Stocks/MPV

MPV

Barings Participation Investors
Financial Services·Asset Management
$17.07
$184M market cap
Revenue
$8.2M
Free Cash Flow
$5.0M
Rev Growth
+0.0%
FCF Margin
61.6%
P/FCF
36.4x
EV/FCF
41.1x
Fwd EV/EBITDA
--
Fair Value
--
Upside
--

Barings Participation Investors is a closed ended fixed income mutual fund launched and managed by Barings LLC. The fund invests in the fixed income markets of the United States. It primarily invests in below-investment grade, long-term corporate debt obligations which are directly purchased from its issuers. The fund also seeks to invest in warrants, conversion rights, or other equity related instruments. It benchmarks the performance of its portfolio against Standard and Poor's Industrials Com

2-Year Price History

$16.94+25.9%
$14$15$16$17$18$19volJun 24Oct 24Jan 25May 25Sep 25Jan 26May 26

Quarterly Financials & Projections

Quarterly Waterfall ($ M)
PeriodRevEBITDAOpInNIOCFFCFCapExCashDebtSharesROICIntCovEV/EBITDA
Act2025-Q48.28.37.87.05.15.1-0.013.837.310.816.4%9.8x--

Valuation & Metrics

Market Stats

Price$17.07
Market Cap$184M
Enterprise Value$207M
P/S Ratio22.4x
P/FCF36.4x
EV/FCF41.1x
FCF Margin (TTM)61.6%
FCF Yield2.7%
Dividend Yield (TTM)10.8%
Annual Dilution0.0%
CurrencyUSD

TTM Financial Snapshot

Revenue$8.2M
Net Income$7.0M
Free Cash Flow$5.0M

Revenue Growth (YoY)+0.0%
EBITDA Margin101.1%
Net Margin85.3%
FCF Margin61.6%
CapEx % of Revenue0.0%
SBC % of Revenue0.0%
ROIC16.4%
WC Change % Rev0.0%
Interest Coverage9.8x

Forward Outlook & Risk

Short Interest

Short % of Float--
Short Shares0.0M
Days to Cover2.8
Change (vs Prior)+70.7%
Need at least 2 settlement dates for chart

Institutional Ownership

Headline & net flow

NEUTRAL
Net flow · still filing
No float data — flow unavailable.

Ownership composition

Active
20.6%(-3.7% YoY)
32 filers
hedge / family / endowment
Retail funds
Fidelity, Schwab, 401(k)
Passive
0.3%(-0.0% YoY)
1 filers
Vanguard, iShares, SPDR
Market makers
0.1%(+0.1% YoY)
1 filers
Citadel, Susquehanna
Insiders
Form 4 — latest per insider
0%25%50%75%100%2022-062023-032023-122024-092025-062026-03
ActiveRetail fundsPassiveMarket makersRetail direct

Top holders

Fund$ valueCost basisΔ QoQΔ YoYα lifeFund AUM
MORGAN STANLEY$4.9M$15.74−$206K−$461K-0.3%$1.65T
BARINGS LLC$4.9M$14.46+$49K+$186K+0.7%$6.00B
BENJAMIN EDWARDS INC$4.9M$15.16+$592K+$118K-0.5%$9.89B
TSP Capital Management Group, LLC$4.7M$12.79−$61K−$286K+1.0%$410M
LPL Financial LLC$3.4M$16.27+$639K+$891K-0.2%$372.65B
ADVISOR GROUP HOLDINGS, INC.$3.4M$11.63−$88K+$294K-0.3%$67.63B
COMMONWEALTH EQUITY SERVICES, LLC$2.3M$12.76+$56K+$213K-0.3%$71.14B
Cetera Investment Advisers$1.8M$14.05+$81K+$174K-0.2%$93.23B
Smith Asset Management Co., LLC$1.2M$15.79−$29K−$123K-1.9%$117M
BANK OF AMERICA CORP /DE/$853K$15.71−$285K−$100K-0.1%$1.36T
Schwallier Wealth Management LLC$803K$13.56+$32K+$47K+0.2%$131M
CALDWELL SUTTER CAPITAL, INC.$750K$9.47+$0−$25K-1.4%$246M
JONES FINANCIAL COMPANIES LLLP$678K$15.76+$74K+$300K-0.1%$208.07B
ENVESTNET ASSET MANAGEMENT INC$531K$11.37+$188K+$531K-0.2%$367.84B
RAYMOND JAMES FINANCIAL INC$527K$15.80+$10K−$122K-0.0%$322.69B
Vanguard National Trust CoPassive$500K$17.14+$500K+$500K$1.58B
UBS Group AG$371K$12.53−$60K−$180K-0.3%$562.11B
OPPENHEIMER & CO INC$350K$16.39+$27K+$43K-0.1%$8.20B
PFG Investments, LLC$306K$13.85+$6K+$6K-0.6%$2.13B
Sanctuary Advisors, LLC$291K$14.19+$0+$0+0.1%$18.32B
Cost basis is a volume-weighted estimate from accumulation periods within our 13F history; holders who built their position before our window started will show a stale basis. % above the cost basis is the unrealized gain at the current price.

Trading behavior

Smart-money alpha (lifetime, %/qtr)NEUTRAL
Holders
-0.06%
avg per quarter
Holders (ex-self)
-0.06%
excl. this stock
Buyers (this Q)
-0.18%
15 buyers · $0.00B in
Sellers (this Q)
+0.29%
10 sellers · $-0.00B out
alpha coverage: 99% of $ has a lifetime-alpha record
Holder behavior on this stocksource: stock
On big dips (−10%+)
+6.3%
how holders react when this stock falls
On quiet Qs
-2.3%
−10% to +10% baseline
On rallies (+10%+)
+6.7%
how they react when this stock rises
Holders' portfolio flow this Q
+4.9%
inflows — adds are organic
Sellers' portfolio flow this Q
-7.2%
Sellers shed AUM broadly — partly forced.
▸ Compare to holder-profile behavior (across all their stocks)
Holder dip (any stock)
+1.4%
Holder mid (any stock)
+1.4%
Holder rally (any stock)
+1.2%

Top Holders Over Time

5-year share-count history (top 10 holders by peak, incl. exited) + price

0618K1.2M1.9M2.5M$8.34$11$14$17$192021-062022-062023-062024-062025-062026-03
hover the chart for per-quarter detailprice (right axis)
RIVERNORTH CAPITAL MANAGEMENT, LLCMORGAN STANLEY288KGreenwich Investment Management, Inc.TSP Capital Management Group, LLC277KBARINGS LLC286KBENJAMIN EDWARDS INC285KBENJAMIN F. EDWARDS & COMPANY, INC.Round Rock Advisors, LLCADVISOR GROUP HOLDINGS, INC.198KAlmitas Capital LLC

Corporate

Order Flow (FINRA, ~3w lag)

52.0%retail+0.9pp
12.1%dark-0.8pp
week of 2026-04-13
0%20%40%60%80%24-1125-0225-0525-0825-1126-0226-04retail (non-ATS)dark (ATS)
Off-exchange volume from FINRA. Retail = non-ATS (wholesaler PFOF + broker internalization). Dark = ATS (dark-pool crossing networks, institutional). Lit-exchange = remainder.