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MCI

Barings Corporate Investors

64 hedge funds and large institutions have $65M invested in Barings Corporate Investors in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 13 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 13

16% more funds holding

Funds holding: 5564 (+9)

16% more capital invested

Capital invested by funds: $55.9M → $65M (+$9.08M)

1.89% more ownership

Funds ownership: 12.94%14.84% (+1.9%)

Holders
64
Holders Change
+9
Holders Change %
+16.36%
% 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
12
Increased
18
Reduced
13
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1
BHK Investment Advisors
Alabama
$7.21M +$98.6K +4,988 +1%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.3M -$21.7K -1,100 -0.4%
B
3
Barings
North Carolina
$4.48M
SAM
4
Smith Asset Management
Florida
$4.44M +$4.31M +217,757 New
Morgan Stanley
5
Morgan Stanley
New York
$4.27M +$35.9K +1,818 +0.9%
SAM
6
Secure Asset Management
Michigan
$3.56M +$257K +13,010 +8%
SIG
7
Sky Investment Group
Connecticut
$3.47M
Invesco
8
Invesco
Georgia
$3.46M +$59.9K +3,029 +2%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$2M +$149K +7,524 +8%
TCMG
10
TSP Capital Management Group
New Jersey
$1.78M -$11.4K -576 -0.7%
CSC
11
Caldwell Sutter Capital
California
$1.72M
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.63M -$1.36K -69 -0.1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.49M -$101K -5,118 -7%
AWS
14
Atria Wealth Solutions
New York
$1.23M +$39.3K +1,989 +3%
CB
15
Commerce Bank
Missouri
$1.13M -$339K -17,165 -24%
Raymond James Financial
16
Raymond James Financial
Florida
$1.03M +$996K +50,370 New
FFWM
17
Future Financial Wealth Management
Ohio
$1.01M -$336 -17 -0%
MML Investors Services
18
MML Investors Services
Massachusetts
$949K +$314K +15,859 +52%
DBIA
19
Dumont & Blake Investment Advisors
New Jersey
$940K
BPA
20
Beacon Pointe Advisors
California
$936K -$237 -12 -0%
Osaic Holdings
21
Osaic Holdings
Arizona
$832K +$9.35K +473 +1%
KAS
22
Kestra Advisory Services
Texas
$729K +$269K +13,592 +61%
BEI
23
Benjamin Edwards Inc
Missouri
$717K +$97.3K +4,923 +16%
Bank of America
24
Bank of America
North Carolina
$691K +$349K +17,637 +108%
Vanguard Group
25
Vanguard Group
Pennsylvania
$613K

MCI Hedge Fund Activity: Q4 2024 in Review

64 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q4 2024, worth a combined $65M — up 16% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MCI positions and 2 closed out — a net gain of 10 holders — while 18 added to existing stakes and 13 trimmed.

The largest buyer was Round Rock Advisors, opening a new position worth an estimated $372K. The largest seller was UBS Group, cutting an estimated $646K.

  • 64 institutional investors held Barings Corporate Investors (MCI) as of Q4 2024, up from 55 in Q3 2024.
  • Funds reported $65M of Barings Corporate Investors stock for Q4 2024, up 16% quarter-over-quarter.
  • 12 funds opened new Barings Corporate Investors positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Barings Corporate Investors buyer in Q4 2024 was Round Rock Advisors, an estimated $372K added.
  • The largest Barings Corporate Investors seller in Q4 2024 was UBS Group, an estimated $646K sold.

Based on aggregated 13F filings for Q4 2024.