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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
WWP
276
WR Wealth Planners
Missouri
$403 +$463 +56 New
FFA
277
Farther Finance Advisors
California
$360
GFWA
278
Grey Fox Wealth Advisors
Delaware
$331
Kayne Anderson Rudnick Investment Management
279
Kayne Anderson Rudnick Investment Management
California
$209 +$240 +29 New
SWM
280
Sugarloaf Wealth Management
Georgia
$149 -$58 -7 -26%
Commonwealth Equity Services
281
Commonwealth Equity Services
Massachusetts
$123 -$270K -32,631 -66%
SPIA
282
Steward Partners Investment Advisory
New York
$122
CT
283
Cambridge Trust
Massachusetts
$65
Renaissance Technologies
284
Renaissance Technologies
New York
-$9.41M -1,206,286 Closed
Susquehanna International Group
285
Susquehanna International Group
Pennsylvania
-$8.48M -1,026,485 Closed
RFC
286
Regions Financial Corp
Alabama
-$1.66M -213,087 Closed
CCIA
287
Campbell & Co Investment Adviser
Maryland
-$1.45M -186,049 Closed
CHAM
288
Clear Harbor Asset Management
Connecticut
-$1.15M -147,290 Closed
Janney Montgomery Scott
289
Janney Montgomery Scott
Pennsylvania
-$1.12M -143,685 Closed
RWA
290
Redhawk Wealth Advisors
Minnesota
-$815K -104,541 Closed
MML Investors Services
291
MML Investors Services
Massachusetts
-$791K -101,355 Closed
EI
292
Ethic Inc
New York
-$743K -95,313 Closed
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
-$618K -79,260 Closed
CAM
294
Cresset Asset Management
Illinois
-$558K -71,584 Closed
Mercer Global Advisors
295
Mercer Global Advisors
Colorado
-$537K -68,788 Closed
SGA
296
Strategic Global Advisors
California
-$435K -55,778 Closed
EAM
297
Eagle Asset Management
Florida
-$423K -53,152 Closed
ACA
298
Atlas Capital Advisors
Wyoming
-$390K -49,938 Closed
TCM
299
Traynor Capital Management
Pennsylvania
-$384K -49,263 Closed
BAM
300
Blueshift Asset Management
New Jersey
-$311K -39,909 Closed

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.