Barings Participation Investors
MPV
19 hedge funds and large institutions have $16.2M invested in Barings Participation Investors in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
0% more funds holding
Funds holding: 19 → 19 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0.44% less ownership
Funds ownership: 8.16% → 7.72% (-0.44%)
1% less capital invested
Capital invested by funds: $16.3M → $16.2M (-$158K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$78K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$31.5K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$27.2K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$20.3K |
| 5 |
OC
Oppenheimer & Co
New York
|
+$17.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$358K |
| 2 |
DC
Davenport & Co
Richmond,
Virginia
|
-$195K |
| 3 |
U
UBS
Zurich,
Switzerland
|
-$157K |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$18K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.2K |
MPV Hedge Fund Activity: Q1 2014 in Review
19 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2014, worth a combined $16.2M — down 0.97% from $16.3M a quarter earlier.
Fund positioning in MPV was balanced in Q1 2014: 3 funds opened new positions, 3 closed out, 6 added to existing stakes and 5 trimmed.
The largest buyer was LPL Financial, adding an estimated $78K. The largest seller was Janney Montgomery Scott, exiting entirely with an estimated $358K sold.
- 19 institutional investors held Barings Participation Investors (MPV) as of Q1 2014, unchanged from Q4 2013.
- Funds reported $16.2M of Barings Participation Investors stock for Q1 2014, down 0.97% quarter-over-quarter.
- 3 funds opened new Barings Participation Investors positions in Q1 2014 and 3 closed out, a net change of 0 holders.
- The largest Barings Participation Investors buyer in Q1 2014 was LPL Financial, an estimated $78K added.
- The largest Barings Participation Investors seller in Q1 2014 was Janney Montgomery Scott, an estimated $358K sold.
Based on aggregated 13F filings for Q1 2014.