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 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more funds holding
Funds holding: 36 → 38 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.54% less ownership
Funds ownership: 32.19% → 27.65% (-4.5%)
11% less capital invested
Capital invested by funds: $53.2M → $47.2M (-$5.95M)
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 |
Morgan Stanley
New York
|
-$4.89M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$2.61M |
| 3 |
GIM
Greenwich Investment Management
Norwalk,
Connecticut
|
-$492K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$444K |
| 5 |
GBWM
Granite Bay Wealth Management
Portsmouth,
New Hampshire
|
-$422K |
MPV Hedge Fund Activity: Q1 2024 in Review
38 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2024, worth a combined $47.2M — down 11% from $53.2M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new MPV positions and 4 closed out — a net gain of 2 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 Morgan Stanley, cutting an estimated $4.89M.
- 38 institutional investors held Barings Participation Investors (MPV) as of Q1 2024, up from 36 in Q4 2023.
- Funds reported $47.2M of Barings Participation Investors stock for Q1 2024, down 11% quarter-over-quarter.
- 6 funds opened new Barings Participation Investors positions in Q1 2024 and 4 closed out, a net change of +2 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 Morgan Stanley, an estimated $4.89M sold.
Based on aggregated 13F filings for Q1 2024.