MPV

Barings Participation Investors
MPV

Overview Fund Activity

32 hedge funds and large institutions have $23.8M invested in Barings Participation Investors in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 5 closing their positions.

Holders
32
Holders Change
-2
Holders Change %
-5.88%
% of All Funds
0.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$2.07M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.98M
3
GIM
3
Greenwich Investment Management
Connecticut
$1.95M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$139K
5
UBS Group
5
UBS Group
Switzerland
$921K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$745K
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$139K
3
RICHC
3
Renaissance Investment Consultants Holding Company
Pennsylvania
$0
4
SCA
4
Stonebridge Capital Advisors
Minnesota
$0
5
HAM
5
Hammer Asset Management
California
$562K
Name Market Value Shares Shares
Change 		Shares
Change %
JFA
26
JNBA Financial Advisors
Minnesota
$10K 953 – –
Citigroup
27
Citigroup
New York
$9K 812 – –
BFEC
28
Benjamin F. Edwards & Company
Missouri
$7K 669 – –
KFS
29
Kelly Financial Services
Massachusetts
$5.43K 500 – –
CIM
30
Contravisory Investment Management
Massachusetts
$5K 500 – –
GWM
31
Geneos Wealth Management
Colorado
$2K 249 – –
NNP
32
Nachman Norwood & Parrott
South Carolina
$2K 169 +169 New
LWM
33
Liberty Wealth Management
California
$1K 71 +2 +3%
RICHC
34
Renaissance Investment Consultants Holding Company
Pennsylvania
– – -20,381 Closed
SCA
35
Stonebridge Capital Advisors
Minnesota
– – -5,897 Closed
FWM
36
FSA Wealth Management
Massachusetts
– – -1,500 Closed
PAG
37
Private Advisor Group
New Jersey
– – -1,007 Closed
THWM
38
Taylor Hoffman Wealth Management
Virginia
– – -800 Closed
CFGS
39
Concourse Financial Group Securities
Alabama
– – – –
1
2