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MPV

Barings Participation Investors

35 hedge funds and large institutions have $45.8M invested in Barings Participation Investors in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

14% more capital invested

Capital invested by funds: $40M → $45.8M (+$5.78M)

2.38% more ownership

Funds ownership: 22.09%24.46% (+2.4%)

8% less funds holding

Funds holding: 3835 (-3)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
35
Holders Change
-3
Holders Change %
-7.89%
% of All Funds
0.47%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
17
Reduced
6
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.55M +$88.4K +5,366 +2%
TCMG
2
TSP Capital Management Group
New Jersey
$5.17M +$445 +27 +0%
BEI
3
Benjamin Edwards Inc
Missouri
$4.9M -$45.1K -2,738 -1%
B
4
Barings
North Carolina
$4.85M +$60.9K +3,701 +1%
RRA
5
Round Rock Advisors
Connecticut
$3.57M +$2.05M +124,414 +160%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.19M +$72.3K +4,394 +2%
LPL Financial
7
LPL Financial
California
$2.61M +$1.87M +113,593 +331%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.19M +$73.3K +4,451 +4%
Invesco
9
Invesco
Georgia
$2.19M +$2.05M +124,298 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.69M +$39.7K +2,413 +3%
SAM
11
Smith Asset Management
Florida
$1.34M +$18.9K +1,147 +2%
Bank of America
12
Bank of America
North Carolina
$981K +$807K +48,989 +738%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$925K +$60.9K +3,700 +8%
CSC
14
Caldwell Sutter Capital
California
$797K
SWM
15
Schwallier Wealth Management
Michigan
$778K +$19.2K +1,166 +3%
VIA
16
Virtus Investment Advisers
Connecticut
$687K +$641K +38,949 New
Raymond James Financial
17
Raymond James Financial
Florida
$667K -$1.71K -104 -0.3%
UBS Group
18
UBS Group
Switzerland
$567K -$25.8K -1,569 -5%
Vanguard Group
19
Vanguard Group
Pennsylvania
$515K
MA
20
Mutual Advisors
Nebraska
$449K -$34.9K -2,119 -8%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$385K +$28.5K +1,733 +8%
OC
22
Oppenheimer & Co
New York
$316K +$295K +17,900 New
PI
23
PFG Investments
New York
$308K +$7.67K +466 +3%
SA
24
Sanctuary Advisors
Indiana
$299K
MA
25
Montag & Associates
Georgia
$250K +$1.61K +98 +0.7%

MPV Hedge Fund Activity: Q1 2025 in Review

35 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2025, worth a combined $45.8M — up 14% from $40M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MPV and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 17 added.

The largest buyer was Round Rock Advisors, adding an estimated $2.05M. The largest seller was Truist Financial, exiting entirely with an estimated $1.53M sold.

  • 35 institutional investors held Barings Participation Investors (MPV) as of Q1 2025, down from 38 in Q4 2024.
  • Funds reported $45.8M of Barings Participation Investors stock for Q1 2025, up 14% quarter-over-quarter.
  • 3 funds opened new Barings Participation Investors positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest Barings Participation Investors buyer in Q1 2025 was Round Rock Advisors, an estimated $2.05M added.
  • The largest Barings Participation Investors seller in Q1 2025 was Truist Financial, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2025.