MPV

Barings Participation Investors
MPV

Overview Fund Activity

32 hedge funds and large institutions have $44.4M invested in Barings Participation Investors in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
3
Increased
11
Reduced
9
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
1
Benjamin F. Edwards & Company
Missouri
$3.7M
2
CW
2
CreativeOne Wealth
Kansas
$354K
3
Mariner
3
Mariner
Kansas
$300K
4
Osaic Holdings
4
Osaic Holdings
Arizona
$3.62M
5
Truist Financial
5
Truist Financial
North Carolina
$1.38M

Top Sellers

1
AC
1
Almitas Capital
California
$473K
2
RCM
2
Rivernorth Capital Management
Florida
$9.06M
3
Wells Fargo
3
Wells Fargo
California
$40.3K
4
GIM
4
Greenwich Investment Management
Connecticut
$5.37M
5
RJA
5
Raymond James & Associates
Florida
$315K
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$40.3K 3,000 -68,526 -96%
UIA
27
Ulland Investment Advisors
Minnesota
$27K 2,000 -209 -9%
DJSG
28
D.J. St. Germain
Massachusetts
$23.4K 1,741 – –
PP
29
PFS Partners
New Jersey
$15.3K 1,141 – –
SL
30
Salomon & Ludwin
Virginia
$9.8K 730 +730 New
KFS
31
Kelly Financial Services
Massachusetts
$6.72K 500 – –
TRCT
32
Tower Research Capital (TRC)
New York
$3.04K 226 +126 +126%
CFGS
33
Concourse Financial Group Securities
Alabama
– – – –
1
2