Barings Participation Investors
MPV
38 hedge funds and large institutions have $47.2M invested in Barings Participation Investors in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
9% more funds holding
Funds holding: 35 → 38 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $47.9M → $47.2M (-$679K)
1.33% less ownership
Funds ownership: 28.98% → 27.65% (-1.3%)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.35M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$451K |
| 3 |
PI
PFG Investments
Woodbury,
New York
|
+$280K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$170K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.61M |
| 2 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$492K |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$444K |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$413K |
| 5 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$308K |
MPV Hedge Fund Activity: Q1 2024 in Review
38 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2024, worth a combined $47.2M — down 1.4% from $47.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MPV positions and 3 closed out — a net gain of 3 holders — while 8 added to existing stakes and 12 trimmed.
The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.35M. The largest seller was Rivernorth Capital Management, cutting an estimated $2.61M.
- 38 institutional investors held Barings Participation Investors (MPV) as of Q1 2024, up from 35 in Q4 2023.
- Funds reported $47.2M of Barings Participation Investors stock for Q1 2024, down 1.4% quarter-over-quarter.
- 6 funds opened new Barings Participation Investors positions in Q1 2024 and 3 closed out, a net change of +3 holders.
- The largest Barings Participation Investors buyer in Q1 2024 was Cetera Investment Advisers, an estimated $1.35M added.
- The largest Barings Participation Investors seller in Q1 2024 was Rivernorth Capital Management, an estimated $2.61M sold.
Based on aggregated 13F filings for Q1 2024.