MPV

Barings Participation Investors
MPV

Overview Fund Activity

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.

Holders
27
Holders Change
-1
Holders Change %
-3.57%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$6.95M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.09M
3
AWM
3
Apollon Wealth Management
South Carolina
$175K
4
EL
4
EMFO LLC
Florida
$43K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$583K

Top Sellers

1
B
1
Barings
North Carolina
$3.17M
2
KFS
2
Kelly Financial Services
Massachusetts
$6.9K
3
SCA
3
Stonebridge Capital Advisors
Minnesota
$81K
4
ASN
4
Advisory Services Network
Georgia
$0
5
PGAM
5
Princeton Global Asset Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$6.95M 503,299 +58,468 +13%
TCMG
2
TSP Capital Management Group
New Jersey
– – – –
Morgan Stanley
3
Morgan Stanley
New York
$4.09M 296,514 +16,430 +6%
B
4
Barings
North Carolina
$3.17M 229,532 -67,416 -23%
OC
5
Oppenheimer & Co
New York
$2.68M 194,294 +600 +0.3%
Wells Fargo
6
Wells Fargo
California
$1.9M 137,320 -234 -0.2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.78M 128,835 +1,310 +1%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.14M 82,403 +838 +1%
CFMC
9
Curbstone Financial Management Corp
New Hampshire
$999K 72,416 – –
UBS Group
10
UBS Group
Switzerland
$916K 66,319 +1,479 +2%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$583K 42,254 +2,105 +5%
SWM
12
Spire Wealth Management
Virginia
$432K 31,300 -250 -0.8%
RJA
13
Raymond James & Associates
Florida
$416K 30,174 -113 -0.4%
EFS
14
Essex Financial Services
Connecticut
$393K 28,475 -127 -0.4%
Bank of America
15
Bank of America
North Carolina
$328K 23,735 – –
CAN
16
Cetera Advisor Networks
California
$269K 19,477 -14 -0.1%
AWM
17
Apollon Wealth Management
South Carolina
$175K 12,716 +12,716 New
MML Investors Services
18
MML Investors Services
Massachusetts
$158K 11,435 +123 +1%
MA
19
Montag & Associates
Georgia
$139K 10,084 +50 +0.5%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$133K 9,683 -34 -0.3%
SCA
21
Stonebridge Capital Advisors
Minnesota
$81K 5,897 -5,897 -50%
EL
22
EMFO LLC
Florida
$43K 3,100 +3,100 New
PFGIA
23
Patriot Financial Group Insurance Agency
Massachusetts
$23K 1,700 – –
JFA
24
JNBA Financial Advisors
Minnesota
$13K 953 – –
CIM
25
Contravisory Investment Management
Massachusetts
$7K 500 – –
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