Barings Participation Investors
MPV
27 hedge funds and large institutions have $32.1M invested in Barings Participation Investors in 2021 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 3 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
0.12% more ownership
Funds ownership: 18.21% → 18.33% (+0.12%)
0% less capital invested
Capital invested by funds: $32.1M → $32.1M (-$2.1K)
4% less funds holding
Funds holding: 28 → 27 (-1)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$804K |
| 2 |
Morgan Stanley
New York
|
+$226K |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$175K |
| 4 |
EL
EMFO LLC
Weston,
Florida
|
+$42.6K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$28.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
-$927K |
| 2 |
KFS
Kelly Financial Services
Braintree,
Massachusetts
|
-$87.5K |
| 3 |
SCA
Stonebridge Capital Advisors
St Paul,
Minnesota
|
-$81.1K |
| 4 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$31K |
| 5 |
PGAM
Princeton Global Asset Management
Princeton,
New Jersey
|
-$15K |
MPV Hedge Fund Activity: Q3 2021 in Review
27 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q3 2021, worth a combined $32.1M — down 0.01% from $32.1M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of MPV and 2 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 10 added.
The largest buyer was Rivernorth Capital Management, adding an estimated $804K. The largest seller was Barings, cutting an estimated $927K.
- 27 institutional investors held Barings Participation Investors (MPV) as of Q3 2021, down from 28 in Q2 2021.
- Funds reported $32.1M of Barings Participation Investors stock for Q3 2021, down 0.01% quarter-over-quarter.
- 2 funds opened new Barings Participation Investors positions in Q3 2021 and 3 closed out, a net change of -1 holder.
- The largest Barings Participation Investors buyer in Q3 2021 was Rivernorth Capital Management, an estimated $804K added.
- The largest Barings Participation Investors seller in Q3 2021 was Barings, an estimated $927K sold.
Based on aggregated 13F filings for Q3 2021.