Barclays
211 hedge funds and large institutions have $1.76B invested in Barclays in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 17 closing their positions.
135% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 17
33% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 60
18% more capital invested
Capital invested by funds: $1.5B → $1.76B (+$263M)
11% more funds holding
Funds holding: 190 → 211 (+21)
0.26% more ownership
Funds ownership: 1.72% → 1.98% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
88% less call options, than puts
Call options by funds: $43.3M | Put options by funds: $352M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$240M |
| 2 |
Jane Street
New York
|
+$27.9M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$14.4M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$5.71M |
| 5 |
Northern Trust
Chicago,
Illinois
|
+$5.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scout Investments
Kansas City,
Missouri
|
-$37.6M |
| 2 |
Neuberger Berman Group
New York
|
-$15.4M |
| 3 |
Morgan Stanley
New York
|
-$11.3M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$5.34M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$5.06M |
BCS Hedge Fund Activity: Q4 2014 in Review
211 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2014, worth a combined $1.76B — up 18% from $1.5B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new BCS positions and 17 closed out — a net gain of 23 holders — while 80 added to existing stakes and 60 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $240M. The largest seller was Scout Investments, cutting an estimated $37.6M.
- 211 institutional investors held Barclays (BCS) as of Q4 2014, up from 190 in Q3 2014.
- Funds reported $1.76B of Barclays stock for Q4 2014, up 18% quarter-over-quarter.
- 40 funds opened new Barclays positions in Q4 2014 and 17 closed out, a net change of +23 holders.
- The largest Barclays buyer in Q4 2014 was Fisher Asset Management, an estimated $240M added.
- The largest Barclays seller in Q4 2014 was Scout Investments, an estimated $37.6M sold.
Based on aggregated 13F filings for Q4 2014.