MCI

Barings Corporate Investors
MCI

Overview Fund Activity

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.

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
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.79M
2
RA
2
RFG Advisory
Alabama
$1.55M
3
AWS
3
Atria Wealth Solutions
New York
$1.11M
4
BPA
4
Beacon Pointe Advisors
California
$521K
5
GL
5
Graypoint LLC
New York
$336K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$7.43M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$492K
3
BIA
3
BHK Investment Advisors
Alabama
$5.11M
4
Wells Fargo
4
Wells Fargo
California
$163K
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$332K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$7.43M 466,279 -419,861 -47%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$5.93M 372,036 +200 +0.1%
BIA
3
BHK Investment Advisors
Alabama
$5.11M 320,751 -48,391 -13%
B
4
Barings
North Carolina
$3.5M 219,664 – –
UBS Group
5
UBS Group
Switzerland
$3.16M 198,361 -7,525 -4%
Morgan Stanley
6
Morgan Stanley
New York
$2.94M 184,566 +9,298 +5%
Invesco
7
Invesco
Georgia
$2.79M 174,855 +174,855 New
SIG
8
Sky Investment Group
Connecticut
– – – –
RA
9
RFG Advisory
Alabama
$1.55M 97,193 +97,193 New
TCMG
10
TSP Capital Management Group
New Jersey
$1.43M 89,669 +451 +0.5%
CSC
11
Caldwell Sutter Capital
California
$1.4M 87,614 – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.35M 84,401 +38 +0%
GIM
13
Greenwich Investment Management
Connecticut
$1.34M 84,172 +1,560 +2%
AWS
14
Atria Wealth Solutions
New York
$1.11M 69,533 +38,632 +125%
DBIA
15
Dumont & Blake Investment Advisors
New Jersey
$784K 49,167 -1,149 -2%
NA
16
NewEdge Advisors
Louisiana
$766K 48,030 +18,750 +64%
Osaic Holdings
17
Osaic Holdings
Arizona
$763K 47,833 +8,427 +21%
FFWM
18
Future Financial Wealth Management
Ohio
$695K 43,611 +903 +2%
CG
19
Colony Group
Massachusetts
$642K 40,283 -1,386 -3%
BPA
20
Beacon Pointe Advisors
California
$521K 32,670 +32,670 New
BFEC
21
Benjamin F. Edwards & Company
Missouri
$492K 30,835 -166,240 -84%
Vanguard Group
22
Vanguard Group
Pennsylvania
$480K 30,100 – –
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$456K 28,611 +1,543 +6%
DC
24
Davenport & Co
Virginia
$380K 23,866 -2,050 -8%
HighTower Advisors
25
HighTower Advisors
Illinois
$355K 22,185 +1,077 +5%
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