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MCI

Barings Corporate Investors

48 hedge funds and large institutions have $53.4M invested in Barings Corporate Investors in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $51.9M → $53.4M (+$1.52M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.82% less ownership

Funds ownership: 17.58%16.76% (-0.82%)

8% less funds holding

Funds holding: 5248 (-4)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

50% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 8

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
13
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$13.2M -$890K -63,044 -7%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.54M -$223K -15,800 -4%
BIA
3
BHK Investment Advisors
Alabama
$5.5M +$337K +23,861 +7%
B
4
Barings
North Carolina
$3.27M
UBS Group
5
UBS Group
Switzerland
$3.07M +$1.29M +91,551 +80%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$2.94M +$155K +10,975 +6%
SIG
7
Sky Investment Group
Connecticut
$2.63M
Morgan Stanley
8
Morgan Stanley
New York
$2.61M +$609K +43,157 +33%
TCMG
9
TSP Capital Management Group
New Jersey
$1.33M +$6.28K +445 +0.5%
CSC
10
Caldwell Sutter Capital
California
$1.31M -$706 -50 -0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.26M +$19.1K +1,351 +2%
GIM
12
Greenwich Investment Management
Connecticut
$1.23M -$15.3K -1,080 -1%
DBIA
13
Dumont & Blake Investment Advisors
New Jersey
$750K -$14.8K -1,045 -2%
FFWM
14
Future Financial Wealth Management
Ohio
$636K +$9.88K +700 +2%
CG
15
Colony Group
Massachusetts
$621K -$59.1K -4,186 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$587K +$19.6K +1,385 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$581K -$10.7K -759 -2%
Wells Fargo
18
Wells Fargo
California
$510K -$334K -23,635 -41%
AWS
19
Atria Wealth Solutions
New York
$460K +$40K +2,833 +10%
Vanguard Group
20
Vanguard Group
Pennsylvania
$448K
NA
21
NewEdge Advisors
Louisiana
$436K -$8.47K -600 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$403K -$83.9K -5,940 -18%
DC
23
Davenport & Co
Virginia
$386K -$92.7K -6,567 -20%
RJA
24
Raymond James & Associates
Florida
$324K +$1.37K +97 +0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$315K +$1K +71 +0.3%

MCI Hedge Fund Activity: Q2 2023 in Review

48 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2023, worth a combined $53.4M — up 2.9% from $51.9M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MCI and 4 opened new positions — a net loss of 4 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was UBS Group, adding an estimated $1.29M. The largest seller was Almitas Capital, exiting entirely with an estimated $1.49M sold.

  • 48 institutional investors held Barings Corporate Investors (MCI) as of Q2 2023, down from 52 in Q1 2023.
  • Funds reported $53.4M of Barings Corporate Investors stock for Q2 2023, up 2.9% quarter-over-quarter.
  • 4 funds opened new Barings Corporate Investors positions in Q2 2023 and 8 closed out, a net change of -4 holders.
  • The largest Barings Corporate Investors buyer in Q2 2023 was UBS Group, an estimated $1.29M added.
  • The largest Barings Corporate Investors seller in Q2 2023 was Almitas Capital, an estimated $1.49M sold.

Based on aggregated 13F filings for Q2 2023.