Barings Participation Investors is a publicly traded company on XNYS. As of Q3 2025, 34 institutional investors hold shares in this company, with total holdings valued at $44.8M. MORGAN STANLEY is the largest holder with a position valued at $6.1M.
Overview of institutional ownership in MPV as of Q3 2025
Institutions with the largest positions in MPV as of Q3 2025
| Institution | Position Value |
|---|---|
MORGAN STANLEY RIA/Wealth | $6.1M 0.00% of portfolio |
TSP Capital Management Group, LLC Private Equity | $5.8M 1.54% of portfolio |
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | $5.6M 0.11% of portfolio |
B BENJAMIN EDWARDS INC Institution | $5.0M 0.06% of portfolio |
A Advisor Group Holdings, Inc. Institution | $3.8M 0.01% of portfolio |
L LPL Financial LLC Institution | $3.2M 0.00% of portfolio |
Invesco Ltd. ETF Provider | $2.6M 0.00% of portfolio |
Cetera Investment Advisers RIA/Wealth | $1.9M 0.00% of portfolio |
Smith Asset Management Co., LLC RIA/Wealth | $1.5M 1.26% of portfolio |
BANK OF AMERICA CORP /DE/ Institution | $1.1M 0.00% of portfolio |
Institutional buying and selling activity for MPV in Q3 2025
| Institution | Net Bought |
|---|---|
TSP Capital Management Group, LLC Private Equity | +$5.8M +285.5K shares |
Q QTR Family Wealth, LLC RIA/Wealth | +$523.9K +26.0K shares |
J JANE STREET GROUP, LLC Institution | +$247.6K +12.3K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | +$225.4K +-3.0K shares |
Goss Wealth Management LLC RIA/Wealth | +$101.3K +5.0K shares |
Invesco Ltd. ETF Provider | +$73.5K +3.7K shares |
A Advisory Services Network, LLC RIA/Wealth | +$62.7K +3.1K shares |
J JONES FINANCIAL COMPANIES LLLP Institution | +$61.8K +3.2K shares |
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | +$53.2K +2.6K shares |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$17.2K +852.0 shares |
| Institution | Net Sold |
|---|---|
Round Rock Advisors, LLC RIA/Wealth | −$4.1M −206.0K shares |
V Virtus Investment Advisers, Inc. Institution | −$572.1K −28.4K shares |
Mutual Advisors, LLC RIA/Wealth | −$389.8K −20.6K shares |
B BENJAMIN EDWARDS INC Institution | −$387.1K −19.2K shares |
MORGAN STANLEY RIA/Wealth | −$381.5K −18.9K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | −$227.2K −11.3K shares |
L LPL Financial LLC Institution | −$176.5K −8.8K shares |
Compass Planning Associates Inc RIA/Wealth | −$126.7K −6.3K shares |
A Advisor Group Holdings, Inc. Institution | −$78.6K −3.9K shares |
Cetera Investment Advisers RIA/Wealth | −$56.4K −2.8K shares |
Institutions that initiated new positions or completely exited MPV in Q3 2025
| Institution | Position Value |
|---|---|
Q QTR Family Wealth, LLC RIA/Wealth | $523.9K 26.0K shares |
J JANE STREET GROUP, LLC Institution | $247.6K 12.3K shares |
MML INVESTORS SERVICES, LLC RIA/Wealth | $225.4K 11.2K shares |
Rockefeller Capital Management L.P. Long Only Manager | $17.1K 850.0 shares |
| Institution | Previous Position |
|---|---|
Round Rock Advisors, LLC RIA/Wealth | $4.1M 206.0K shares |
V Virtus Investment Advisers, Inc. Institution | $572.1K 28.4K shares |
Mutual Advisors, LLC RIA/Wealth | $389.8K 20.6K shares |
P PUTNAM FL INVESTMENT MANAGEMENT CO Institution | $227.2K 11.3K shares |
Compass Planning Associates Inc RIA/Wealth | $126.7K 6.3K shares |
Institutions with the largest Call and Put options positions in MPV as of Q3 2025
| Institution | Position Value |
|---|---|
| No call positions found | |
| Institution | Position Value |
|---|---|
| No put positions found | |
Institutions with MPV as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
TSP Capital Management Group, LLC Private Equity | 1.54% $5.8M |
Smith Asset Management Co., LLC RIA/Wealth | 1.26% $1.5M |
Schwallier Wealth Management LLC RIA/Wealth | 0.57% $906.5K |
CALDWELL SUTTER CAPITAL, INC. RIA/Wealth | 0.38% $881.7K |
W Whipplewood Advisors, LLC RIA/Wealth | 0.27% $407.8K |
Q QTR Family Wealth, LLC RIA/Wealth | 0.25% $523.9K |
Curbstone Financial Management Corp RIA/Wealth | 0.19% $966.5K |
BABSON CAPITAL MANAGEMENT LLC Insurance Manager | 0.11% $5.6M |
B BENJAMIN EDWARDS INC Institution | 0.06% $5.0M |
P PFG Investments, LLC Institution | 0.02% $344.8K |
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