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MCI

Barings Corporate Investors

55 hedge funds and large institutions have $48.7M invested in Barings Corporate Investors in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 24 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

2% more funds holding

Funds holding: 5455 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.29% less ownership

Funds ownership: 14.4%13.1% (-1.3%)

15% less capital invested

Capital invested by funds: $57.2M → $48.7M (-$8.46M)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
55
Holders Change
+1
Holders Change %
+1.85%
% 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
11
Reduced
24
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1
BHK Investment Advisors
Alabama
$6.3M +$2.68M +146,733 +67%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.28M -$41.1K -2,250 -0.6%
B
3
Barings
North Carolina
$3.78M
Morgan Stanley
4
Morgan Stanley
New York
$3.16M -$3.23M -177,075 -49%
SIG
5
Sky Investment Group
Connecticut
$2.86M
RA
6
RFG Advisory
Alabama
$2.66M +$585K +32,068 +26%
Invesco
7
Invesco
Georgia
$2.31M -$867K -47,475 -26%
AWS
8
Atria Wealth Solutions
New York
$2.29M +$573K +31,412 +31%
TCMG
9
TSP Capital Management Group
New Jersey
$1.54M +$5.88K +322 +0.4%
CSC
10
Caldwell Sutter Capital
California
$1.45M -$54.8K -3,000 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.36M -$21.9K -1,197 -1%
GIM
12
Greenwich Investment Management
Connecticut
$1.36M -$34.7K -1,900 -2%
UBS Group
13
UBS Group
Switzerland
$1.05M -$736K -40,332 -40%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.05M +$760K +41,643 +215%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$876K +$326K +17,883 +54%
DBIA
16
Dumont & Blake Investment Advisors
New Jersey
$798K -$10.3K -565 -1%
BPA
17
Beacon Pointe Advisors
California
$790K -$3.07K -168 -0.4%
FFWM
18
Future Financial Wealth Management
Ohio
$785K -$37.6K -2,059 -4%
Osaic Holdings
19
Osaic Holdings
Arizona
$608K -$59.1K -3,238 -8%
Focus Partners Wealth
20
Focus Partners Wealth
Massachusetts
$601K -$46K -2,520 -7%
BFEC
21
Benjamin F. Edwards & Company
Missouri
$520K -$7.34K -402 -1%
Vanguard Group
22
Vanguard Group
Pennsylvania
$517K
RJA
23
Raymond James & Associates
Florida
$392K +$73 +4 +0%
DC
24
Davenport & Co
Virginia
$388K -$23.1K -1,266 -5%
GL
25
Graypoint LLC
New York
$378K +$8.25K +452 +2%

MCI Hedge Fund Activity: Q1 2024 in Review

55 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2024, worth a combined $48.7M — down 15% from $57.2M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MCI positions and 4 closed out — a net gain of 1 holder — while 11 added to existing stakes and 24 trimmed.

The largest buyer was BHK Investment Advisors, adding an estimated $2.68M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $4.01M sold.

  • 55 institutional investors held Barings Corporate Investors (MCI) as of Q1 2024, up from 54 in Q4 2023.
  • Funds reported $48.7M of Barings Corporate Investors stock for Q1 2024, down 15% quarter-over-quarter.
  • 5 funds opened new Barings Corporate Investors positions in Q1 2024 and 4 closed out, a net change of +1 holder.
  • The largest Barings Corporate Investors buyer in Q1 2024 was BHK Investment Advisors, an estimated $2.68M added.
  • The largest Barings Corporate Investors seller in Q1 2024 was Rivernorth Capital Management, an estimated $4.01M sold.

Based on aggregated 13F filings for Q1 2024.