Barings Participation Investors
MPV
23 hedge funds and large institutions have $20.2M invested in Barings Participation Investors in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
11% more capital invested
Capital invested by funds: $18.2M → $20.2M (+$2M)
10% more funds holding
Funds holding: 21 → 23 (+2)
0.88% more ownership
Funds ownership: 13.39% → 14.27% (+0.88%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
+$933K |
| 2 |
Citigroup
New York
|
+$215K |
| 3 |
Morgan Stanley
New York
|
+$174K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$160K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$107K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$400K |
| 2 |
SFM
Signature Financial Management
Norfolk,
Virginia
|
-$60.6K |
| 3 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$41.4K |
| 4 |
LFR
Lehman Financial Resources
Media,
Pennsylvania
|
-$39K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$21.2K |
MPV Hedge Fund Activity: Q4 2015 in Review
23 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2015, worth a combined $20.2M — up 11% from $18.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MPV positions and 2 closed out — a net gain of 2 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Curbstone Financial Management Corp, adding an estimated $933K. The largest seller was UBS Group, cutting an estimated $400K.
- 23 institutional investors held Barings Participation Investors (MPV) as of Q4 2015, up from 21 in Q3 2015.
- Funds reported $20.2M of Barings Participation Investors stock for Q4 2015, up 11% quarter-over-quarter.
- 4 funds opened new Barings Participation Investors positions in Q4 2015 and 2 closed out, a net change of +2 holders.
- The largest Barings Participation Investors buyer in Q4 2015 was Curbstone Financial Management Corp, an estimated $933K added.
- The largest Barings Participation Investors seller in Q4 2015 was UBS Group, an estimated $400K sold.
Based on aggregated 13F filings for Q4 2015.