MCI

Barings Corporate Investors
MCI

Overview Fund Activity

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.

Holders
48
Holders Change
-4
Holders Change %
-7.69%
% of All Funds
0.76%
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
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$3.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$2.61M
3
BIA
3
BHK Investment Advisors
Alabama
$5.5M
4
DJSG
4
D.J. St. Germain
Massachusetts
$191K
5
Mercer Global Advisors
5
Mercer Global Advisors
Colorado
$171K

Top Sellers

1
AC
1
Almitas Capital
California
$0
2
LPL Financial
2
LPL Financial
California
$0
3
RCM
3
Rivernorth Capital Management
Florida
$13.2M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
Wells Fargo
5
Wells Fargo
California
$510K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$13.2M 886,140 -63,044 -7%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.54M 371,836 -15,800 -4%
BIA
3
BHK Investment Advisors
Alabama
$5.5M 369,142 +23,861 +7%
B
4
Barings
North Carolina
$3.27M 219,664 – –
UBS Group
5
UBS Group
Switzerland
$3.07M 205,886 +91,551 +80%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$2.94M 197,075 +10,975 +6%
SIG
7
Sky Investment Group
Connecticut
– – – –
Morgan Stanley
8
Morgan Stanley
New York
$2.61M 175,268 +43,157 +33%
TCMG
9
TSP Capital Management Group
New Jersey
$1.33M 89,218 +445 +0.5%
CSC
10
Caldwell Sutter Capital
California
$1.31M 87,614 -50 -0.1%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.26M 84,363 +1,351 +2%
GIM
12
Greenwich Investment Management
Connecticut
$1.23M 82,612 -1,080 -1%
DBIA
13
Dumont & Blake Investment Advisors
New Jersey
$750K 50,316 -1,045 -2%
FFWM
14
Future Financial Wealth Management
Ohio
$636K 42,708 +700 +2%
CG
15
Colony Group
Massachusetts
$621K 41,669 -4,186 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$587K 39,406 +1,385 +4%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$581K 38,968 -759 -2%
Wells Fargo
18
Wells Fargo
California
$510K 34,205 -23,635 -41%
AWS
19
Atria Wealth Solutions
New York
$460K 30,901 +2,833 +10%
Vanguard Group
20
Vanguard Group
Pennsylvania
$448K 30,100 – –
NA
21
NewEdge Advisors
Louisiana
$436K 29,280 -600 -2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$403K 27,068 -5,940 -18%
DC
23
Davenport & Co
Virginia
$386K 25,916 -6,567 -20%
RJA
24
Raymond James & Associates
Florida
$324K 21,775 +97 +0.4%
HighTower Advisors
25
HighTower Advisors
Illinois
$315K 21,108 +71 +0.3%
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