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MCI

Barings Corporate Investors

57 hedge funds and large institutions have $53.9M invested in Barings Corporate Investors in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 11 increasing their positions, 18 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

16% more funds holding

Funds holding: 4957 (+8)

9% more capital invested

Capital invested by funds: $49.5M → $53.9M (+$4.36M)

0.71% more ownership

Funds ownership: 18.36%19.06% (+0.71%)

39% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 18

Holders
57
Holders Change
+8
Holders Change %
+16.33%
% of All Funds
0.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
11
Reduced
18
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$14.9M -$471K -34,924 -3%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.48M
BIA
3
BHK Investment Advisors
Alabama
$4.54M -$551K -40,803 -11%
B
4
Barings
North Carolina
$3.07M
BFEC
5
Benjamin F. Edwards & Company
Missouri
$2.7M +$494K +36,563 +23%
SIG
6
Sky Investment Group
Connecticut
$2.48M -$17.2K -1,275 -0.7%
Morgan Stanley
7
Morgan Stanley
New York
$1.82M +$15K +1,113 +0.9%
UBS Group
8
UBS Group
Switzerland
$1.66M +$71.1K +5,265 +5%
LPL Financial
9
LPL Financial
California
$1.33M -$98.8K -7,321 -7%
TCMG
10
TSP Capital Management Group
New Jersey
$1.24M +$1.2M +88,610 New
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.18M -$985 -73 -0.1%
GIM
12
Greenwich Investment Management
Connecticut
$1.17M -$19.9K -1,478 -2%
CSC
13
Caldwell Sutter Capital
California
$1.05M +$1.02M +75,518 New
AC
14
Almitas Capital
California
$1.01M +$358K +26,490 +58%
Wells Fargo
15
Wells Fargo
California
$861K -$260K -19,251 -24%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$755K +$28.6K +2,119 +4%
CG
17
Colony Group
Massachusetts
$667K -$178K -13,184 -22%
DBIA
18
Dumont & Blake Investment Advisors
New Jersey
$663K -$24.4K -1,810 -4%
FFWM
19
Future Financial Wealth Management
Ohio
$588K -$181K -13,423 -24%
Osaic Holdings
20
Osaic Holdings
Arizona
$489K -$36.5K -2,705 -7%
US Bancorp
21
US Bancorp
Minnesota
$487K +$471K +34,872 New
DC
22
Davenport & Co
Virginia
$455K -$41.5K -3,075 -9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$452K +$67.9K +5,033 +18%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$411K +$398K +29,468 New
NA
25
NewEdge Advisors
Louisiana
$401K -$12.1K -900 -3%

MCI Hedge Fund Activity: Q4 2022 in Review

57 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2022, worth a combined $53.9M — up 8.8% from $49.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCI positions and 4 closed out — a net gain of 8 holders — while 11 added to existing stakes and 18 trimmed.

The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $1.2M. The largest seller was BHK Investment Advisors, cutting an estimated $551K.

  • 57 institutional investors held Barings Corporate Investors (MCI) as of Q4 2022, up from 49 in Q3 2022.
  • Funds reported $53.9M of Barings Corporate Investors stock for Q4 2022, up 8.8% quarter-over-quarter.
  • 12 funds opened new Barings Corporate Investors positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Barings Corporate Investors buyer in Q4 2022 was TSP Capital Management Group, an estimated $1.2M added.
  • The largest Barings Corporate Investors seller in Q4 2022 was BHK Investment Advisors, an estimated $551K sold.

Based on aggregated 13F filings for Q4 2022.