Barings Corporate Invs (MCI): which funds own it
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Sections with a free account
1 concentrated manager holds it (+1 vs last quarter) with a median weight of 0.4%.
Quarter flow (concentrated managers)
Change in managers (0 → 1): 0 opened · 0 exited · 1 more with no comparable data = +1
“No comparable data”: managers whose previous-quarter portfolio we cannot compare (first 13F, or they did not file that quarter), plus spin-offs and corporate exits (mergers, delistings). They change the count without being a clean buy or sale. It is a net figure: “more” when more of them enter the count than leave it, “fewer” when it is the other way round. Here: 1 entered with no comparable quarter.
Net flow in the quarter: $0K (0 shares) · bought $0 and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.
Concentrated managers holding it
- TSP Capital Management GroupNo comparable data$1.5M0.4%+0.4 pp
Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.
Largest holders of MCI (all 13F filers)
- BHK Investment Advisors387 KType not verified+9,458
- Global Wealth Strategies & Associates300 KWealth adviser+13 K
- Curbstone Financial Management288 KType not verified−1,400
- Barings220 KType not verified0
- Cetera Investment Advisers212 KWealth adviser+32 K
- Secure Asset Management209 KType not verified+8,117
- Morgan Stanley177 KBank or trading desk−687
- Smith Asset Management170 KType not verified−3,367
- Todd Wealth Management146 KWealth adviser+11 K
- Cambridge Investment Research Advisors128 KWealth adviser+11 K
- BHK Investment Advisors
- Shares
- 387 K
- Change
- +9,458
See more
- Type
- Type not verified
- Value
- $6.8M
- Global Wealth Strategies & Associates
- Shares
- 300 K
- Change
- +13 K
See more
- Type
- Wealth adviser
- Value
- $5.3M
- Curbstone Financial Management
- Shares
- 288 K
- Change
- −1,400
See more
- Type
- Type not verified
- Value
- $5.1M
- Shares
- 220 K
- Change
- 0
See more
- Type
- Type not verified
- Value
- $3.9M
- Shares
- 212 K
- Change
- +32 K
See more
- Type
- Wealth adviser
- Value
- $3.7M
- Secure Asset Management
- Shares
- 209 K
- Change
- +8,117
See more
- Type
- Type not verified
- Value
- $3.7M
- Shares
- 177 K
- Change
- −687
See more
- Type
- Bank or trading desk
- Value
- $3.1M
- Smith Asset Management
- Shares
- 170 K
- Change
- −3,367
See more
- Type
- Type not verified
- Value
- $3.0M
- Todd Wealth Management
- Shares
- 146 K
- Change
- +11 K
See more
- Type
- Wealth adviser
- Value
- $2.6M
- Shares
- 128 K
- Change
- +11 K
See more
- Type
- Wealth adviser
- Value
- $2.2M
The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.
Insiders (Form 4)
10% owners who bought (6 m): 0
Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.
Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →
Above 5% (13D/13G)
This list may be incomplete: we hold 13D and 13G filings made since December 2024. A holder above 5% that has not filed anything since then is not shown here.
No recent filings.
This company filed no 8-K forms in the last year. Foreign companies listed in the US (ADRs) report material events on forms 6-K and 20-F, and ETFs and funds do not file 8-Ks. If it is a foreign company listed in the US through ADRs (American Depositary Receipts), what trades are bank-issued certificates that represent shares from its home market. See its filings on EDGAR ↗