MPV

Barings Participation Investors
MPV

Overview Fund Activity

33 hedge funds and large institutions have $31.1M invested in Barings Participation Investors in 2019 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
33
Holders Change
+1
Holders Change %
+3.13%
% of All Funds
0.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
10
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Barings
North Carolina
$4.84M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.92M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$603K
4
GIM
4
Greenwich Investment Management
Connecticut
$2.25M
5
SCA
5
Stonebridge Capital Advisors
Minnesota
$96K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.45M
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$894K
3
NWA
3
New World Advisors
Massachusetts
$0
4
OC
4
Oppenheimer & Co
New York
$3.16M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$601K
Name Market Value Shares Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$32K 2,000 – –
Citigroup
27
Citigroup
New York
$22K 1,365 – –
ACS
28
Archford Capital Strategies
Illinois
$13K 800 – –
RIA
29
Realta Investment Advisors
Delaware
$13K 785 +785 New
CAC
30
Certified Advisory Corp
Florida
$12K 713 +12 +2%
KFS
31
Kelly Financial Services
Massachusetts
$8.16K 500 – –
CIM
32
Contravisory Investment Management
Massachusetts
$8K 500 – –
NFG
33
Next Financial Group
Texas
$4K 250 – –
LWM
34
Liberty Wealth Management
California
$1K 65 +65 New
NWA
35
New World Advisors
Massachusetts
– – -7,000 Closed
FHB
36
First Hawaiian Bank
Hawaii
– – -420 Closed
CFGS
37
Concourse Financial Group Securities
Alabama
– – – –
1
2