MPV

Barings Participation Investors
MPV

Overview Fund Activity

38 hedge funds and large institutions have $40M invested in Barings Participation Investors in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RRA
1
Round Rock Advisors
Connecticut
$1.33M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$3.01M
3
SA
3
SFI Advisors
New Jersey
$380K
4
LPL Financial
4
LPL Financial
California
$587K
5
VEA
5
Virtus ETF Advisers
New York
$579K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
UBS Group
3
UBS Group
Switzerland
$576K
4
Wells Fargo
4
Wells Fargo
California
$51.4K
5
SWM
5
Spire Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$228K 13,316 +519 +4%
Bank of America
27
Bank of America
North Carolina
$113K 6,635 -3,118 -32%
CPA
28
Compass Planning Associates
Massachusetts
$108K 6,300 +6,300 New
TCOV
29
Trust Company of Vermont
Vermont
$61.2K 3,580 +3,580 New
Wells Fargo
30
Wells Fargo
California
$51.4K 3,009 -5,739 -66%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$51K 3,000 – –
MIA
32
MeadowBrook Investment Advisors
Michigan
$39.6K 2,320 -200 -8%
NWMP
33
Noble Wealth Management PBC
Colorado
$34.2K 2,000 +2,000 New
UIA
34
Ulland Investment Advisors
Minnesota
$34K 2,000 – –
DJSG
35
D.J. St. Germain
Massachusetts
$22.7K 1,326 – –
PP
36
PFS Partners
New Jersey
$19.5K 1,141 – –
SL
37
Salomon & Ludwin
Virginia
$6.24K 365 -365 -50%
Comerica Bank
38
Comerica Bank
Texas
$1.71K 100 – –
RCM
39
Rivernorth Capital Management
Florida
– – -298,560 Closed
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
– – -11,031 Closed
SWM
41
Spire Wealth Management
Virginia
– – -5,400 Closed
CFGS
42
Concourse Financial Group Securities
Alabama
– – – –
1
2