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MCI

Barings Corporate Investors

54 hedge funds and large institutions have $52.8M invested in Barings Corporate Investors in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

13% more funds holding

Funds holding: 4854 (+6)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1% less capital invested

Capital invested by funds: $53.4M → $52.8M (-$637K)

1.34% less ownership

Funds ownership: 16.76%15.42% (-1.3%)

Holders
54
Holders Change
+6
Holders Change %
+12.5%
% of All Funds
0.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
19
Reduced
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1
Rivernorth Capital Management
Florida
$7.43M -$6.43M -419,861 -47%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.93M +$3.06K +200 +0.1%
BIA
3
BHK Investment Advisors
Alabama
$5.11M -$741K -48,391 -13%
B
4
Barings
North Carolina
$3.5M
UBS Group
5
UBS Group
Switzerland
$3.16M -$115K -7,525 -4%
Morgan Stanley
6
Morgan Stanley
New York
$2.94M +$142K +9,298 +5%
Invesco
7
Invesco
Georgia
$2.79M +$2.68M +174,855 New
SIG
8
Sky Investment Group
Connecticut
$2.78M
RA
9
RFG Advisory
Alabama
$1.55M +$1.49M +97,193 New
TCMG
10
TSP Capital Management Group
New Jersey
$1.43M +$6.91K +451 +0.5%
CSC
11
Caldwell Sutter Capital
California
$1.4M
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.34M +$582 +38 +0%
GIM
13
Greenwich Investment Management
Connecticut
$1.34M +$23.9K +1,560 +2%
AWS
14
Atria Wealth Solutions
New York
$1.11M +$592K +38,632 +125%
DBIA
15
Dumont & Blake Investment Advisors
New Jersey
$784K -$17.6K -1,149 -2%
NA
16
NewEdge Advisors
Louisiana
$766K +$287K +18,750 +64%
Osaic Holdings
17
Osaic Holdings
Arizona
$763K +$129K +8,427 +21%
FFWM
18
Future Financial Wealth Management
Ohio
$695K +$13.8K +903 +2%
CG
19
Colony Group
Massachusetts
$642K -$21.2K -1,386 -3%
BPA
20
Beacon Pointe Advisors
California
$521K +$501K +32,670 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$492K -$2.55M -166,240 -84%
Vanguard Group
22
Vanguard Group
Pennsylvania
$480K
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$456K +$23.6K +1,543 +6%
DC
24
Davenport & Co
Virginia
$380K -$31.4K -2,050 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$355K +$16.5K +1,077 +5%

MCI Hedge Fund Activity: Q3 2023 in Review

54 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2023, worth a combined $52.8M — down 1.2% from $53.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCI positions and 1 closed out — a net gain of 6 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Invesco, opening a new position worth an estimated $2.68M. The largest seller was Rivernorth Capital Management, cutting an estimated $6.43M.

  • 54 institutional investors held Barings Corporate Investors (MCI) as of Q3 2023, up from 48 in Q2 2023.
  • Funds reported $52.8M of Barings Corporate Investors stock for Q3 2023, down 1.2% quarter-over-quarter.
  • 7 funds opened new Barings Corporate Investors positions in Q3 2023 and 1 closed out, a net change of +6 holders.
  • The largest Barings Corporate Investors buyer in Q3 2023 was Invesco, an estimated $2.68M added.
  • The largest Barings Corporate Investors seller in Q3 2023 was Rivernorth Capital Management, an estimated $6.43M sold.

Based on aggregated 13F filings for Q3 2023.