Barings Participation Investors
MPV
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.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
3% more funds holding
Funds holding: 37 → 38 (+1)
0.45% less ownership
Funds ownership: 22.54% → 22.09% (-0.45%)
1% less capital invested
Capital invested by funds: $40.5M → $40M (-$468K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RRA
Round Rock Advisors
Wilton,
Connecticut
|
+$1.32M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$737K |
| 3 |
SA
SFI Advisors
Montclair,
New Jersey
|
+$377K |
| 4 |
LPL Financial
San Diego,
California
|
+$364K |
| 5 |
VEA
Virtus ETF Advisers
New York
|
+$138K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.06M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$187K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$132K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$97.3K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$91.5K |
MPV Hedge Fund Activity: Q4 2024 in Review
38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q4 2024, worth a combined $40M — down 1.2% from $40.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new MPV positions and 3 closed out — a net gain of 4 holders — while 15 added to existing stakes and 8 trimmed.
The largest buyer was Round Rock Advisors, opening a new position worth an estimated $1.32M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.06M sold.
- 38 institutional investors held Barings Participation Investors (MPV) as of Q4 2024, up from 37 in Q3 2024.
- Funds reported $40M of Barings Participation Investors stock for Q4 2024, down 1.2% quarter-over-quarter.
- 7 funds opened new Barings Participation Investors positions in Q4 2024 and 3 closed out, a net change of +4 holders.
- The largest Barings Participation Investors buyer in Q4 2024 was Round Rock Advisors, an estimated $1.32M added.
- The largest Barings Participation Investors seller in Q4 2024 was Rivernorth Capital Management, an estimated $5.06M sold.
Based on aggregated 13F filings for Q4 2024.