Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barings Corporate Invs (MCI)

61 + Investors. Track Smart Money conviction in MCI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -4
Streak
1Q ▼
Buyers last Q
50%

Smart Money Signals — MCI

Based on 61 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their MCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
61 funds currently hold this stock — 91% of the 3.0-year high of 67 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 8% fewer funds vs a year ago

fund count last 6Q
5 fewer hedge funds hold MCI compared to a year ago (-8% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 50% buying

27 buying27 selling
Last quarter: 27 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 6 → 7 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 26% medium ■ 16% new
35 out of 61 hedge funds have held MCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~7 new funds/quarter

9 → 5 → 6 → 7 → 7 new funds/Q
New funds entering each quarter: 5 → 6 → 7 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 61% veterans vs 26% newcomers

■ 61% veterans ■ 13% 1-2yr ■ 26% new
Entry-cohort mix of 61 holders: 37 (61%) are 2+ year veterans, 8 entered 1–2 years ago, and 16 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 14% AUM from top-100

14% from top-100 AUM funds
11 of 61 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MCI

In 2026 Q1, 27 hedge funds were net buyers of MCI (7 opened a new position, 20 added to an existing one), while 27 reduced or exited (16 trimmed, 11 sold completely) — a 50% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -4 funds (more exits than new entries). Total institutional holders: 61.

Hedge Fund Ownership: MCI

How many hedge funds hold MCI — quarterly history vs. share price
Quarterly hedge fund ownership of MCI vs. share price

Market Analysis: MCI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MCI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Barings Corporate Invs (MCI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MCI has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
MCI
+1.2%
XLF
+8.8%

MCI outperformed XLF by -7.6% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
MCI
+0.8%
XLF
+5.1%

Since the filing became public, MCI outperformed XLF by -4.3% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: MCI
61 + Investors

Track Smart Money conviction in MCI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 61 65 -6.15%
13F Shares 3M 4M -2.27%
Total Value $58M $65M -10.34%
New Positions 7 7 -
Increased Positions 20 22 -2
Closed Positions 11 7 +4
Reduced Positions 16 17 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MCI

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Profit Margin --
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Institutional Holders (2026 Q1)

61 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MCI. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MCI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smith Asset Management Co., LLC 2.56% 172,921 $3.0M
2 BHK Investment Advisors, LLC 2.18% 377,530 $6.5M
3 Global Wealth Strategies & Associates 1.21% 286,823 $4.9M
4 Curbstone Financial Management Corp 0.95% 289,134 $5.0M
5 Caldwell Sutter Capital, INC. 0.59% 83,984 $1.4M
6 Secure Asset Management, LLC 0.55% 200,848 $3.5M
7 Future Financial Wealth Managment LLC 0.54% 47,021 $844K
8 Sky Investment Group LLC 0.50% 170,289 $2.9M
9 TSP Capital Management Group, LLC 0.35% 82,286 $1.4M
10 Jacobs Equity LLC 0.32% 21,028 $363K
11 Patriot Investment Management Group, INC. 0.07% 68,100 $1.2M
12 Mayfair Advisory Group, LLC 0.07% 10,983 $189K
13 Barings LLC 0.06% 219,664 $3.8M
14 Vanguard National Trust Co 0.03% 30,100 $519K
15 Whipplewood Advisors, LLC 0.02% 2,630 $45K
16 Stonebridge Capital Advisors LLC 0.02% 13,300 $229K
17 St Germain D J Co Inc 0.01% 18,117 $312K
18 World Investment Advisors 0.01% 41,476 $715K
19 Kovack Advisors, Inc. 0.01% 11,120 $198K
20 Montag A & Associates Inc 0.01% 8,217 $142K
21 Medallion Wealth Advisors, LLC 0.01% 622 $14K
22 Beacon Pointe Advisors, LLC 0.01% 65,649 $1.1M
23 Benjamin Edwards Inc 0.01% 33,195 $572K
24 Equitable Holdings, Inc. 0.01% 48,009 $871K
25 Kestra Advisory Services, LLC 0.00% 60,482 $1.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Barings Corporate Invs (MCI)

What does the Smart Money Trend signal show for MCI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their MCI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for MCI?

Slight buying edge — 50% buying: Last quarter: 27 funds bought or added vs 27 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MCI holders?

Smaller funds dominant — 14% AUM from top-100: 11 of 61 holders rank in the top 100 by AUM, but together hold only 14% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held MCI?

57% of holders stayed for 2+ years: 35 out of 61 hedge funds have held MCI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Barings Corporate Invs (MCI) following the 2026 Q1 hedge fund 13F filings?

As of today, MCI has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.1% for the XLF sector ETF — an outperformance of -4.3%. Since the quarter end (March 31, 2026), MCI has gained +1.2% vs +8.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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