MCI

Barings Corporate Investors
MCI

Overview Fund Activity

63 hedge funds and large institutions have $65M invested in Barings Corporate Investors in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

Holders
63
Holders Change
+8
Holders Change %
+14.55%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
11
Increased
18
Reduced
13
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAM
1
Smith Asset Management
Florida
$4.44M
2
Raymond James Financial
2
Raymond James Financial
Florida
$1.03M
3
RRA
3
Round Rock Advisors
Connecticut
$384K
4
Bank of America
4
Bank of America
North Carolina
$691K
5
WA
5
Whipplewood Advisors
Colorado
$357K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$488K
2
CB
2
Commerce Bank
Missouri
$1.13M
3
NA
3
NewEdge Advisors
Louisiana
$532K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.49M
5
Wells Fargo
5
Wells Fargo
California
$119K
Name Market Value Shares Shares
Change 		Shares
Change %
BIA
1
BHK Investment Advisors
Alabama
$7.21M 353,808 +4,988 +1%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.3M 308,904 -1,100 -0.4%
B
3
Barings
North Carolina
$4.48M 219,664 – –
SAM
4
Smith Asset Management
Florida
$4.44M 217,757 +217,757 New
Morgan Stanley
5
Morgan Stanley
New York
$4.27M 209,728 +1,818 +0.9%
SAM
6
Secure Asset Management
Michigan
$3.56M 174,641 +13,010 +8%
SIG
7
Sky Investment Group
Connecticut
– – – –
Invesco
8
Invesco
Georgia
$3.46M 169,551 +3,029 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2M 98,054 +7,524 +8%
TCMG
10
TSP Capital Management Group
New Jersey
$1.78M 87,293 -576 -0.7%
CSC
11
Caldwell Sutter Capital
California
$1.72M 84,614 – –
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M 79,979 -69 -0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.49M 73,321 -5,118 -7%
AWS
14
Atria Wealth Solutions
New York
$1.23M 60,426 +1,989 +3%
CB
15
Commerce Bank
Missouri
$1.13M 55,655 -17,165 -24%
Raymond James Financial
16
Raymond James Financial
Florida
$1.03M 50,370 +50,370 New
FFWM
17
Future Financial Wealth Management
Ohio
$1.01M 49,602 -17 -0%
MML Investors Services
18
MML Investors Services
Massachusetts
$949K 46,563 +15,859 +52%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$940K 46,124 – –
BPA
20
Beacon Pointe Advisors
California
$936K 45,919 -12 -0%
Osaic Holdings
21
Osaic Holdings
Arizona
$832K 40,794 +473 +1%
KAS
22
Kestra Advisory Services
Texas
$729K 35,792 +13,592 +61%
BEI
23
Benjamin Edwards Inc
Missouri
$717K 35,171 +4,923 +16%
Bank of America
24
Bank of America
North Carolina
$691K 33,917 +17,637 +108%
Vanguard Group
25
Vanguard Group
Pennsylvania
$613K 30,100 – –
1
2 3