MPV

Barings Participation Investors
MPV

Overview Fund Activity

30 hedge funds and large institutions have $27.8M invested in Barings Participation Investors in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
30
Holders Change
+1
Holders Change %
+3.45%
% of All Funds
0.53%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
8
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$5.29M
2
SWM
2
Spire Wealth Management
Virginia
$408K
3
Morgan Stanley
3
Morgan Stanley
New York
$3.39M
4
SCA
4
Stonebridge Capital Advisors
Minnesota
$76K
5
TCMG
5
TSP Capital Management Group
New Jersey
$4.98M

Top Sellers

1
B
1
Barings
North Carolina
$2.97M
2
Stifel Financial
2
Stifel Financial
Missouri
$0
3
DC
3
Davenport & Co
Virginia
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.66M
5
OC
5
Oppenheimer & Co
New York
$2.49M
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$5.29M 409,429 +84,582 +26%
TCMG
2
TSP Capital Management Group
New Jersey
$4.98M 384,892 +5,600 +1%
Morgan Stanley
3
Morgan Stanley
New York
$3.39M 262,183 +25,546 +11%
B
4
Barings
North Carolina
$2.97M 229,532 -67,416 -23%
OC
5
Oppenheimer & Co
New York
$2.49M 192,646 -7,775 -4%
Wells Fargo
6
Wells Fargo
California
$1.73M 133,989 +5,123 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.66M 128,195 -9,009 -7%
CFMC
8
Curbstone Financial Management Corp
New Hampshire
$951K 73,566 – –
UBS Group
9
UBS Group
Switzerland
$905K 70,065 -2,034 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$806K 62,389 -2,710 -4%
RJA
11
Raymond James & Associates
Florida
$492K 38,104 -3,505 -8%
BFEC
12
Benjamin F. Edwards & Company
Missouri
$465K 35,978 +257 +0.7%
SWM
13
Spire Wealth Management
Virginia
$408K 31,550 +31,550 New
EFS
14
Essex Financial Services
Connecticut
$370K 28,602 +11 +0%
Bank of America
15
Bank of America
North Carolina
$307K 23,735 – –
MML Investors Services
16
MML Investors Services
Massachusetts
$151K 11,649 -1,088 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$126K 9,713 +1,014 +12%
MA
18
Montag & Associates
Georgia
$114K 8,783 +55 +0.6%
SCA
19
Stonebridge Capital Advisors
Minnesota
$76K 5,897 +5,897 New
PFGIA
20
Patriot Financial Group Insurance Agency
Massachusetts
$22K 1,700 – –
PGAM
21
Princeton Global Asset Management
New Jersey
$14K 1,060 – –
JFA
22
JNBA Financial Advisors
Minnesota
$12K 953 – –
Citigroup
23
Citigroup
New York
$10K 812 – –
CAC
24
Certified Advisory Corp
Florida
$10K 802 +802 New
KFS
25
Kelly Financial Services
Massachusetts
$6.46K 500 – –
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