MPV

Barings Participation Investors

32 hedge funds and large institutions have $44.4M invested in Barings Participation Investors in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 0 closing their positions.

Holders
32
Holders Change
+3
Holders Change %
+10.34%
% of All Funds
0.51%
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
9
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$9.06M 674,286 -84,735 -11%
GIM
2
Greenwich Investment Management
Connecticut
$5.37M 399,695 -7,739 -2%
TCMG
3
TSP Capital Management Group
New Jersey
$4.62M 344,373 -6 -0%
Morgan Stanley
4
Morgan Stanley
New York
$4.11M 306,148 -2,745 -0.9%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.7M 275,313 +243,190 +757%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.62M 269,722 +8,444 +3%
B
7
Barings
North Carolina
$3.08M 229,532
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.05M 152,385 +1,883 +1%
Truist Financial
9
Truist Financial
North Carolina
$1.38M 103,052 +3,695 +4%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$1.38M 103,052 +3,695 +4%
CAN
11
Cetera Advisor Networks
California
$1.15M 85,509 +713 +0.8%
UBS Group
12
UBS Group
Switzerland
$1.03M 76,358 +348 +0.5%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$680K 50,616
CSC
14
Caldwell Sutter Capital
California
$609K 45,377
AC
15
Almitas Capital
California
$473K 35,183 -236,999 -87%
Vanguard Group
16
Vanguard Group
Pennsylvania
$392K 29,200
CW
17
CreativeOne Wealth
Kansas
$354K 26,341 +26,341 New
RJA
18
Raymond James & Associates
Florida
$315K 23,471 -3,043 -11%
Mariner
19
Mariner
Kansas
$300K 22,352 +22,352 New
MA
20
Montag & Associates
Georgia
$169K 12,611 +92 +0.7%
LPL Financial
21
LPL Financial
California
$149K 11,096 +47 +0.4%
Bank of America
22
Bank of America
North Carolina
$89.1K 6,635
SWM
23
Spire Wealth Management
Virginia
$72.5K 5,400
SCA
24
Stonebridge Capital Advisors
Minnesota
$69.9K 5,208 -689 -12%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$57K 4,258 +600 +16%