Barings Participation Investors
MPV
28 hedge funds and large institutions have $43.3M invested in Barings Participation Investors in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 0 closing their positions.
58% more capital inflows, than outflows
Capital inflows: $5.15M | Capital outflows: $3.26M
17% more funds holding
Funds holding: 24 → 28 (+4)
1.37% more ownership
Funds ownership: 30.5% → 31.87% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
11% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.91M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.13M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$1.13M |
| 4 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$558K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.29M |
| 2 |
Almitas Capital
Santa Monica,
California
|
-$809K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$94.6K |
| 4 |
TSP Capital Management Group
Summit,
New Jersey
|
-$25K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$19.5K |
MPV Hedge Fund Activity: Q1 2023 in Review
28 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2023, worth a combined $43.3M — up 8.8% from $39.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new MPV positions and 0 closed out — a net gain of 4 holders — while 8 added to existing stakes and 9 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $1.91M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.29M.
- 28 institutional investors held Barings Participation Investors (MPV) as of Q1 2023, up from 24 in Q4 2022.
- Funds reported $43.3M of Barings Participation Investors stock for Q1 2023, up 8.8% quarter-over-quarter.
- 4 funds opened new Barings Participation Investors positions in Q1 2023 and 0 closed out, a net change of +4 holders.
- The largest Barings Participation Investors buyer in Q1 2023 was Osaic Holdings, an estimated $1.91M added.
- The largest Barings Participation Investors seller in Q1 2023 was Rivernorth Capital Management, an estimated $2.29M sold.
Based on aggregated 13F filings for Q1 2023.