Barings Participation Investors
MPV
24 hedge funds and large institutions have $39.8M invested in Barings Participation Investors in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
12% more capital invested
Capital invested by funds: $35.4M → $39.8M (+$4.39M)
4.26% more ownership
Funds ownership: 26.24% → 30.5% (+4.3%)
0% more funds holding
Funds holding: 24 → 24 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$4.18M |
| 2 |
AC
Almitas Capital
Santa Monica,
California
|
+$954K |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$425K |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$332K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$317K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$206K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$179K |
| 4 |
OC
Oppenheimer & Co
New York
|
-$134K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OC
26
Oppenheimer & Co
New York
| – | -$134K | -11,816 | Closed |
|
|
27
MML Investors Services
Springfield,
Massachusetts
| – | -$119K | -10,504 | Closed |
|
MPV Hedge Fund Activity: Q4 2022 in Review
24 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2022, worth a combined $39.8M — up 12% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MPV positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 7 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $4.18M. The largest seller was Wells Fargo, cutting an estimated $317K.
- 24 institutional investors held Barings Participation Investors (MPV) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $39.8M of Barings Participation Investors stock for Q4 2022, up 12% quarter-over-quarter.
- 4 funds opened new Barings Participation Investors positions in Q4 2022 and 3 closed out, a net change of +1 holder.
- The largest Barings Participation Investors buyer in Q4 2022 was TSP Capital Management Group, an estimated $4.18M added.
- The largest Barings Participation Investors seller in Q4 2022 was Wells Fargo, an estimated $317K sold.
Based on aggregated 13F filings for Q4 2022.