MCI

Barings Corporate Investors
MCI

Overview Fund Activity

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.

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
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$6.65M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$691K
3
AWS
3
Atria Wealth Solutions
New York
$1.88M
4
RA
4
RFG Advisory
Alabama
$2.26M
5
BPA
5
Beacon Pointe Advisors
California
$850K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$4.01M
2
BIA
2
BHK Investment Advisors
Alabama
$4.05M
3
UBS Group
3
UBS Group
Switzerland
$1.87M
4
Mariner
4
Mariner
Kansas
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$338K
Name Market Value Shares Shares
Change 		Shares
Change %
CFMC
1
Curbstone Financial Management Corp
New Hampshire
$6.78M 367,736 -4,300 -1%
Morgan Stanley
2
Morgan Stanley
New York
$6.65M 360,680 +176,114 +95%
BIA
3
BHK Investment Advisors
Alabama
$4.05M 219,896 -100,855 -31%
B
4
Barings
North Carolina
$4.05M 219,664 – –
RCM
5
Rivernorth Capital Management
Florida
$4.01M 217,847 -248,432 -53%
Invesco
6
Invesco
Georgia
$3.36M 182,079 +7,224 +4%
SIG
7
Sky Investment Group
Connecticut
– – – –
RA
8
RFG Advisory
Alabama
$2.26M 122,435 +25,242 +26%
AWS
9
Atria Wealth Solutions
New York
$1.88M 101,703 +32,170 +46%
UBS Group
10
UBS Group
Switzerland
$1.87M 101,614 -96,747 -49%
TCMG
11
TSP Capital Management Group
New Jersey
$1.64M 89,095 -574 -0.6%
CSC
12
Caldwell Sutter Capital
California
$1.61M 87,614 – –
GIM
13
Greenwich Investment Management
Connecticut
$1.5M 81,207 -2,965 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.48M 80,520 -3,881 -5%
NA
15
NewEdge Advisors
Louisiana
$1.08M 58,315 +10,285 +21%
FFWM
16
Future Financial Wealth Management
Ohio
$879K 47,718 +4,107 +9%
DBIA
17
Dumont & Blake Investment Advisors
New Jersey
$866K 46,990 -2,177 -4%
BPA
18
Beacon Pointe Advisors
California
$850K 46,125 +13,455 +41%
Osaic Holdings
19
Osaic Holdings
Arizona
$711K 38,583 -9,250 -19%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$691K 37,480 +37,480 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$610K 33,077 +12,390 +60%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$565K 30,642 -193 -0.6%
Vanguard Group
23
Vanguard Group
Pennsylvania
$555K 30,100 – –
Bank of America
24
Bank of America
North Carolina
$460K 24,984 +9,488 +61%
DC
25
Davenport & Co
Virginia
$440K 23,866 – –
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