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MCI

Barings Corporate Investors

67 hedge funds and large institutions have $82.7M invested in Barings Corporate Investors in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more capital invested

Capital invested by funds: $65M → $82.7M (+$17.8M)

5% more funds holding

Funds holding: 6467 (+3)

1.58% more ownership

Funds ownership: 14.84%16.42% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

36% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 25

Holders
67
Holders Change
+3
Holders Change %
+4.69%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
16
Reduced
25
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1
BHK Investment Advisors
Alabama
$7.78M -$464K -22,058 -6%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$7.24M +$2.61K +124 +0%
Invesco
3
Invesco
Georgia
$5.53M +$1.39M +66,263 +39%
B
4
Barings
North Carolina
$5.15M
GWSA
5
Global Wealth Strategies & Associates
Colorado
$5.13M +$4.6M +218,759 New
SAM
6
Smith Asset Management
Florida
$5.09M -$14.5K -687 -0.3%
Morgan Stanley
7
Morgan Stanley
New York
$4.74M -$157K -7,452 -4%
SIG
8
Sky Investment Group
Connecticut
$3.98M
SAM
9
Secure Asset Management
Michigan
$3.98M -$101K -4,803 -3%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.33M +$2.09M +99,408 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.27M -$26.4K -1,255 -1%
TCMG
12
TSP Capital Management Group
New Jersey
$2.06M +$11.4K +541 +0.6%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.99M +$103K +4,895 +6%
CSC
14
Caldwell Sutter Capital
California
$1.98M
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.69M -$23.8K -1,133 -2%
MML Investors Services
16
MML Investors Services
Massachusetts
$1.64M +$494K +23,471 +50%
AWS
17
Atria Wealth Solutions
New York
$1.42M +$2.04K +97 +0.2%
Raymond James Financial
18
Raymond James Financial
Florida
$1.18M +$3.62K +172 +0.3%
FFWM
19
Future Financial Wealth Management
Ohio
$1.12M -$36.1K -1,717 -3%
BPA
20
Beacon Pointe Advisors
California
$1.08M +$5.58K +265 +0.6%
CB
21
Commerce Bank
Missouri
$1.01M -$266K -12,658 -23%
Osaic Holdings
22
Osaic Holdings
Arizona
$969K +$11.5K +545 +1%
LPL Financial
23
LPL Financial
California
$962K +$590K +28,022 +215%
RRA
24
Round Rock Advisors
Connecticut
$961K +$466K +22,141 +118%
Bank of America
25
Bank of America
North Carolina
$881K +$77.2K +3,668 +11%

MCI Hedge Fund Activity: Q1 2025 in Review

67 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q1 2025, worth a combined $82.7M — up 27% from $65M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MCI positions and 3 closed out — a net gain of 4 holders — while 16 added to existing stakes and 25 trimmed.

The largest buyer was Global Wealth Strategies & Associates, opening a new position worth an estimated $4.6M. The largest seller was Dumont & Blake Investment Advisors, cutting an estimated $757K.

  • 67 institutional investors held Barings Corporate Investors (MCI) as of Q1 2025, up from 64 in Q4 2024.
  • Funds reported $82.7M of Barings Corporate Investors stock for Q1 2025, up 27% quarter-over-quarter.
  • 7 funds opened new Barings Corporate Investors positions in Q1 2025 and 3 closed out, a net change of +4 holders.
  • The largest Barings Corporate Investors buyer in Q1 2025 was Global Wealth Strategies & Associates, an estimated $4.6M added.
  • The largest Barings Corporate Investors seller in Q1 2025 was Dumont & Blake Investment Advisors, an estimated $757K sold.

Based on aggregated 13F filings for Q1 2025.