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Barclays

287 hedge funds and large institutions have $1.04B invested in Barclays in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $951M → $1.04B (+$86.7M)

1% more funds holding

Funds holding: 285287 (+2)

0.01% more ownership

Funds ownership: 0.84%0.85% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

46% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $44.6M

Holders
287
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
96
Reduced
84
Closed
39
Calls
$23.9M
Puts
$44.6M
Net Calls
-$20.6M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
EBA
251
Eagle Bay Advisors
New York
$6K
MA
252
Montag & Associates
Georgia
$5.93K
CCA
253
Column Capital Advisors
Indiana
$5.85K
GWS
254
Glassman Wealth Services
Virginia
$5.81K +$534 +69 +10%
HWA
255
HHM Wealth Advisors
Tennessee
$4.89K
CA
256
Crewe Advisors
Utah
$4.3K +$139 +18 +3%
KFP
257
KB Financial Partners
New Jersey
$4K
BG
258
Bollard Group
Massachusetts
$4K +$3.5K +452 New
CWC
259
Carolinas Wealth Consulting
North Carolina
$3.71K -$155 -20 -4%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$3.38K +$2.02K +261 +154%
LFG
261
Larson Financial Group
Missouri
$3.14K +$3.1K +400 New
BIA
262
Bell Investment Advisors
California
$3.01K
EWM
263
Endurance Wealth Management
Rhode Island
$3K
GKIM
264
GW&K Investment Management
Massachusetts
$3K +$2.8K +362 New
Federated Hermes
265
Federated Hermes
Pennsylvania
$2.93K
EWA
266
EverSource Wealth Advisors
Alabama
$2.5K -$2.31K -299 -48%
TAIM
267
TD Ameritrade Investment Management
Nebraska
$2K
Axa
268
Axa
France
$1.97K -$766 -99 -28%
CAS
269
Coppell Advisory Solutions
Texas
$1.92K +$1.92K +248 New
M
270
MOTCO
Texas
$1.76K +$1.73K +224 New
BWM
271
Baystate Wealth Management
Massachusetts
$1.46K
CPG
272
Cornerstone Planning Group
New Jersey
$1.17K +$1.15K +149 New
FSWA
273
Financial Synergies Wealth Advisors
Texas
$1.01K
TSWM
274
Tyler-Stone Wealth Management
Ohio
$1K +$720 +93 New
CWA
275
Clearview Wealth Advisors
Oregon
$865

BCS Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q2 2023, worth a combined $1.04B — up 9.1% from $951M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BCS positions and 39 closed out — a net gain of 4 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $22.9M. The largest seller was Jane Street, exiting entirely with an estimated $30.6M sold.

  • 287 institutional investors held Barclays (BCS) as of Q2 2023, up from 285 in Q1 2023.
  • Funds reported $1.04B of Barclays stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 43 funds opened new Barclays positions in Q2 2023 and 39 closed out, a net change of +4 holders.
  • The largest Barclays buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $22.9M added.
  • The largest Barclays seller in Q2 2023 was Jane Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2023.