Barings Participation Investors
MPV
21 hedge funds and large institutions have $18.2M invested in Barings Participation Investors in 2015 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
9% more capital invested
Capital invested by funds: $16.8M → $18.2M (+$1.45M)
5% more funds holding
Funds holding: 20 → 21 (+1)
0.22% more ownership
Funds ownership: 13.18% → 13.39% (+0.22%)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFM
Signature Financial Management
Norfolk,
Virginia
|
+$309K |
| 2 |
Citigroup
New York
|
+$207K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$100K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$46.8K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$43.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$295K |
| 2 |
Morgan Stanley
New York
|
-$50K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$47.5K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$41.9K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.49K |
MPV Hedge Fund Activity: Q3 2015 in Review
21 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q3 2015, worth a combined $18.2M — up 8.6% from $16.8M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new MPV positions and 1 closed out — a net gain of 1 holder — while 6 added to existing stakes and 6 trimmed.
The largest buyer was Signature Financial Management, opening a new position worth an estimated $309K. The largest seller was Bank of New York Mellon, exiting entirely with an estimated $295K sold.
- 21 institutional investors held Barings Participation Investors (MPV) as of Q3 2015, up from 20 in Q2 2015.
- Funds reported $18.2M of Barings Participation Investors stock for Q3 2015, up 8.6% quarter-over-quarter.
- 2 funds opened new Barings Participation Investors positions in Q3 2015 and 1 closed out, a net change of +1 holder.
- The largest Barings Participation Investors buyer in Q3 2015 was Signature Financial Management, an estimated $309K added.
- The largest Barings Participation Investors seller in Q3 2015 was Bank of New York Mellon, an estimated $295K sold.
Based on aggregated 13F filings for Q3 2015.