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MCI

Barings Corporate Investors

65 hedge funds and large institutions have $77.8M invested in Barings Corporate Investors in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 13

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.03% less ownership

Funds ownership: 16.42%16.39% (-0.03%)

3% less funds holding

Funds holding: 6765 (-2)

6% less capital invested

Capital invested by funds: $82.7M → $77.8M (-$4.92M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

Holders
65
Holders Change
-2
Holders Change %
-2.99%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
24
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
1
BHK Investment Advisors
Alabama
$7.85M +$625K +30,439 +9%
CFMC
2
Curbstone Financial Management Corp
New Hampshire
$6.45M -$232K -11,300 -4%
Invesco
3
Invesco
Georgia
$5.15M +$42.5K +2,072 +0.9%
GWSA
4
Global Wealth Strategies & Associates
Colorado
$4.9M +$150K +7,312 +3%
B
5
Barings
North Carolina
$4.76M
Morgan Stanley
6
Morgan Stanley
New York
$4.11M -$261K -12,729 -6%
SAM
7
Smith Asset Management
Florida
$4.06M -$605K -29,466 -14%
SAM
8
Secure Asset Management
Michigan
$3.83M +$145K +7,062 +4%
SIG
9
Sky Investment Group
Connecticut
$3.68M
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$2.24M +$86.3K +4,201 +4%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.18M +$81.2K +3,954 +4%
TCMG
12
TSP Capital Management Group
New Jersey
$1.87M -$1.8M -87,834 Closed
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.83M -$2.85K -139 -0.2%
CSC
14
Caldwell Sutter Capital
California
$1.83M
MML Investors Services
15
MML Investors Services
Massachusetts
$1.62M +$96.7K +4,711 +7%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.5M -$63.5K -3,095 -4%
PIMG
17
Patriot Investment Management Group
Tennessee
$1.48M +$1.4M +68,100 New
AWS
18
Atria Wealth Solutions
New York
$1.33M +$18.4K +895 +1%
LPL Financial
19
LPL Financial
California
$1.29M +$379K +18,445 +45%
Raymond James Financial
20
Raymond James Financial
Florida
$1.27M +$169K +8,252 +16%
FFWM
21
Future Financial Wealth Management
Ohio
$1.04M +$3.29K +160 +0.3%
BPA
22
Beacon Pointe Advisors
California
$983K -$16.6K -807 -2%
RRA
23
Round Rock Advisors
Connecticut
$952K +$61.3K +2,987 +7%
Osaic Holdings
24
Osaic Holdings
Arizona
$948K +$49.9K +2,432 +6%
Bank of America
25
Bank of America
North Carolina
$830K +$15.1K +735 +2%

MCI Hedge Fund Activity: Q2 2025 in Review

65 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Barings Corporate Investors (MCI) for Q2 2025, worth a combined $77.8M — down 5.9% from $82.7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of MCI and 6 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 24 added.

The largest buyer was Patriot Investment Management Group, opening a new position worth an estimated $1.4M. The largest seller was TSP Capital Management Group, exiting entirely with an estimated $1.8M sold.

  • 65 institutional investors held Barings Corporate Investors (MCI) as of Q2 2025, down from 67 in Q1 2025.
  • Funds reported $77.8M of Barings Corporate Investors stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 6 funds opened new Barings Corporate Investors positions in Q2 2025 and 8 closed out, a net change of -2 holders.
  • The largest Barings Corporate Investors buyer in Q2 2025 was Patriot Investment Management Group, an estimated $1.4M added.
  • The largest Barings Corporate Investors seller in Q2 2025 was TSP Capital Management Group, an estimated $1.8M sold.

Based on aggregated 13F filings for Q2 2025.