MPV

Barings Participation Investors

19 hedge funds and large institutions have $16.5M invested in Barings Participation Investors in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

Holders
19
Holders Change
-1
Holders Change %
-5%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TCMG
1
TSP Capital Management Group
New Jersey
UBS Group
2
UBS Group
Switzerland
$2.7M 222,442 +2,721 +1%
OC
3
Oppenheimer & Co
New York
$2.47M 203,523 +3,372 +2%
GIM
4
Greenwich Investment Management
Connecticut
$1.64M 135,193 +15,731 +13%
Bessemer Group
5
Bessemer Group
New Jersey
$1.22M 100,709 -5,592 -5%
B
6
Barings
North Carolina
$740K 60,983
RJA
7
Raymond James & Associates
Florida
$451K 37,197 +4,242 +13%
Bank of America
8
Bank of America
North Carolina
$364K 29,980 -3,400 -10%
Morgan Stanley
9
Morgan Stanley
New York
$355K 29,219 -2,183 -7%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$290K 23,892
WS
11
Wedbush Securities
California
$251K 20,687
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$212K 17,450
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$167K 13,771 +1,891 +16%
LPL Financial
14
LPL Financial
California
$139K 11,461 -650 -5%
Citigroup
15
Citigroup
New York
$102K 8,372 +6,100 +268%
Creative Planning
16
Creative Planning
Kansas
$95K 7,833 +7,833 New
Wells Fargo
17
Wells Fargo
California
$59K 4,853 +3,470 +251%
LFR
18
Lehman Financial Resources
Pennsylvania
$36K 3,000
ACS
19
Archford Capital Strategies
Illinois
$9.7K 800
AIG
20
American International Group
New York
$1.21K 100 -400 -80%
SFM
21
Signet Financial Management
New Jersey
-16,550 Closed
GT
22
Glenmede Trust
Pennsylvania
-2,000 Closed