Barings Participation Investors
MPV
25 hedge funds and large institutions have $21.5M invested in Barings Participation Investors in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
9% more funds holding
Funds holding: 23 → 25 (+2)
0.2% more ownership
Funds ownership: 10.78% → 10.98% (+0.2%)
0% more capital invested
Capital invested by funds: $21.5M → $21.5M (+$26.2K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$317K |
| 2 |
OC
Oppenheimer & Co
New York
|
+$212K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$83.1K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$75.2K |
| 5 |
JCM
Jacobi Capital Management
Pittston,
Pennsylvania
|
+$66.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$313K |
| 2 |
Bessemer Group
Woodbridge,
New Jersey
|
-$143K |
| 3 |
MML Investors Services
Springfield,
Massachusetts
|
-$56.6K |
| 4 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$29.2K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$17.4K |
MPV Hedge Fund Activity: Q2 2017 in Review
25 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q2 2017, worth a combined $21.5M — up 0.12% from $21.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new MPV positions and 1 closed out — a net gain of 2 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Essex Financial Services, opening a new position worth an estimated $317K. The largest seller was Citigroup, cutting an estimated $313K.
- 25 institutional investors held Barings Participation Investors (MPV) as of Q2 2017, up from 23 in Q1 2017.
- Funds reported $21.5M of Barings Participation Investors stock for Q2 2017, up 0.12% quarter-over-quarter.
- 3 funds opened new Barings Participation Investors positions in Q2 2017 and 1 closed out, a net change of +2 holders.
- The largest Barings Participation Investors buyer in Q2 2017 was Essex Financial Services, an estimated $317K added.
- The largest Barings Participation Investors seller in Q2 2017 was Citigroup, an estimated $313K sold.
Based on aggregated 13F filings for Q2 2017.