MPV

Barings Participation Investors
MPV

Overview Fund Activity

28 hedge funds and large institutions have $41.4M invested in Barings Participation Investors in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
28
Holders Change
+4
Holders Change %
+16.67%
% of All Funds
0.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
8
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$3.93M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.12M
3
Truist Financial
3
Truist Financial
North Carolina
$1.12M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$905K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$374K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$9.76M
2
AC
2
Almitas Capital
California
$1.89M
3
Wells Fargo
3
Wells Fargo
California
$1.16M
4
TCMG
4
TSP Capital Management Group
New Jersey
$4.42M
5
GIM
5
Greenwich Investment Management
Connecticut
$4.92M
Name Market Value Shares Shares
Change 		Shares
Change %
PP
26
PFS Partners
New Jersey
$14.6K 1,141 +1,141 New
KFS
27
Kelly Financial Services
Massachusetts
$6.41K 500 – –
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.9K 148,031 -1,499 -1%
CFGS
29
Concourse Financial Group Securities
Alabama
– – – –
1
2