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MCI

Barings Corporate Investors

54 hedge funds and large institutions have $57.2M invested in Barings Corporate Investors in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $52.8M → $57.2M (+$4.38M)

6% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 16

0% more funds holding

Funds holding: 5454 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.02% less ownership

Funds ownership: 15.42%14.4% (-1%)

Holders
54
Holders Change
Holders Change %
0%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
17
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$6.78M -$71.6K -4,300 -1%
Morgan Stanley
2
Morgan Stanley
New York
$6.65M +$2.93M +176,114 +95%
BIA
3
BHK Investment Advisors
Alabama
$4.05M -$1.68M -100,855 -31%
B
4
Barings
North Carolina
$4.05M
RCM
5
Rivernorth Capital Management
Florida
$4.01M -$4.13M -248,432 -53%
Invesco
6
Invesco
Georgia
$3.36M +$120K +7,224 +4%
SIG
7
Sky Investment Group
Connecticut
$3.16M
RA
8
RFG Advisory
Alabama
$2.26M +$420K +25,242 +26%
AWS
9
Atria Wealth Solutions
New York
$1.88M +$535K +32,170 +46%
UBS Group
10
UBS Group
Switzerland
$1.87M -$1.61M -96,747 -49%
TCMG
11
TSP Capital Management Group
New Jersey
$1.64M -$9.55K -574 -0.6%
CSC
12
Caldwell Sutter Capital
California
$1.61M
GIM
13
Greenwich Investment Management
Connecticut
$1.5M -$49.3K -2,965 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.48M -$64.6K -3,881 -5%
NA
15
NewEdge Advisors
Louisiana
$1.08M +$171K +10,285 +21%
FFWM
16
Future Financial Wealth Management
Ohio
$879K +$68.3K +4,107 +9%
DBIA
17
Dumont & Blake Investment Advisors
New Jersey
$866K -$36.2K -2,177 -4%
BPA
18
Beacon Pointe Advisors
California
$850K +$224K +13,455 +41%
Osaic Holdings
19
Osaic Holdings
Arizona
$711K -$154K -9,250 -19%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$691K +$624K +37,480 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$610K +$206K +12,390 +60%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$565K -$3.21K -193 -0.6%
Vanguard Group
23
Vanguard Group
Pennsylvania
$555K
Bank of America
24
Bank of America
North Carolina
$460K +$158K +9,488 +61%
DC
25
Davenport & Co
Virginia
$440K

MCI Hedge Fund Activity: Q4 2023 in Review

54 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2023, worth a combined $57.2M — up 8.3% from $52.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCI positions and 4 closed out — a net gain of 1 holder — while 17 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.93M. The largest seller was Rivernorth Capital Management, cutting an estimated $4.13M.

  • 54 institutional investors held Barings Corporate Investors (MCI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $57.2M of Barings Corporate Investors stock for Q4 2023, up 8.3% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q4 2023 and 4 closed out, a net change of +1 holder.
  • The largest Barings Corporate Investors buyer in Q4 2023 was Morgan Stanley, an estimated $2.93M added.
  • The largest Barings Corporate Investors seller in Q4 2023 was Rivernorth Capital Management, an estimated $4.13M sold.

Based on aggregated 13F filings for Q4 2023.