MPV

Barings Participation Investors
MPV

Overview Fund Activity

39 hedge funds and large institutions have $46.9M invested in Barings Participation Investors in 2024 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 2 closing their positions.

Holders
39
Holders Change
+1
Holders Change %
+2.63%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
15
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$1.43M
2
B
2
Barings
North Carolina
$4.39M
3
SA
3
Sanctuary Advisors
Indiana
$314K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$269K
5
MML Investors Services
5
MML Investors Services
Massachusetts
$193K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.9M
2
RCM
2
Rivernorth Capital Management
Florida
$7.18M
3
GIM
3
Greenwich Investment Management
Connecticut
$5.64M
4
TCMG
4
TSP Capital Management Group
New Jersey
$4.89M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCM
1
Rivernorth Capital Management
Florida
$7.18M 434,866 -22,729 -5%
GIM
2
Greenwich Investment Management
Connecticut
$5.64M 341,577 -17,551 -5%
Morgan Stanley
3
Morgan Stanley
New York
$4.98M 301,524 -6,441 -2%
TCMG
4
TSP Capital Management Group
New Jersey
$4.89M 295,949 -10,704 -3%
B
5
Barings
North Carolina
$4.39M 265,512 +35,980 +16%
BFEC
6
Benjamin F. Edwards & Company
Missouri
$4.27M 258,199 +5,163 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.95M 118,208 -8,530 -7%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.9M 114,728 -91,438 -44%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.52M 91,903 +5,270 +6%
UBS Group
10
UBS Group
Switzerland
$1.43M 86,851 +50,332 +138%
Truist Financial
11
Truist Financial
North Carolina
$1.37M 82,770 +8,390 +11%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$1.33M 80,365 +7,497 +10%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$806K 48,766 -1,850 -4%
CSC
14
Caldwell Sutter Capital
California
$750K 45,377 – –
SWM
15
Schwallier Wealth Management
Michigan
$679K 41,128 +863 +2%
MA
16
Mutual Advisors
Nebraska
$662K 40,749 +48 +0.1%
Vanguard Group
17
Vanguard Group
Pennsylvania
$482K 29,200 – –
RJA
18
Raymond James & Associates
Florida
$461K 27,882 +76 +0.3%
SA
19
Sanctuary Advisors
Indiana
$314K 20,078 +20,078 New
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$269K 16,283 +16,283 New
PI
21
PFG Investments
New York
$269K 16,274 -1,652 -9%
MA
22
Montag & Associates
Georgia
$230K 13,896 +92 +0.7%
MML Investors Services
23
MML Investors Services
Massachusetts
$193K 11,700 +11,700 New
LPL Financial
24
LPL Financial
California
$191K 11,542 +347 +3%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$173K 10,482 +47 +0.5%
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