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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
Holders
285
Holders Change
-19
Holders Change %
-6.25%
% of All Funds
4.56%
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
Shares
Change %
EWA
251
EverSource Wealth Advisors
Alabama
$4.44K +$1.94K +270 +78%
HGWM
252
Harvest Group Wealth Management
Massachusetts
$4.39K +$1.98K +276 +83%
CIA
253
Cape Investment Advisory
Georgia
$4.23K +$4.23K +588 New
CA
254
Crewe Advisors
Utah
$3.81K
SC
255
Schubert & Co
Texas
$3.8K +$115 +16 +3%
CWC
256
Carolinas Wealth Consulting
North Carolina
$3.54K +$424 +59 +14%
KFP
257
KB Financial Partners
New Jersey
$3K
BAM
258
Byrne Asset Management
New Jersey
$3K +$3K +440 New
BIA
259
Bell Investment Advisors
California
$2.75K
Federated Hermes
260
Federated Hermes
Pennsylvania
$2.68K +$2.68K +373 New
Axa
261
Axa
France
$2.51K
ASN
262
Advisory Services Network
Georgia
$2.32K -$5.04K -701 -68%
TAIM
263
TD Ameritrade Investment Management
Nebraska
$2K -$4.66K -674 -70%
EWM
264
Endurance Wealth Management
Rhode Island
$2K
FMII
265
Farmers & Merchants Investments Inc
Nebraska
$1.72K +$1.72K +239 New
FCA
266
Fortis Capital Advisors
Kansas
$1.44K +$1.44K +200 New
AAS
267
Ameritas Advisory Services
Nebraska
$1.34K +$1.34K +173 New
BWM
268
Baystate Wealth Management
Massachusetts
$1.34K +$1.34K +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 +$1K +154 New
FSWA
273
Financial Synergies Wealth Advisors
Texas
$921
CWA
274
Clearview Wealth Advisors
Oregon
$791
MHR
275
Matthew Hamilton Rosenberg
$460