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MCI

Barings Corporate Investors

48 hedge funds and large institutions have $50.9M invested in Barings Corporate Investors in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.17% more ownership

Funds ownership: 18.05%18.22% (+0.17%)

2% less funds holding

Funds holding: 4948 (-1)

11% less capital invested

Capital invested by funds: $57.1M → $50.9M (-$6.22M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
48
Holders Change
-1
Holders Change %
-2.04%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
13
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$14.5M +$3.28M +230,212 +27%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.28M -$338K -23,750 -6%
BIA
3
BHK Investment Advisors
Alabama
$5.03M +$483K +33,903 +10%
B
4
Barings
North Carolina
$2.95M
SIG
5
Sky Investment Group
Connecticut
$2.39M +$5.55K +390 +0.2%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$1.93M +$32.3K +2,266 +2%
Morgan Stanley
7
Morgan Stanley
New York
$1.74M -$258K -18,114 -12%
UBS Group
8
UBS Group
Switzerland
$1.52M -$11K -776 -0.7%
LPL Financial
9
LPL Financial
California
$1.42M -$65.5K -4,603 -4%
TCMG
10
TSP Capital Management Group
New Jersey
$1.15M
GIM
11
Greenwich Investment Management
Connecticut
$1.14M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.11M -$33.6K -2,362 -3%
Wells Fargo
13
Wells Fargo
California
$1.11M -$32K -2,247 -3%
FFWM
14
Future Financial Wealth Management
Ohio
$816K
CG
15
Colony Group
Massachusetts
$815K -$326K -22,883 -27%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$743K -$12.7K -892 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$664K -$42.2K -2,963 -6%
DBIA
18
Dumont & Blake Investment Advisors
New Jersey
$662K -$50.5K -3,550 -7%
Osaic Holdings
19
Osaic Holdings
Arizona
$538K -$12.1K -849 -2%
DC
20
Davenport & Co
Virginia
$492K +$8.53K +599 +2%
MA
21
MUFG Americas
New York
$468K
OC
22
Oppenheimer & Co
New York
$434K -$720K -50,557 -61%
NA
23
NewEdge Advisors
Louisiana
$404K +$1.67K +117 +0.4%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$375K +$123K +8,622 +45%
CAN
25
Cetera Advisor Networks
California
$338K +$3.46K +243 +1%

MCI Hedge Fund Activity: Q2 2022 in Review

48 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2022, worth a combined $50.9M — down 11% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of MCI and 3 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 13 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $3.28M. The largest seller was Northwestern Mutual Wealth Management, exiting entirely with an estimated $1.05M sold.

  • 48 institutional investors held Barings Corporate Investors (MCI) as of Q2 2022, down from 49 in Q1 2022.
  • Funds reported $50.9M of Barings Corporate Investors stock for Q2 2022, down 11% quarter-over-quarter.
  • 3 funds opened new Barings Corporate Investors positions in Q2 2022 and 4 closed out, a net change of -1 holder.
  • The largest Barings Corporate Investors buyer in Q2 2022 was Rivernorth Capital Management, an estimated $3.28M added.
  • The largest Barings Corporate Investors seller in Q2 2022 was Northwestern Mutual Wealth Management, an estimated $1.05M sold.

Based on aggregated 13F filings for Q2 2022.