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MPV

Barings Participation Investors

19 hedge funds and large institutions have $16.3M invested in Barings Participation Investors in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more funds holding

Funds holding: 1819 (+1)

1.22% more ownership

Funds ownership: 6.94%8.16% (+1.2%)

3% more capital invested

Capital invested by funds: $15.8M → $16.3M (+$500K)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change

MPV Hedge Fund Activity: Q4 2013 in Review

19 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2013, worth a combined $16.3M — up 3.2% from $15.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new MPV positions and 1 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was UBS, adding an estimated $433K. The largest seller was Morgan Stanley, cutting an estimated $294K.

  • 19 institutional investors held Barings Participation Investors (MPV) as of Q4 2013, up from 18 in Q3 2013.
  • Funds reported $16.3M of Barings Participation Investors stock for Q4 2013, up 3.2% quarter-over-quarter.
  • 2 funds opened new Barings Participation Investors positions in Q4 2013 and 1 closed out, a net change of +1 holder.
  • The largest Barings Participation Investors buyer in Q4 2013 was UBS, an estimated $433K added.
  • The largest Barings Participation Investors seller in Q4 2013 was Morgan Stanley, an estimated $294K sold.

Based on aggregated 13F filings for Q4 2013.