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MPV

Barings Participation Investors

35 hedge funds and large institutions have $39.6M invested in Barings Participation Investors in 2026 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 9 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

56% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 9

11% more capital invested

Capital invested by funds: $35.8M → $39.6M (+$3.77M)

3% more funds holding

Funds holding: 3435 (+1)

0.37% more ownership

Funds ownership: 18.5%18.87% (+0.37%)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
9
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$4.93M -$224K -12,024 -4%
B
2
Barings
North Carolina
$4.9M +$53.4K +2,861 +1%
BEI
3
Benjamin Edwards Inc
Missouri
$4.88M +$644K +34,525 +14%
TCMG
4
TSP Capital Management Group
New Jersey
$4.74M
LPL Financial
5
LPL Financial
California
$3.43M +$696K +37,310 +23%
Osaic Holdings
6
Osaic Holdings
Arizona
$3.39M -$95.9K -5,139 -3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.34M +$61.1K +3,275 +2%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.81M +$88.4K +4,736 +5%
SAM
9
Smith Asset Management
Florida
$1.18M -$32K -1,713 -2%
Bank of America
10
Bank of America
North Carolina
$853K -$310K -16,635 -25%
CFMC
11
Curbstone Financial Management Corp
New Hampshire
$808K -$15.4K -826 -2%
SWM
12
Schwallier Wealth Management
Michigan
$803K +$35K +1,875 +4%
CSC
13
Caldwell Sutter Capital
California
$750K
Jones Financial Companies
14
Jones Financial Companies
Missouri
$678K +$81K +4,339 +12%
NA
15
NewEdge Advisors
Louisiana
$537K +$190K +10,161 +48%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$531K +$205K +10,977 +55%
Raymond James Financial
17
Raymond James Financial
Florida
$527K +$10.9K +582 +2%
VNT
18
Vanguard National Trust
Pennsylvania
$500K +$545K +29,200 New
UBS Group
19
UBS Group
Switzerland
$371K -$65.7K -3,520 -14%
OC
20
Oppenheimer & Co
New York
$350K +$29.9K +1,600 +9%
PI
21
PFG Investments
New York
$306K +$6.33K +339 +2%
SA
22
Sanctuary Advisors
Indiana
$291K
Jane Street
23
Jane Street
New York
$177K -$173K -9,260 -47%
MA
24
Montag & Associates
Georgia
$146K -$18.7K -1,000 -11%
Wells Fargo
25
Wells Fargo
California
$80.7K +$87.9K +4,711 New

MPV Hedge Fund Activity: Q1 2026 in Review

35 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in Barings Participation Investors (MPV) for Q1 2026, worth a combined $39.6M — up 11% from $35.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new MPV positions and 1 closed out — a net gain of 4 holders — while 14 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $696K. The largest seller was Bank of America, cutting an estimated $310K.

  • 35 institutional investors held Barings Participation Investors (MPV) as of Q1 2026, up from 34 in Q4 2025.
  • Funds reported $39.6M of Barings Participation Investors stock for Q1 2026, up 11% quarter-over-quarter.
  • 5 funds opened new Barings Participation Investors positions in Q1 2026 and 1 closed out, a net change of +4 holders.
  • The largest Barings Participation Investors buyer in Q1 2026 was LPL Financial, an estimated $696K added.
  • The largest Barings Participation Investors seller in Q1 2026 was Bank of America, an estimated $310K sold.

Based on aggregated 13F filings for Q1 2026.