Barings Participation Investors
MPV
35 hedge funds and large institutions have $47.9M invested in Barings Participation Investors in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
9% more funds holding
Funds holding: 32 → 35 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.22% less ownership
Funds ownership: 31.19% → 28.98% (-2.2%)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
68% less capital inflows, than outflows
Capital inflows: $1.52M | Capital outflows: $4.75M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$517K |
| 2 |
SFI Advisors
Montclair,
New Jersey
|
+$164K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$160K |
| 4 |
Morgan Stanley
New York
|
+$61.4K |
| 5 |
Advisory Services Network
Atlanta,
Georgia
|
+$17.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.29M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$689K |
| 3 |
TSP Capital Management Group
Summit,
New Jersey
|
-$523K |
| 4 |
Almitas Capital
Santa Monica,
California
|
-$473K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$392K |
MPV Hedge Fund Activity: Q4 2023 in Review
35 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2023, worth a combined $47.9M — up 7.9% from $44.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new MPV positions and 5 closed out — a net gain of 3 holders — while 5 added to existing stakes and 12 trimmed.
The largest buyer was Mutual Advisors, opening a new position worth an estimated $517K. The largest seller was Osaic Holdings, cutting an estimated $1.29M.
- 35 institutional investors held Barings Participation Investors (MPV) as of Q4 2023, up from 32 in Q3 2023.
- Funds reported $47.9M of Barings Participation Investors stock for Q4 2023, up 7.9% quarter-over-quarter.
- 8 funds opened new Barings Participation Investors positions in Q4 2023 and 5 closed out, a net change of +3 holders.
- The largest Barings Participation Investors buyer in Q4 2023 was Mutual Advisors, an estimated $517K 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.