
$690K +$81K +5,462 +14%
MA
24
MUFG Americas
New York
$530K
VEA
25
Virtus ETF Advisers
New York
$524K +$84.7K +5,714 +20%

MCI Hedge Fund Activity: Q2 2021 in Review

44 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2021, worth a combined $54.4M — up 8.9% from $50M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of MCI and 1 opened new positions — a net loss of 6 holders — while 14 trimmed existing stakes and 17 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $663K. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $1.3M sold.

  • 44 institutional investors held Barings Corporate Investors (MCI) as of Q2 2021, down from 51 in Q1 2021.
  • Funds reported $54.4M of Barings Corporate Investors stock for Q2 2021, up 8.9% quarter-over-quarter.
  • 1 fund opened new Barings Corporate Investors positions in Q2 2021 and 7 closed out, a net change of -6 holders.
  • The largest Barings Corporate Investors buyer in Q2 2021 was Rivernorth Capital Management, an estimated $663K added.
  • The largest Barings Corporate Investors seller in Q2 2021 was TSP Capital Management Group, an estimated $1.3M sold.

Based on aggregated 13F filings for Q2 2021.