Barings Participation Investors
MPV
28 hedge funds and large institutions have $21.3M invested in Barings Participation Investors in 2017 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
0.94% less ownership
Funds ownership: 15.4% → 14.46% (-0.94%)
3% less funds holding
Funds holding: 29 → 28 (-1)
8% less capital invested
Capital invested by funds: $23.1M → $21.3M (-$1.82M)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$366K |
| 2 |
Morgan Stanley
New York
|
+$124K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$101K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$55K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$52.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$611K |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$454K |
| 3 |
FMA
FNY Managed Accounts
New York
|
-$454K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$382K |
| 5 |
Citigroup
New York
|
-$47.3K |
MPV Hedge Fund Activity: Q4 2017 in Review
28 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2017, worth a combined $21.3M — down 7.9% from $23.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MPV and 2 opened new positions — a net loss of 1 holder — while 10 trimmed existing stakes and 9 added.
The largest buyer was UBS Group, adding an estimated $366K. The largest seller was Curbstone Financial Management Corp, cutting an estimated $611K.
- 28 institutional investors held Barings Participation Investors (MPV) as of Q4 2017, down from 29 in Q3 2017.
- Funds reported $21.3M of Barings Participation Investors stock for Q4 2017, down 7.9% quarter-over-quarter.
- 2 funds opened new Barings Participation Investors positions in Q4 2017 and 3 closed out, a net change of -1 holder.
- The largest Barings Participation Investors buyer in Q4 2017 was UBS Group, an estimated $366K added.
- The largest Barings Participation Investors seller in Q4 2017 was Curbstone Financial Management Corp, an estimated $611K sold.
Based on aggregated 13F filings for Q4 2017.