MPV

Barings Participation Investors
MPV

Overview Fund Activity

28 hedge funds and large institutions have $32.1M invested in Barings Participation Investors in 2021 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
12
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
B
1
Barings
North Carolina
$4.07M
2
RCM
2
Rivernorth Capital Management
Florida
$6.1M
3
KFS
3
Kelly Financial Services
Massachusetts
$500K
4
CAN
4
Cetera Advisor Networks
California
$267K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.12M

Top Sellers

1
TCMG
1
TSP Capital Management Group
New Jersey
$5.25M
2
RJA
2
Raymond James & Associates
Florida
$416K
3
UBS Group
3
UBS Group
Switzerland
$890K
4
CFMC
4
Curbstone Financial Management Corp
New Hampshire
$994K
5
CAC
5
Certified Advisory Corp
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
26
Citigroup
New York
$11K 812 – –
CIM
27
Contravisory Investment Management
Massachusetts
$7K 500 – –
SPIA
28
Steward Partners Investment Advisory
New York
$4K 310 – –
LWM
29
Liberty Wealth Management
California
$1K 74 +1 +1%
CAC
30
Certified Advisory Corp
Florida
– – -802 Closed
RWB
31
RMR Wealth Builders
New Jersey
– – -334 Closed
Fidelity Investments
32
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
1
2