MPV

Barings Participation Investors

36 hedge funds and large institutions have $50.4M invested in Barings Participation Investors in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$6.51M +$189K +9,380 +3%
TCMG
2
TSP Capital Management Group
New Jersey
$5.74M -$5.17M -293,222 Closed
B
3
Barings
North Carolina
$5.58M +$54K +2,686 +1%
BEI
4
Benjamin Edwards Inc
Missouri
$5.38M -$203K -10,077 -4%
RRA
5
Round Rock Advisors
Connecticut
$4.14M +$75.6K +3,758 +2%
LPL Financial
6
LPL Financial
California
$3.36M +$382K +18,999 +13%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.01M -$75.1K -4,394 -2%
Invesco
8
Invesco
Georgia
$2.52M +$22K +1,092 +0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.51M +$8.31K +413 +0.3%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.93M +$6.7K +333 +0.3%
Bank of America
11
Bank of America
North Carolina
$1.12M
CFMC
12
Curbstone Financial Management Corp
New Hampshire
$975K -$80.4K -4,000 -8%
SWM
13
Schwallier Wealth Management
Michigan
$905K +$17K +846 +2%
CSC
14
Caldwell Sutter Capital
California
$880K -$29K -1,442 -3%
Raymond James Financial
15
Raymond James Financial
Florida
$730K -$30.6K -1,521 -4%
Vanguard Group
16
Vanguard Group
Pennsylvania
$587K
VIA
17
Virtus Investment Advisers
Connecticut
$572K -$211K -10,501 -27%
UBS Group
18
UBS Group
Switzerland
$462K -$185K -9,177 -29%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$451K +$15K +763 +3%
WA
20
Whipplewood Advisors
Colorado
$438K +$438K +21,783 New
MA
21
Mutual Advisors
Nebraska
$390K -$103K -5,473 -21%
OC
22
Oppenheimer & Co
New York
$360K
PI
23
PFG Investments
New York
$358K +$6.82K +339 +2%
NA
24
NewEdge Advisors
Louisiana
$297K +$297K +14,760 New
MML Investors Services
25
MML Investors Services
Massachusetts
$285K +$944 +47 +0.3%