Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barings Partn Invs (MPV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — MPV

Based on 36 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MPV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
36 hedge funds hold MPV right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

19 buying13 selling
Last quarter: 19 funds bought or added vs 13 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 — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
23 out of 36 hedge funds have held MPV 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.
📊

Peak discovery — momentum slowing

4 → 7 → 4 → 3 → 4 new funds/Q
New funds entering each quarter: 7 → 4 → 3 → 4. MPV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 58% veterans vs 25% newcomers

■ 58% veterans ■ 17% 1-2yr ■ 25% new
Entry-cohort mix of 36 holders: 21 (58%) are 2+ year veterans, 6 entered 1–2 years ago, and 9 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
9 of 36 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — MPV

In 2026 Q1, 19 hedge funds were net buyers of MPV (4 opened a new position, 15 added to an existing one), while 13 reduced or exited (10 trimmed, 3 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 28% of total institutional value in MPV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 36.

Hedge Fund Ownership: MPV

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

Market Analysis: MPV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MPV

-- --

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

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

Signal Freshness measures how much MPV 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 · 81d ago
MPV
nan%
XLF
+8.5%

MPV outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
MPV
nan%
XLF
+4.8%

Since the filing became public, MPV outperformed XLF by nan% .

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.5
/ 10
conviction
Hedge Fund Positioning: MPV
36 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 36 35 2.86%
13F Shares 2M 2M 2.89%
Total Value $39M $36M 9.09%
New Positions 4 3 +1
Increased Positions 15 15 -
Closed Positions 3 5 -2
Reduced Positions 10 5 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MPV

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

36 + investors

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

QUARTER:
Top 25 MPV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 TSP Capital Management Group, LLC 1.16% 276,559 $4.7M
2 Smith Asset Management Co., LLC 1.01% 68,610 $1.2M
3 Schwallier Wealth Management LLC 0.59% 46,862 $803K
4 Caldwell Sutter Capital, INC. 0.30% 43,755 $750K
5 Curbstone Financial Management Corp 0.15% 47,140 $808K
6 Barings LLC 0.08% 285,875 $4.9M
7 Benjamin Edwards Inc 0.05% 284,697 $4.9M
8 Vanguard National Trust Co 0.03% 29,200 $500K
9 PFG Investments, LLC 0.01% 17,830 $306K
10 Whipplewood Advisors, LLC 0.01% 1,310 $22K
11 PFS Partners, LLC 0.01% 1,141 $20K
12 Keating Financial Advisory Services, Inc. 0.01% 3,026 $52K
13 Montag A & Associates Inc 0.01% 8,500 $146K
14 Osaic Holdings, INC. 0.00% 197,819 $3.4M
15 Oppenheimer & Co Inc 0.00% 20,400 $350K
16 Commonwealth Equity Services, LLC 0.00% 136,798 $2.3M
17 Cetera Investment Advisers 0.00% 105,885 $1.8M
18 Sanctuary Advisors, LLC 0.00% 16,968 $291K
19 St Germain D J Co Inc 0.00% 1,429 $24K
20 LPL Financial LLC 0.00% 199,916 $3.4M
21 Advisory Services Network, LLC 0.00% 3,518 $60K
22 Salomon & Ludwin, LLC 0.00% 365 $6K
23 Jones Financial Companies Lllp 0.00% 39,907 $678K
24 Morgan Stanley 0.00% 287,654 $4.9M
25 Atlantic Union Bankshares Corp 0.00% 590 $10K
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 Partn Invs (MPV)

What does the Smart Money Trend signal show for MPV?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MPV than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MPV?

Slight buying edge — 59% buying: Last quarter: 19 funds bought or added vs 13 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 MPV holders?

Strong quality — 28% AUM from major funds: 9 of 36 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held MPV?

64% of holders stayed for 2+ years: 23 out of 36 hedge funds have held MPV 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 Partn Invs (MPV) following the 2026 Q1 hedge fund 13F filings?

As of today, MPV has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MPV has gained nan% vs +8.5% 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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