Barings Corporate Investors Ownership | Who Owns Barings Corporate Investors?

Barings Corporate Investors Ownership Summary

Barings Corporate Investors is owned by 12.78% institutional investors, and 87.22% retail investors. Bhk investment advisors is the largest institutional shareholder, holding 1.81% of MCI shares.

MCI Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Barings Corporate Investors	12.78%	-	87.22%
Sector	Financial Services Stocks	43.07%	12.53%	44.40%
Industry	Asset Management Stocks	39.76%	8.77%	51.47%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Bhk investment advisors	366.37K	1.81%	$6.82M
Barings	219.66K	1.08%	$4.09M
Morgan stanley	202.24K	1.00%	$3.77M
Sky investment group	165.46K	0.82%	$3.08M
Secure asset management	150.36K	0.74%	$2.80M
Atria wealth solutions	142.51K	0.70%	$2.65M
Invesco	133.91K	0.66%	$2.49M
Dumont & blake investment advisors	92.25K	0.46%	$1.72M
Tsp capital management group	89.49K	0.44%	$1.67M
Cetera investment advisers	85.58K	0.42%	$1.59M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Bhk investment advisors	366.37K	2.68%	$6.82M
Greenwich investment management	77.85K	1.33%	$1.45M
Future financial wealth managment	48.80K	0.80%	$908.75K
Caldwell sutter capital	84.61K	0.78%	$1.58M
Sky investment group	165.46K	0.59%	$3.08M
Secure asset management	150.36K	0.53%	$2.80M
Tsp capital management group	89.49K	0.52%	$1.67M
Dumont & blake investment advisors	92.25K	0.24%	$1.72M
Barings	219.66K	0.10%	$4.09M
Atria wealth solutions	142.51K	0.03%	$2.65M

Top Buyers

Holder	Shares	% Assets	Change
Barings	219.66K	0.10%	219.66K
Secure asset management	150.36K	0.53%	150.36K
Dumont & blake investment advisors	92.25K	0.24%	45.83K
Cetera investment advisers	85.58K	0.00%	24.59K
Morgan stanley	202.24K	0.00%	18.63K

Top Sellers

Holder	Shares	% Assets	Change
Rfg advisory	-	-	-154.50K
Raymond james financial services advisors	-	-	-28.28K
Mercer global advisors inc /adv	-	-	-11.50K
Linscomb & williams	-	-	-10.50K
Pfg investments	-	-	-10.47K

New Positions

Holder	Shares	% Assets	Change	Value
Barings	219.66K	0.10%	219.66K	$4.09M
Secure asset management	150.36K	0.53%	150.36K	$2.80M
Lpl financial	11.09K	0.00%	11.09K	$206.46K

Sold Out

Holder	Change
Sandy spring bank	-26.00
Fernwood investment management	-240.00
First horizon advisors	-854.00
Yhb investment advisors	-2.00K
Pfg investments	-10.47K

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2024	53	-7.02%	2,589,984	-0.96%	12	7.67%	26	36.84%	11	-52.17%
Mar 31, 2024	57	5.56%	2,615,169	-0.17%	12	7.59%	19	-9.52%	23	35.29%
Dec 31, 2023	54	-	2,619,675	-12.86%	13	5.95%	21	-16.00%	17	30.77%
Sep 30, 2023	54	12.50%	3,006,372	-8.35%	14	5.67%	25	56.25%	13	-23.53%
Jun 30, 2023	48	-7.69%	3,280,329	-4.87%	16	5.60%	16	-20.00%	17	6.25%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 17, 2024	NOREEN CLIFFORD M	Chairman of Fund	Sell	-
Jun 17, 2024	NOREEN CLIFFORD M	Chairman of Fund	Sell	-
Jun 14, 2024	GRACE EDWARD P III	Trustee	Sell	$34.03K
Jun 14, 2024	GRACE EDWARD P III	Trustee	Sell	$46.63K
Jun 14, 2024	GRACE EDWARD P III	Trustee	Sell	$12.55K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	-
2024 Q3	-	1
2024 Q2	8	10
2024 Q1	-	1
2023 Q4	-	-

MCI Ownership FAQ

Who Owns Barings Corporate Investors?

Barings Corporate Investors shareholders are primarily institutional investors at 12.78%, followed by 0% insiders and 0% retail investors. The average institutional ownership in Barings Corporate Investors's industry, Asset Management Stocks, is 39.76%, which Barings Corporate Investors falls below.

Who owns the most shares of Barings Corporate Investors?

Barings Corporate Investors’s largest shareholders are Bhk investment advisors (366.37K shares, 1.81%), Barings (219.66K shares, 1.08%), and Morgan stanley (202.24K shares, 1.00%). Together, they hold 3.89% of Barings Corporate Investors’s total shares outstanding.

Does Blackrock own Barings Corporate Investors?

BlackRock is not among the top 10 institutional shareholders of Barings Corporate Investors.

Who is Barings Corporate Investors’s biggest shareholder by percentage of total assets invested?

Bhk investment advisors is Barings Corporate Investors’s biggest shareholder by percentage of total assets invested, with 2.68% of its assets in 366.37K Barings Corporate Investors shares, valued at 6.82M$.

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