Barings Participation Investors
MPV
35 hedge funds and large institutions have $39.6M invested in Barings Participation Investors in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
56% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 9
11% more capital invested
Capital invested by funds: $35.8M → $39.6M (+$3.77M)
3% more funds holding
Funds holding: 34 → 35 (+1)
0.37% more ownership
Funds ownership: 18.5% → 18.87% (+0.37%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$696K |
| 2 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$644K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$205K |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$190K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$88.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$310K |
| 2 |
Morgan Stanley
New York
|
-$224K |
| 3 |
Jane Street
New York
|
-$173K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$95.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$65.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
26
Advisory Services Network
Atlanta,
Georgia
| $60.3K | +$65.7K | +3,518 | New |
|
|
KFAS
27
Keating Financial Advisory Services
Manhattan,
Kansas
| $51.9K | +$1.1K | +59 | +2% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $51K | – | – | – |
|
|
DJSG
29
D.J. St. Germain
Springfield,
Massachusetts
| $24.5K | +$504 | +27 | +2% |
|
|
WA
30
Whipplewood Advisors
Littleton,
Colorado
| $22.5K | -$261 | -14 | -1% |
|
|
PP
31
PFS Partners
Mine Hill,
New Jersey
| $19.6K | – | – | – |
|
32
Rockefeller Capital Management
New York
| $14.6K | – | – | – |
|
|
UIA
33
Ulland Investment Advisors
Minneapolis,
Minnesota
| $12K | – | – | – |
|
|
AUB
34
Atlantic Union Bankshares
Glen Allen,
Virginia
| $10.1K | +$11K | +590 | New |
|
|
SL
35
Salomon & Ludwin
Richmond,
Virginia
| $6.3K | – | – | – |
|
36
Fifth Third Bancorp
Cincinnati,
Ohio
| $1.71K | +$1.87K | +100 | New |
|
|
KAS
37
Kestra Advisory Services
Austin,
Texas
| – | -$29.7K | -1,868 | Closed |
|
MPV Hedge Fund Activity: Q1 2026 in Review
35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2026, worth a combined $39.6M — up 11% from $35.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MPV positions and 1 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.
The largest buyer was LPL Financial, adding an estimated $696K. The largest seller was Bank of America, cutting an estimated $310K.
- 35 institutional investors held Barings Participation Investors (MPV) as of Q1 2026, up from 34 in Q4 2025.
- Funds reported $39.6M of Barings Participation Investors stock for Q1 2026, up 11% quarter-over-quarter.
- 5 funds opened new Barings Participation Investors positions in Q1 2026 and 1 closed out, a net change of +4 holders.
- The largest Barings Participation Investors buyer in Q1 2026 was LPL Financial, an estimated $696K added.
- The largest Barings Participation Investors seller in Q1 2026 was Bank of America, an estimated $310K sold.
Based on aggregated 13F filings for Q1 2026.