Barings Corporate InvestorsMCI
13F holders, Q1 2024 (March 31)53holders
$17.19avg. 13F price*
At the end of Q1 2024, 53 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings. The largest holders were BHK Investment Advisors, LLC ($6.3M), Curbstone Financial Management Corp ($6.3M) and Morgan Stanley ($3.2M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $733K |
| Exits | 4 | $4.5M |
Ownership 53 holders
| BHK Investment Advisors, LLC | 2.42% | Add +66.7% | 366,629 | $6.3M |
| Curbstone Financial Management Corp | 1.36% | Reduce -0.6% | 365,486 | $6.3M |
| Morgan Stanley | 0.00% | Add +1.8% | 183,605 | $3.2M |
| RFG Advisory, LLC | 0.09% | Add +26.2% | 154,503 | $2.7M |
| Invesco Ltd. | 0.00% | Reduce -26.1% | 134,604 | $2.3M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +30.9% | 133,115 | $2.3M |
| TSP Capital Management Group, LLC | 0.49% | Add +0.4% | 89,417 | $1.5M |
| Caldwell Sutter Capital, Inc. | 0.70% | Reduce -3.4% | 84,614 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.5% | 79,323 | $1.4M |
| Greenwich Investment Management, Inc. | 1.07% | Reduce -2.3% | 79,307 | $1.4M |
| UBS Group AG | 0.00% | Reduce -39.7% | 61,282 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +215.3% | 60,984 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +54.1% | 50,960 | $876K |
| Dumont & Blake Investment Advisors LLC | 0.23% | Reduce -1.2% | 46,425 | $798K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.4% | 45,957 | $790K |
| Future Financial Wealth Managment LLC | 0.60% | Reduce -4.3% | 45,659 | $785K |
| Osaic Holdings, Inc. | 0.00% | Reduce -8.4% | 35,345 | $608K |
| Focus Partners Wealth | 0.00% | Reduce -6.7% | 34,960 | $601K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -1.3% | 30,240 | $520K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $517K |
| Raymond James & Associates | 0.00% | Add +0.0% | 22,786 | $392K |
| DAVENPORT & Co LLC | 0.00% | Reduce -5.3% | 22,600 | $388K |
| Graypoint LLC | 0.03% | Add +2.1% | 21,999 | $378K |
| NewEdge Advisors, LLC | 0.00% | Reduce -63.1% | 21,525 | $370K |
| Kestra Advisory Services, LLC | 0.00% | New | 21,391 | $368K |
| US Bancorp \de | 0.00% | No change | 20,872 | $359K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -13.3% | 15,901 | $273K |
| Bank of America Corp. | 0.00% | Reduce -41.5% | 14,603 | $251K |
| Stonebridge Capital Advisors LLC | 0.02% | Reduce -1.9% | 14,255 | $245K |
| Commerce Bank | 0.00% | Add +37.9% | 13,826 | $238K |
| Montag A & Associates Inc. | 0.01% | Add +0.6% | 13,350 | $229K |
| St Germain D J Co. Inc. | 0.01% | Reduce -10.5% | 12,385 | $213K |
| Mercer Global Advisors Inc. | 0.00% | No change | 11,500 | $198K |
| Linscomb Wealth, Inc. | 0.01% | New | 10,500 | $180K |
| PFG Investments, LLC | 0.01% | New | 10,474 | $180K |
| Money Concepts Capital Corp. | 0.02% | No change | 10,322 | $177K |
| MML Investors Services, LLC | 0.00% | Reduce -1.3% | 10,040 | $173K |
| Fiduciary Trust Co | 0.00% | Reduce -4.2% | 10,000 | $172K |
| Wells Fargo & Company | 0.00% | Add +37.0% | 7,043 | $121K |
| Comerica Bank | 0.00% | No change | 5,200 | $89K |
| Royal Bank of Canada | 0.00% | Reduce -17.6% | 3,703 | $64K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 3,000 | $52K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $34K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,425 | $24K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,040 | $18K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $15K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 800 | $14K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 750 | $13K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 625 | $11K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -50.0% | 425 | $7K |
| Fernwood Investment Management, LLC | 0.00% | New | 240 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 49 | $888 |
| Sandy Spring Bank | 0.00% | New | 26 | $447 |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.