Barings Corporate InvestorsMCI
13F holders, Q3 2024 (September 30)55holders +3
8new positions
3sold out
$19.93avg. 13F price*
At the end of Q3 2024, 55 institutions reported holding Barings Corporate Investors (MCI) in their 13F filings, up 3 from Q2 2024. 8 opened new positions and 3 sold out. The largest holders were BHK Investment Advisors, LLC ($7.0M), Curbstone Financial Management Corp ($6.2M) and Barings LLC ($4.4M).
- Company
- Barings Corporate Investors
- CUSIP
- 06759X107
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.4M |
| Exits | 3 | $729K |
All 13F filers, Q2 2024 → Q3 2024: 227,312 shares bought and 261,782 shares sold, net −34,470 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 55 holders
| BHK Investment Advisors, LLC | 2.59% | Reduce -4.8% | 348,820 | $7.0M |
| Curbstone Financial Management Corp | 1.32% | Reduce -12.0% | 310,004 | $6.2M |
| Barings LLC | 0.10% | No change | 219,664 | $4.4M |
| Morgan Stanley | 0.00% | Add +2.8% | 207,910 | $4.1M |
| Invesco Ltd. | 0.00% | Add +24.4% | 166,522 | $3.3M |
| Secure Asset Management, LLC | 0.54% | Add +7.5% | 161,631 | $3.2M |
| Cetera Investment Advisers | 0.00% | Add +5.8% | 90,530 | $1.8M |
| TSP Capital Management Group, LLC | 0.54% | Reduce -1.8% | 87,869 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.79% | No change | 84,614 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +28.9% | 80,048 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.1% | 78,439 | $1.6M |
| Commerce Bank | 0.01% | Add +426.7% | 72,820 | $1.5M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -59.0% | 58,437 | $1.2M |
| UBS Group AG | 0.00% | Reduce -17.5% | 56,631 | $1.1M |
| Future Financial Wealth Managment LLC | 0.71% | Add +1.7% | 49,619 | $989K |
| Dumont & Blake Investment Advisors LLC | 0.24% | Reduce -50.0% | 46,124 | $919K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +2.2% | 45,931 | $915K |
| Osaic Holdings, Inc. | 0.00% | Add +9.9% | 40,321 | $804K |
| NewEdge Advisors, LLC | 0.00% | Add +12.0% | 32,349 | $645K |
| MML Investors Services, LLC | 0.00% | Add +119.4% | 30,704 | $612K |
| Benjamin Edwards Inc. | 0.01% | New | 30,248 | $603K |
| Vanguard Group Inc. | 0.00% | No change | 30,100 | $600K |
| Focus Partners Wealth | 0.00% | Reduce -19.6% | 26,077 | $520K |
| Graypoint LLC | 0.03% | Add +2.1% | 22,947 | $457K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -20.8% | 22,200 | $442K |
| Raymond James & Associates | 0.00% | Reduce -9.0% | 20,848 | $415K |
| World Investment Advisors | 0.01% | New | 20,558 | $410K |
| DAVENPORT & Co LLC | 0.00% | No change | 19,000 | $379K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.8% | 18,584 | $370K |
| US Bancorp \de | 0.00% | Reduce -12.4% | 18,288 | $364K |
| Bank of America Corp. | 0.00% | Add +8.8% | 16,280 | $324K |
| Montag A & Associates Inc. | 0.01% | Add +0.7% | 13,524 | $270K |
| Stonebridge Capital Advisors LLC | 0.02% | No change | 13,315 | $265K |
| St Germain D J Co. Inc. | 0.01% | No change | 11,985 | $239K |
| Mayfair Advisory Group, LLC | 0.14% | New | 10,983 | $224K |
| LPL Financial LLC | 0.00% | Reduce -3.5% | 10,696 | $213K |
| Money Concepts Capital Corp. | 0.02% | No change | 10,322 | $206K |
| Wells Fargo & Company | 0.00% | Reduce -11.5% | 10,137 | $202K |
| Comerica Bank | 0.00% | No change | 5,800 | $116K |
| Geneos Wealth Management Inc. | 0.00% | New | 4,125 | $82K |
| Royal Bank of Canada | 0.00% | Add +8.6% | 4,031 | $80K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 3,000 | $60K |
| Pittenger & Anderson Inc. | 0.00% | No change | 2,000 | $40K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 1,425 | $28K |
| Jones Financial Companies LLLP | 0.00% | New | 1,302 | $25K |
| Global Retirement Partners, LLC | 0.00% | No change | 1,040 | $21K |
| Trust Co. of Vermont | 0.00% | No change | 888 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 800 | $16K |
| Ulland Investment Advisors, LLC | 0.01% | No change | 750 | $15K |
| CIBC Private Wealth Group LLC | 0.00% | New | 750 | $15K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 625 | $12K |
| Fortis Group Advisors, LLC | 0.00% | No change | 425 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 377 | $8K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 100 | $2K |
| FMR LLC | 0.00% | New | 1 | $20 |
"% of holder's portfolio" is MCI's weight in each manager's 13F, not the share of Barings Corporate Investors the manager owns.