Barings Participation Investors
MPV
30 hedge funds and large institutions have $22.9M invested in Barings Participation Investors in 2018 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 0 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
7% more capital invested
Capital invested by funds: $21.3M → $22.9M (+$1.58M)
7% more funds holding
Funds holding: 28 → 30 (+2)
0.39% more ownership
Funds ownership: 14.46% → 14.85% (+0.39%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$553K |
| 2 |
Morgan Stanley
New York
|
+$288K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$179K |
| 4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$173K |
| 5 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
+$118K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
-$437K |
| 2 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$67.9K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$65.8K |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
-$40.3K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$34.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACS
26
Archford Capital Strategies
Swansea,
Illinois
| $11K | +$11.6K | +800 | New |
|
|
CAC
27
Certified Advisory Corp
Altamonte Springs,
Florida
| $9K | +$173 | +12 | +2% |
|
|
CIM
28
Contravisory Investment Management
Norwell,
Massachusetts
| $7K | – | – | – |
|
|
PMFA
29
Plante Moran Financial Advisors
Southfield,
Michigan
| $6K | – | – | – |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $1K | +$1.3K | +90 | New |
|
MPV Hedge Fund Activity: Q1 2018 in Review
30 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2018, worth a combined $22.9M — up 7.4% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MPV positions and 0 closed out — a net gain of 2 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Curbstone Financial Management Corp, adding an estimated $553K. The largest seller was Bessemer Group, cutting an estimated $437K.
- 30 institutional investors held Barings Participation Investors (MPV) as of Q1 2018, up from 28 in Q4 2017.
- Funds reported $22.9M of Barings Participation Investors stock for Q1 2018, up 7.4% quarter-over-quarter.
- 2 funds opened new Barings Participation Investors positions in Q1 2018 and 0 closed out, a net change of +2 holders.
- The largest Barings Participation Investors buyer in Q1 2018 was Curbstone Financial Management Corp, an estimated $553K added.
- The largest Barings Participation Investors seller in Q1 2018 was Bessemer Group, an estimated $437K sold.
Based on aggregated 13F filings for Q1 2018.