MPV

Barings Participation Investors
MPV

Overview Fund Activity

30 hedge funds and large institutions have $39.9M invested in Barings Participation Investors in 2022 Q1 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 1 closing their positions.

Holders
30
Holders Change
-1
Holders Change %
-3.23%
% of All Funds
0.47%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
8
Reduced
10
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RCM
1
Rivernorth Capital Management
Florida
$10M
2
CAN
2
Cetera Advisor Networks
California
$871K
3
GIM
3
Greenwich Investment Management
Connecticut
$4.9M
4
Morgan Stanley
4
Morgan Stanley
New York
$4.21M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$1.18M

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$2.49M
2
SWM
2
Spire Wealth Management
Virginia
$90K
3
UBS Group
3
UBS Group
Switzerland
$830K
4
RJA
4
Raymond James & Associates
Florida
$376K
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10M 748,674 +98,698 +15%
GIM
2
Greenwich Investment Management
Connecticut
$4.9M 365,850 +19,464 +6%
TCMG
3
TSP Capital Management Group
New Jersey
– – – –
Morgan Stanley
4
Morgan Stanley
New York
$4.21M 314,720 +5,731 +2%
B
5
Barings
North Carolina
$3.07M 229,532 – –
OC
6
Oppenheimer & Co
New York
$2.49M 185,778 -8,291 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.88M 140,583 +1,071 +0.8%
Wells Fargo
8
Wells Fargo
California
$1.74M 130,226 -164 -0.1%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.18M 87,932 +1,317 +2%
CFMC
10
Curbstone Financial Management Corp
New Hampshire
$970K 72,416 – –
CAN
11
Cetera Advisor Networks
California
$871K 65,033 +32,250 +98%
UBS Group
12
UBS Group
Switzerland
$830K 61,967 -6,797 -10%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$522K 38,992 -1,707 -4%
RJA
14
Raymond James & Associates
Florida
$376K 28,103 -1,971 -7%
EFS
15
Essex Financial Services
Connecticut
$364K 27,176 -406 -1%
Bank of America
16
Bank of America
North Carolina
$318K 23,735 – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$199K 14,871 – –
AWM
18
Apollon Wealth Management
South Carolina
$170K 12,716 – –
MA
19
Montag & Associates
Georgia
$163K 12,182 +50 +0.4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$159K 11,897 +1,111 +10%
MML Investors Services
21
MML Investors Services
Massachusetts
$139K 10,411 -769 -7%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$137K 10,256 -1,027 -9%
SWM
23
Spire Wealth Management
Virginia
$90K 6,745 -7,491 -53%
SCA
24
Stonebridge Capital Advisors
Minnesota
$79K 5,897 – –
EL
25
EMFO LLC
Florida
$31K 2,300 -800 -26%
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