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MCI

Barings Corporate Investors

55 hedge funds and large institutions have $55.9M invested in Barings Corporate Investors in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

4% more funds holding

Funds holding: 5355 (+2)

7% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 14

2% more capital invested

Capital invested by funds: $55M → $55.9M (+$867K)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.7% less ownership

Funds ownership: 13.65%12.94% (-0.7%)

Holders
55
Holders Change
+2
Holders Change %
+3.77%
% 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
8
Increased
15
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1
BHK Investment Advisors
Alabama
$6.95M -$325K -17,552 -5%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.18M -$786K -42,450 -12%
B
3
Barings
North Carolina
$4.38M
Morgan Stanley
4
Morgan Stanley
New York
$4.14M +$105K +5,671 +3%
SIG
5
Sky Investment Group
Connecticut
$3.4M
Invesco
6
Invesco
Georgia
$3.32M +$604K +32,613 +24%
SAM
7
Secure Asset Management
Michigan
$3.22M +$209K +11,273 +7%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.8M +$91.7K +4,951 +6%
TCMG
9
TSP Capital Management Group
New Jersey
$1.75M -$30K -1,623 -2%
CSC
10
Caldwell Sutter Capital
California
$1.69M
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.59M +$332K +17,932 +29%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.56M -$1.55K -84 -0.1%
CB
13
Commerce Bank
Missouri
$1.45M +$1.09M +58,994 +427%
AWS
14
Atria Wealth Solutions
New York
$1.16M -$1.56M -84,070 -59%
UBS Group
15
UBS Group
Switzerland
$1.13M -$223K -12,046 -18%
FFWM
16
Future Financial Wealth Management
Ohio
$989K +$15.1K +814 +2%
DBIA
17
Dumont & Blake Investment Advisors
New Jersey
$919K -$854K -46,126 -50%
BPA
18
Beacon Pointe Advisors
California
$915K +$18.3K +988 +2%
Osaic Holdings
19
Osaic Holdings
Arizona
$804K +$67K +3,620 +10%
NA
20
NewEdge Advisors
Louisiana
$645K +$64.3K +3,475 +12%
MML Investors Services
21
MML Investors Services
Massachusetts
$612K +$309K +16,712 +119%
BEI
22
Benjamin Edwards Inc
Missouri
$603K +$560K +30,248 New
Vanguard Group
23
Vanguard Group
Pennsylvania
$600K
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
$520K -$118K -6,366 -20%
GL
25
Graypoint LLC
New York
$457K +$8.85K +478 +2%

MCI Hedge Fund Activity: Q3 2024 in Review

55 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q3 2024, worth a combined $55.9M — up 1.6% from $55M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MCI positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 14 trimmed.

The largest buyer was Commerce Bank, adding an estimated $1.09M. The largest seller was Atria Wealth Solutions, cutting an estimated $1.56M.

  • 55 institutional investors held Barings Corporate Investors (MCI) as of Q3 2024, up from 53 in Q2 2024.
  • Funds reported $55.9M of Barings Corporate Investors stock for Q3 2024, up 1.6% quarter-over-quarter.
  • 8 funds opened new Barings Corporate Investors positions in Q3 2024 and 4 closed out, a net change of +4 holders.
  • The largest Barings Corporate Investors buyer in Q3 2024 was Commerce Bank, an estimated $1.09M added.
  • The largest Barings Corporate Investors seller in Q3 2024 was Atria Wealth Solutions, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2024.