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Barclays

323 hedge funds and large institutions have $1.7B invested in Barclays in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 146 increasing their positions, 70 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 70

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

29% more capital invested

Capital invested by funds: $1.31B → $1.7B (+$386M)

21% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $37.6M

8% more funds holding

Funds holding: 300323 (+23)

0.09% more ownership

Funds ownership: 1.1%1.19% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
323
Holders Change
+23
Holders Change %
+7.67%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
146
Reduced
70
Closed
33
Calls
$45.4M
Puts
$37.6M
Net Calls
+$7.72M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
AW
301
Avion Wealth
Texas
$2K
HGERS
302
Householder Group Estate & Retirement Specialist
Arizona
$1.83K
JFGIW
303
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.64K
CFO
304
CVA Family Office
Colorado
$1.41K
NA
305
NewEdge Advisors
Louisiana
$1.23K -$1.01K -123 -49%
Axa
306
Axa
France
$1.22K -$991 -121 -48%
FSWA
307
Financial Synergies Wealth Advisors
Texas
$1.21K
GWM
308
Geneos Wealth Management
Colorado
$1.19K
CPG
309
Cornerstone Planning Group
New Jersey
$1.07K +$852 +104 New
TSWM
310
Tyler-Stone Wealth Management
Ohio
$879
TPCW
311
TD Private Client Wealth
New York
$690 +$287 +35 +92%
SPIA
312
Steward Partners Investment Advisory
New York
$671 +$442 +54 +318%
CAM
313
ClariVest Asset Management
California
$622
MHR
314
Matthew Hamilton Rosenberg
$595
PWA
315
Provenance Wealth Advisors
Florida
$576
WWP
316
WR Wealth Planners
Missouri
$529 +$459 +56 New
AWM
317
Abound Wealth Management
Tennessee
$464 -$57 -7 -13%
FRA
318
Front Row Advisors
California
$428 +$360 +44 New
GI
319
Gradient Investments
Minnesota
$378 -$1.18K -144 -78%
HIA
320
Harbor Investment Advisory
Maryland
$340 +$295 +36 New
SWM
321
Sugarloaf Wealth Management
Georgia
$199
MA
322
MCF Advisors
Kentucky
$98 +$82 +10 New
Federated Hermes
323
Federated Hermes
Pennsylvania
$5 +$8 +1 New
CS
324
Credit Suisse
Switzerland
-$2.31M -292,648 Closed
TSS
325
Two Sigma Securities
New York
-$2.23M -282,881 Closed