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MCI

Barings Corporate Investors

52 hedge funds and large institutions have $51.9M invested in Barings Corporate Investors in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $53.9M → $51.9M (-$1.98M)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

1.48% less ownership

Funds ownership: 19.06%17.58% (-1.5%)

9% less funds holding

Funds holding: 5752 (-5)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
52
Holders Change
-5
Holders Change %
-8.77%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
15
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$13.4M -$1.69M -119,408 -11%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.49M -$69.4K -4,900 -1%
BIA
3
BHK Investment Advisors
Alabama
$4.89M +$286K +20,204 +6%
B
4
Barings
North Carolina
$3.11M
BFEC
5
Benjamin F. Edwards & Company
Missouri
$2.63M -$107K -7,576 -4%
SIG
6
Sky Investment Group
Connecticut
$2.51M -$2.52M -177,789 Closed
Morgan Stanley
7
Morgan Stanley
New York
$1.87M +$20.8K +1,468 +1%
UBS Group
8
UBS Group
Switzerland
$1.62M -$67.9K -4,791 -4%
AC
9
Almitas Capital
California
$1.49M +$461K +32,536 +45%
LPL Financial
10
LPL Financial
California
$1.3M -$46.9K -3,313 -3%
TCMG
11
TSP Capital Management Group
New Jersey
$1.26M +$2.31K +163 +0.2%
CSC
12
Caldwell Sutter Capital
California
$1.24M +$172K +12,146 +16%
GIM
13
Greenwich Investment Management
Connecticut
$1.18M -$1.77K -125 -0.1%
Wells Fargo
14
Wells Fargo
California
$818K -$54.5K -3,851 -6%
DBIA
15
Dumont & Blake Investment Advisors
New Jersey
$727K +$54.3K +3,834 +8%
CG
16
Colony Group
Massachusetts
$649K -$27.3K -1,927 -4%
FFWM
17
Future Financial Wealth Management
Ohio
$603K -$1.27K -90 -0.2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$562K +$145K +10,259 +35%
Osaic Holdings
19
Osaic Holdings
Arizona
$538K +$42.7K +3,017 +9%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$467K +$9.3K +657 +2%
DC
21
Davenport & Co
Virginia
$460K -$1.88K -133 -0.4%
Vanguard Group
22
Vanguard Group
Pennsylvania
$426K +$426K +30,100 New
NA
23
NewEdge Advisors
Louisiana
$404K +$13.5K +950 +3%
AWS
24
Atria Wealth Solutions
New York
$397K +$34.1K +2,410 +9%
BPA
25
Beacon Pointe Advisors
California
$362K +$363K +25,602 New

MCI Hedge Fund Activity: Q1 2023 in Review

52 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2023, worth a combined $51.9M — down 3.7% from $53.9M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MCI and 5 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 15 added.

The largest buyer was Almitas Capital, adding an estimated $461K. The largest seller was Sky Investment Group, exiting entirely with an estimated $2.52M sold.

  • 52 institutional investors held Barings Corporate Investors (MCI) as of Q1 2023, down from 57 in Q4 2022.
  • Funds reported $51.9M of Barings Corporate Investors stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q1 2023 and 9 closed out, a net change of -4 holders.
  • The largest Barings Corporate Investors buyer in Q1 2023 was Almitas Capital, an estimated $461K added.
  • The largest Barings Corporate Investors seller in Q1 2023 was Sky Investment Group, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2023.