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Barclays

285 hedge funds and large institutions have $951M invested in Barclays in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 95 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.88%0.84% (-0.04%)

2% less capital invested

Capital invested by funds: $965M → $951M (-$14.6M)

2% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 95

6% less funds holding

Funds holding: 304285 (-19)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

66% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $63.1M

Holders
285
Holders Change
-19
Holders Change %
-6.25%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
93
Reduced
95
Closed
56
Calls
$21.6M
Puts
$63.1M
Net Calls
-$41.5M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
251
EverSource Wealth Advisors
Alabama
$4.44K +$2.23K +270 +78%
HGWM
252
Harvest Group Wealth Management
Massachusetts
$4.39K +$2.28K +276 +83%
CIA
253
Cape Investment Advisory
Georgia
$4.23K +$4.86K +588 New
CA
254
Crewe Advisors
Utah
$3.81K
SC
255
Schubert & Co
Texas
$3.8K +$132 +16 +3%
CWC
256
Carolinas Wealth Consulting
North Carolina
$3.54K +$488 +59 +14%
KFP
257
KB Financial Partners
New Jersey
$3K
BAM
258
Byrne Asset Management
New Jersey
$3K +$3.64K +440 New
BIA
259
Bell Investment Advisors
California
$2.75K
Federated Hermes
260
Federated Hermes
Pennsylvania
$2.68K +$3.08K +373 New
Axa
261
Axa
France
$2.51K
ASN
262
Advisory Services Network
Georgia
$2.32K -$5.79K -701 -68%
TAIM
263
TD Ameritrade Investment Management
Nebraska
$2K -$5.57K -674 -70%
EWM
264
Endurance Wealth Management
Rhode Island
$2K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$1.72K +$1.98K +239 New
FCA
266
Fortis Capital Advisors
Kansas
$1.44K +$1.65K +200 New
AAS
267
Ameritas Advisory Services
Nebraska
$1.34K +$1.43K +173 New
BWM
268
Baystate Wealth Management
Massachusetts
$1.34K +$1.54K +186 New
PFBT
269
Parkside Financial Bank & Trust
Missouri
$1.22K
SCA
270
Stonebridge Capital Advisors
Minnesota
$1.02K
HGERS
271
Householder Group Estate & Retirement Specialist
Arizona
$1K
SFG
272
Steward Financial Group
Texas
$1K +$1.27K +154 New
FSWA
273
Financial Synergies Wealth Advisors
Texas
$921
CWA
274
Clearview Wealth Advisors
Oregon
$791
MHR
275
Matthew Hamilton Rosenberg
$460

BCS Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q1 2023, worth a combined $951M — down 1.5% from $965M a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BCS and 43 opened new positions — a net loss of 13 holders — while 95 trimmed existing stakes and 93 added.

The largest buyer was Jane Street, opening a new position worth an estimated $35.2M. The largest seller was Lazard Asset Management, cutting an estimated $64.8M.

  • 285 institutional investors held Barclays (BCS) as of Q1 2023, down from 304 in Q4 2022.
  • Funds reported $951M of Barclays stock for Q1 2023, down 1.5% quarter-over-quarter.
  • 43 funds opened new Barclays positions in Q1 2023 and 56 closed out, a net change of -13 holders.
  • The largest Barclays buyer in Q1 2023 was Jane Street, an estimated $35.2M added.
  • The largest Barclays seller in Q1 2023 was Lazard Asset Management, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2023.