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MCI

Barings Corporate Investors

44 hedge funds and large institutions have $55.8M invested in Barings Corporate Investors in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

3% more capital invested

Capital invested by funds: $54.4M → $55.8M (+$1.41M)

0.05% more ownership

Funds ownership: 17.17%17.23% (+0.05%)

0% more funds holding

Funds holding: 4444 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
44
Holders Change
Holders Change %
0%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$10.3M +$929K +60,385 +10%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.49M -$133K -8,650 -2%
BIA
3
BHK Investment Advisors
Alabama
$5.58M +$107K +6,930 +2%
B
4
Barings
North Carolina
$3.42M
UBS Group
5
UBS Group
Switzerland
$2.72M -$633K -41,153 -19%
SIG
6
Sky Investment Group
Connecticut
$2.58M -$25.4K -1,650 -1%
Morgan Stanley
7
Morgan Stanley
New York
$2.25M +$59.3K +3,855 +3%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$2.17M -$313K -20,366 -13%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.64M +$753K +48,950 +87%
LPL Financial
10
LPL Financial
California
$1.57M -$65.9K -4,287 -4%
CG
11
Colony Group
Massachusetts
$1.48M +$969 +63 +0.1%
OC
12
Oppenheimer & Co
New York
$1.46M -$5.38K -350 -0.4%
TCMG
13
TSP Capital Management Group
New Jersey
$1.37M
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.34M +$7.61K +495 +0.6%
Wells Fargo
15
Wells Fargo
California
$1.33M +$116K +7,550 +10%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.11M -$3.8K -247 -0.3%
RJA
17
Raymond James & Associates
Florida
$1.05M +$954 +62 +0.1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$915K +$28.8K +1,869 +3%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$823K -$12.9K -837 -2%
FFWM
20
Future Financial Wealth Management
Ohio
$776K
DC
21
Davenport & Co
Virginia
$756K +$6.54K +425 +0.9%
Bank of America
22
Bank of America
North Carolina
$648K -$56.6K -3,680 -8%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$554K +$20K +1,300 +4%
MA
24
MUFG Americas
New York
$542K
MAFM
25
Mid Atlantic Financial Management
Pennsylvania
$513K -$338K -22,000 -40%

MCI Hedge Fund Activity: Q3 2021 in Review

44 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2021, worth a combined $55.8M — up 2.6% from $54.4M a quarter earlier.

Fund positioning in MCI was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $929K. The largest seller was UBS Group, cutting an estimated $633K.

  • 44 institutional investors held Barings Corporate Investors (MCI) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $55.8M of Barings Corporate Investors stock for Q3 2021, up 2.6% quarter-over-quarter.
  • 3 funds opened new Barings Corporate Investors positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest Barings Corporate Investors buyer in Q3 2021 was Rivernorth Capital Management, an estimated $929K added.
  • The largest Barings Corporate Investors seller in Q3 2021 was UBS Group, an estimated $633K sold.

Based on aggregated 13F filings for Q3 2021.