MPV

Barings Participation Investors

29 hedge funds and large institutions have $44M invested in Barings Participation Investors in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
11
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$9.8M 759,021 -2,670 -0.4%
GIM
2
Greenwich Investment Management
Connecticut
$5.26M 407,434 +23,705 +6%
TCMG
3
TSP Capital Management Group
New Jersey
$4.45M 344,379 +35 +0%
Morgan Stanley
4
Morgan Stanley
New York
$3.99M 308,893 +3,034 +1%
AC
5
Almitas Capital
California
$3.63M 272,182 +124,492 +84%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.37M 261,278 -45,493 -15%
B
7
Barings
North Carolina
$2.96M 229,532
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.94M 150,502 +2,471 +2%
Truist Financial
9
Truist Financial
North Carolina
$1.28M 99,357 +12,367 +14%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.28M 99,357 +12,367 +14%
CAN
11
Cetera Advisor Networks
California
$1.09M 84,796 +294 +0.3%
UBS Group
12
UBS Group
Switzerland
$981K 76,010 +3,177 +4%
Wells Fargo
13
Wells Fargo
California
$923K 71,526 -19,146 -21%
CFMC
14
Curbstone Financial Management Corp
New Hampshire
$653K 50,616 -21,000 -29%
CSC
15
Caldwell Sutter Capital
California
$586K 45,377
BFEC
16
Benjamin F. Edwards & Company
Missouri
$415K 32,123 +1,659 +5%
Vanguard Group
17
Vanguard Group
Pennsylvania
$377K 29,200
RJA
18
Raymond James & Associates
Florida
$342K 26,514
MA
19
Montag & Associates
Georgia
$162K 12,519 +84 +0.7%
LPL Financial
20
LPL Financial
California
$143K 11,049 +11,049 New
Bank of America
21
Bank of America
North Carolina
$85.7K 6,635
SCA
22
Stonebridge Capital Advisors
Minnesota
$76.1K 5,897
SWM
23
Spire Wealth Management
Virginia
$69.7K 5,400 -746 -12%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$47K 3,658 -15,169 -81%
UIA
25
Ulland Investment Advisors
Minnesota
$29K 2,209