MPV

Barings Participation Investors
MPV

Overview Fund Activity

38 hedge funds and large institutions have $40M invested in Barings Participation Investors in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
38
Holders Change
+1
Holders Change %
+2.7%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RRA
1
Round Rock Advisors
Connecticut
$1.33M
2
SAM
2
Smith Asset Management
Florida
$1.28M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.01M
4
Raymond James Financial
4
Raymond James Financial
Florida
$648K
5
SA
5
SFI Advisors
New Jersey
$380K

Top Sellers

1
RCM
1
Rivernorth Capital Management
Florida
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$0
3
UBS Group
3
UBS Group
Switzerland
$576K
4
Wells Fargo
4
Wells Fargo
California
$51.4K
5
SWM
5
Spire Wealth Management
Virginia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.28M 309,197 +2,620 +0.9%
TCMG
2
TSP Capital Management Group
New Jersey
$5.01M 293,195 -1,901 -0.6%
BEI
3
Benjamin Edwards Inc
Missouri
$4.8M 280,579 +6,004 +2%
B
4
Barings
North Carolina
$4.64M 271,316 +2,936 +1%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.01M 176,273 +43,470 +33%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.05M 119,906 +97 +0.1%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.59M 93,292 +4,620 +5%
Truist Financial
8
Truist Financial
North Carolina
$1.53M 89,308 +4,374 +5%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.47M 85,789 +4,374 +5%
RRA
10
Round Rock Advisors
Connecticut
$1.33M 77,824 +77,824 New
SAM
11
Smith Asset Management
Florida
$1.28M 74,618 +74,618 New
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$833K 48,766 – –
CSC
13
Caldwell Sutter Capital
California
$772K 45,197 -550 -1%
SWM
14
Schwallier Wealth Management
Michigan
$734K 42,975 +929 +2%
Raymond James Financial
15
Raymond James Financial
Florida
$648K 37,916 +37,916 New
LPL Financial
16
LPL Financial
California
$587K 34,355 +21,463 +166%
VEA
17
Virtus ETF Advisers
New York
$579K 33,899 +8,122 +32%
UBS Group
18
UBS Group
Switzerland
$576K 33,716 -7,759 -19%
Vanguard Group
19
Vanguard Group
Pennsylvania
$499K 29,200 – –
MA
20
Mutual Advisors
Nebraska
$483K 28,225 -1,150 -4%
SA
21
SFI Advisors
New Jersey
$380K 22,219 +22,219 New
Jones Financial Companies
22
Jones Financial Companies
Missouri
$350K 20,484 +2,348 +13%
PI
23
PFG Investments
New York
$290K 16,998 +366 +2%
SA
24
Sanctuary Advisors
Indiana
$275K 16,968 – –
MA
25
Montag & Associates
Georgia
$247K 14,092 +98 +0.7%
1
2