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MCI

Barings Corporate Investors

49 hedge funds and large institutions have $57.1M invested in Barings Corporate Investors in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4649 (+3)

0.15% more ownership

Funds ownership: 17.9%18.05% (+0.15%)

4% less capital invested

Capital invested by funds: $59.5M → $57.1M (-$2.38M)

13% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 16

Holders
49
Holders Change
+3
Holders Change %
+6.52%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
14
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$13M +$1.03M +66,486 +8%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.36M +$23.3K +1,500 +0.4%
BIA
3
BHK Investment Advisors
Alabama
$5.19M -$60.2K -3,870 -1%
B
4
Barings
North Carolina
$3.35M
SIG
5
Sky Investment Group
Connecticut
$2.71M -$17.9K -1,150 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$2.25M -$55.3K -3,558 -2%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$2.16M +$49K +3,153 +2%
UBS Group
8
UBS Group
Switzerland
$1.74M -$130K -8,340 -7%
LPL Financial
9
LPL Financial
California
$1.69M +$153K +9,827 +10%
GIM
10
Greenwich Investment Management
Connecticut
$1.3M -$18.9K -1,215 -1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.29M +$19.6K +1,257 +2%
Wells Fargo
12
Wells Fargo
California
$1.29M -$3.61K -232 -0.3%
TCMG
13
TSP Capital Management Group
New Jersey
$1.28M
CG
14
Colony Group
Massachusetts
$1.27M -$103K -6,598 -7%
OC
15
Oppenheimer & Co
New York
$1.26M -$133K -8,575 -9%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$1.05M -$13.8K -887 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$857K -$8.41K -541 -1%
FFWM
18
Future Financial Wealth Management
Ohio
$816K +$10.9K +699 +1%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$805K -$576 -37 -0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$799K +$3.86K +248 +0.5%
Bank of America
21
Bank of America
North Carolina
$660K +$21.8K +1,402 +3%
Osaic Holdings
22
Osaic Holdings
Arizona
$624K -$465K -29,872 -42%
DC
23
Davenport & Co
Virginia
$550K -$3.11K -200 -0.6%
MA
24
MUFG Americas
New York
$531K
NA
25
NewEdge Advisors
Louisiana
$457K +$3.5K +225 +0.8%

MCI Hedge Fund Activity: Q1 2022 in Review

49 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2022, worth a combined $57.1M — down 4% from $59.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new MCI positions and 3 closed out — a net gain of 3 holders — while 14 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $1.03M. The largest seller was Raymond James & Associates, cutting an estimated $738K.

  • 49 institutional investors held Barings Corporate Investors (MCI) as of Q1 2022, up from 46 in Q4 2021.
  • Funds reported $57.1M of Barings Corporate Investors stock for Q1 2022, down 4% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q1 2022 and 3 closed out, a net change of +3 holders.
  • The largest Barings Corporate Investors buyer in Q1 2022 was Rivernorth Capital Management, an estimated $1.03M added.
  • The largest Barings Corporate Investors seller in Q1 2022 was Raymond James & Associates, an estimated $738K sold.

Based on aggregated 13F filings for Q1 2022.