Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BARINGS PARTN INVS (MPV)

35 + 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
↓ -2
Streak
2Q ▼
Buyers last Q
64%

Smart Money Signals — MPV

Based on 35 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their MPV 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 — 92% of 3.0Y peak

92% of all-time peak
35 funds currently hold this stock — 92% of the 3.0-year high of 38 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MPV is almost the same as a year ago (-1 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 64% buying

18 buying10 selling
Last quarter: 18 funds were net buyers (3 opened a brand new position + 15 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~3 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 4 → 7 → 4 → 3. 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 ■ 17% new
20 out of 35 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.
💎

Buying through price weakness — shares -5%, value -24%

Value
-24%
Shares
-4%
Last quarter: funds added -5% more shares while total portfolio value only changed -24%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📊

Peak discovery — momentum slowing

6 → 4 → 7 → 4 → 3 new funds/Q
New funds entering each quarter: 4 → 7 → 4 → 3. 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.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 20% 1-2yr ■ 26% new
Of 35 current holders: 19 (54%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
9 of 35 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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 2025 Q4, 18 hedge funds were net buyers of MPV (3 opened a new position, 15 added to an existing one), while 10 reduced or exited (5 trimmed, 5 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. Net selling has persisted for two consecutive quarters. 28% of total institutional value in MPV is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 35.

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

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

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
2026 Q1 Stats Unlock in 3 days 35 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 35 37 -5.41%
13F Shares 2M 2M -4.73%
Total Value $36M $47M -24.5%
New Positions 3 4 -1
Increased Positions 15 10 +5
Closed Positions 5 5 -
Reduced Positions 5 12 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: MPV

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Institutional Holders (2026 Q1)

35 + 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 institutional holders of MPV — 2025 Q4 · 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 Ulland Investment Advisors, LLC 0.01% 700 —
12 PFS Partners, LLC 0.01% 1,141 $20K
13 Keating Financial Advisory Services, Inc. 0.01% 3,026 $52K
14 MONTAG A & ASSOCIATES INC 0.01% 8,500 $146K
15 OSAIC HOLDINGS, INC. 0.00% 197,819 $3.4M
16 OPPENHEIMER & CO INC 0.00% 20,400 $350K
17 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 136,798 $2.3M
18 Cetera Investment Advisers 0.00% 105,885 $1.8M
19 Sanctuary Advisors, LLC 0.00% 16,968 $291K
20 ST GERMAIN D J CO INC 0.00% 1,429 $24K
21 LPL Financial LLC 0.00% 199,916 $3.4M
22 Advisory Services Network, LLC 0.00% 3,518 $60K
23 Salomon & Ludwin, LLC 0.00% 365 $6K
24 JONES FINANCIAL COMPANIES LLLP 0.00% 39,907 $678K
25 MORGAN STANLEY 0.00% 287,654 $4.9M
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?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their MPV 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 MPV?

More buyers than sellers — 64% buying: Last quarter: 18 funds were net buyers (3 opened a brand new position + 15 added to an existing one). Only 10 were sellers (5 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for MPV holders?

Strong quality — 28% AUM from major funds: 9 of 35 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?

57% of holders stayed for 2+ years: 20 out of 35 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.

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.