Barings Participation Investors
MPV
30 hedge funds and large institutions have $26.6M invested in Barings Participation Investors in 2018 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
11% more funds holding
Funds holding: 27 → 30 (+3)
4.02% more ownership
Funds ownership: 12.86% → 16.88% (+4%)
3% more capital invested
Capital invested by funds: $25.9M → $26.6M (+$748K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
+$5.71M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$292K |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$286K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$255K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$521K |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
-$92K |
| 3 |
OC
Oppenheimer & Co
New York
|
-$51K |
| 4 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$30.9K |
| 5 |
CFMC
Curbstone Financial Management Corp
Manchester,
New Hampshire
|
-$15.6K |
MPV Hedge Fund Activity: Q4 2018 in Review
30 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2018, worth a combined $26.6M — up 2.9% from $25.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MPV positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was TSP Capital Management Group, opening a new position worth an estimated $5.71M. The largest seller was UBS Group, cutting an estimated $521K.
- 30 institutional investors held Barings Participation Investors (MPV) as of Q4 2018, up from 27 in Q3 2018.
- Funds reported $26.6M of Barings Participation Investors stock for Q4 2018, up 2.9% quarter-over-quarter.
- 4 funds opened new Barings Participation Investors positions in Q4 2018 and 1 closed out, a net change of +3 holders.
- The largest Barings Participation Investors buyer in Q4 2018 was TSP Capital Management Group, an estimated $5.71M added.
- The largest Barings Participation Investors seller in Q4 2018 was UBS Group, an estimated $521K sold.
Based on aggregated 13F filings for Q4 2018.