Barings Participation Investors
MPV
37 hedge funds and large institutions have $30.4M invested in Barings Participation Investors in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
12% more funds holding
Funds holding: 33 → 37 (+4)
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.31% more ownership
Funds ownership: 14% → 14.31% (+0.31%)
6% less capital invested
Capital invested by funds: $32.2M → $30.4M (-$1.82M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$95.6K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$48.8K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$32.9K |
| 4 |
EFS
Essex Financial Services
Essex,
Connecticut
|
+$27K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$180K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$148K |
| 3 |
HAM
Hammer Asset Management
Auburn,
California
|
-$112K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$34.7K |
| 5 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$21.1K |
MPV Hedge Fund Activity: Q4 2019 in Review
37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2019, worth a combined $30.4M — down 5.6% from $32.2M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new MPV positions and 1 closed out — a net gain of 4 holders — while 10 added to existing stakes and 9 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $95.6K. The largest seller was UBS Group, cutting an estimated $180K.
- 37 institutional investors held Barings Participation Investors (MPV) as of Q4 2019, up from 33 in Q3 2019.
- Funds reported $30.4M of Barings Participation Investors stock for Q4 2019, down 5.6% quarter-over-quarter.
- 5 funds opened new Barings Participation Investors positions in Q4 2019 and 1 closed out, a net change of +4 holders.
- The largest Barings Participation Investors buyer in Q4 2019 was Commonwealth Equity Services, an estimated $95.6K added.
- The largest Barings Participation Investors seller in Q4 2019 was UBS Group, an estimated $180K sold.
Based on aggregated 13F filings for Q4 2019.