Barings Participation Investors
MPV
36 hedge funds and large institutions have $53.2M invested in Barings Participation Investors in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.
80% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $44.4M → $53.2M (+$8.78M)
13% more funds holding
Funds holding: 32 → 36 (+4)
1% more ownership
Funds ownership: 31.19% → 32.19% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.4M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$517K |
| 3 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
+$421K |
| 4 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$164K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$160K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$689K |
| 3 |
TCMG
TSP Capital Management Group
Summit,
New Jersey
|
-$523K |
| 4 |
AC
Almitas Capital
Santa Monica,
California
|
-$473K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$392K |
MPV Hedge Fund Activity: Q4 2023 in Review
36 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2023, worth a combined $53.2M — up 20% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new MPV positions and 5 closed out — a net gain of 4 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.4M. The largest seller was Osaic Holdings, cutting an estimated $1.29M.
- 36 institutional investors held Barings Participation Investors (MPV) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $53.2M of Barings Participation Investors stock for Q4 2023, up 20% quarter-over-quarter.
- 9 funds opened new Barings Participation Investors positions in Q4 2023 and 5 closed out, a net change of +4 holders.
- The largest Barings Participation Investors buyer in Q4 2023 was Morgan Stanley, an estimated $4.4M added.
- The largest Barings Participation Investors seller in Q4 2023 was Osaic Holdings, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2023.