MPV

Barings Participation Investors
MPV

Overview Fund Activity

29 hedge funds and large institutions have $23.9M invested in Barings Participation Investors in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
29
Holders Change
-1
Holders Change %
-3.33%
% of All Funds
0.66%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
11
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$593K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$509K
3
IA
IFP Advisors
Florida
+$95K
4
Wells Fargo
Wells Fargo
California
+$85.8K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$84.8K

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$335K
2
Bessemer Group
Bessemer Group
New Jersey
-$171K
3
OC
Oppenheimer & Co
New York
-$52.2K
4
GIM
Greenwich Investment Management
Connecticut
-$23.5K
5
TCMG
TSP Capital Management Group
New Jersey
-$14.7K
Name Holding Trade Value Shares
Change 		Shares
Change %
ACS
26
Archford Capital Strategies
Illinois
$12K – – –
SEI Investments
27
SEI Investments
Pennsylvania
$11K +$11K +730 New
CAC
28
Certified Advisory Corp
Florida
$10K +$195 +13 +2%
CIM
29
Contravisory Investment Management
Massachusetts
$7K – – –
Bessemer Group
30
Bessemer Group
New Jersey
– -$171K -11,609 Closed
PMFA
31
Plante Moran Financial Advisors
Michigan
– -$6K -440 Closed
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
– -$1K -90 Closed
1
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