MPV

Barings Participation Investors
MPV

Overview Fund Activity

24 hedge funds and large institutions have $35.4M invested in Barings Participation Investors in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 6 closing their positions.

Holders
24
Holders Change
-5
Holders Change %
-17.24%
% of All Funds
0.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
1
Increased
6
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
Almitas Capital
California
$1.48M
2
RCM
2
Rivernorth Capital Management
Florida
$10.2M
3
UBS Group
3
UBS Group
Switzerland
$918K
4
WFA
4
Wipfli Financial Advisors
Wisconsin
$15K
5
CAN
5
Cetera Advisor Networks
California
$775K

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$134K
2
Citadel Advisors
2
Citadel Advisors
Florida
$0
3
Wells Fargo
3
Wells Fargo
California
$1.41M
4
Morgan Stanley
4
Morgan Stanley
New York
$3.51M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$413K
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$10.2M 903,176 +48,467 +6%
GIM
2
Greenwich Investment Management
Connecticut
$4.42M 390,149 -65 -0%
TCMG
3
TSP Capital Management Group
New Jersey
– – – –
Morgan Stanley
4
Morgan Stanley
New York
$3.51M 309,903 -2,966 -0.9%
B
5
Barings
North Carolina
$2.6M 229,532 – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.76M 155,170 -356 -0.2%
Osaic Holdings
7
Osaic Holdings
Arizona
$1.71M 150,904 -1,929 -1%
AC
8
Almitas Capital
California
$1.48M 130,993 +103,607 +378%
Wells Fargo
9
Wells Fargo
California
$1.41M 124,218 -5,859 -5%
UBS Group
10
UBS Group
Switzerland
$918K 81,025 +18,293 +29%
CFMC
11
Curbstone Financial Management Corp
New Hampshire
$811K 71,616 – –
CAN
12
Cetera Advisor Networks
California
$775K 68,456 +806 +1%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$413K 36,511 -2,753 -7%
RJA
14
Raymond James & Associates
Florida
$303K 26,756 -1,347 -5%
Bank of America
15
Bank of America
North Carolina
$269K 23,735 – –
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$179K 15,771 – –
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$147K 12,942 -482 -4%
MA
18
Montag & Associates
Georgia
$139K 12,295 +57 +0.5%
OC
19
Oppenheimer & Co
New York
$134K 11,816 -33,785 -74%
MML Investors Services
20
MML Investors Services
Massachusetts
$119K 10,504 +48 +0.5%
SWM
21
Spire Wealth Management
Virginia
$70K 6,142 -603 -9%
SCA
22
Stonebridge Capital Advisors
Minnesota
$67K 5,897 – –
UIA
23
Ulland Investment Advisors
Minnesota
$25K 2,209 – –
WFA
24
Wipfli Financial Advisors
Wisconsin
$15K 1,352 +1,352 New
KFS
25
Kelly Financial Services
Massachusetts
$5.66K 500 – –
1
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