MPV

Barings Participation Investors
MPV

Overview Fund Activity

34 hedge funds and large institutions have $45.5M 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.

Holders
34
Holders Change
-4
Holders Change %
-10.53%
% of All Funds
0.46%
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
–

Top Buyers

1
RRA
1
Round Rock Advisors
Connecticut
$3.57M
2
Invesco
2
Invesco
Georgia
$2.19M
3
LPL Financial
3
LPL Financial
California
$2.61M
4
Bank of America
4
Bank of America
North Carolina
$981K
5
VIA
5
Virtus Investment Advisers
Connecticut
$687K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
VEA
3
Virtus ETF Advisers
New York
$0
4
SA
4
SFI Advisors
New Jersey
$0
5
BEI
5
Benjamin Edwards Inc
Missouri
$4.9M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$5.55M 314,563 +5,366 +2%
TCMG
2
TSP Capital Management Group
New Jersey
$5.17M 293,222 +27 +0%
BEI
3
Benjamin Edwards Inc
Missouri
$4.9M 277,841 -2,738 -1%
B
4
Barings
North Carolina
$4.85M 275,017 +3,701 +1%
RRA
5
Round Rock Advisors
Connecticut
$3.57M 202,238 +124,414 +160%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.19M 180,667 +4,394 +2%
LPL Financial
7
LPL Financial
California
$2.61M 147,948 +113,593 +331%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.19M 124,357 +4,451 +4%
Invesco
9
Invesco
Georgia
$2.19M 124,298 +124,298 New
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.69M 95,705 +2,413 +3%
SAM
11
Smith Asset Management
Florida
$1.34M 75,765 +1,147 +2%
Bank of America
12
Bank of America
North Carolina
$981K 55,624 +48,989 +738%
CFMC
13
Curbstone Financial Management Corp
New Hampshire
$925K 52,466 +3,700 +8%
CSC
14
Caldwell Sutter Capital
California
$797K 45,197 – –
SWM
15
Schwallier Wealth Management
Michigan
$778K 44,141 +1,166 +3%
VIA
16
Virtus Investment Advisers
Connecticut
$687K 38,949 +38,949 New
Raymond James Financial
17
Raymond James Financial
Florida
$667K 37,812 -104 -0.3%
UBS Group
18
UBS Group
Switzerland
$567K 32,147 -1,569 -5%
Vanguard Group
19
Vanguard Group
Pennsylvania
$515K 29,200 – –
MA
20
Mutual Advisors
Nebraska
$449K 26,106 -2,119 -8%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$385K 22,217 +1,733 +8%
OC
22
Oppenheimer & Co
New York
$316K 17,900 +17,900 New
PI
23
PFG Investments
New York
$308K 17,464 +466 +3%
MA
24
Montag & Associates
Georgia
$250K 14,190 +98 +0.7%
MML Investors Services
25
MML Investors Services
Massachusetts
$249K 14,139 +823 +6%
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