Barclays
300 hedge funds and large institutions have $1.31B invested in Barclays in 2023 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 91 increasing their positions, 110 reducing their positions, and 32 closing their positions.
75% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 32
30% more call options, than puts
Call options by funds: $52.9M | Put options by funds: $40.6M
27% more capital invested
Capital invested by funds: $1.03B → $1.31B (+$276M)
6% more funds holding
Funds holding: 282 → 300 (+18)
0.23% more ownership
Funds ownership: 0.87% → 1.1% (+0.23%)
17% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 110
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$88.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$49.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$47.8M |
| 4 |
Two Sigma Investments
New York
|
+$42.6M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$25.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$18.3M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$16.5M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$12.7M |
| 4 |
Goldman Sachs
New York
|
-$9.79M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$7.53M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QP
326
Quilter Plc
London,
United Kingdom
| – | -$791K | -650 | Closed |
|
327
Federated Hermes
Pittsburgh,
Pennsylvania
| – | -$2.91K | -373 | Closed |
|
|
SCA
328
Stonebridge Capital Advisors
St Paul,
Minnesota
| – | -$2.3K | -295 | Closed |
|
|
GJIA
329
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| – | -$483 | -62 | Closed |
|
|
WWP
330
WR Wealth Planners
Columbia,
Missouri
| – | -$436 | -56 | Closed |
|
|
FRA
331
Front Row Advisors
Tiburon,
California
| – | -$343 | -44 | Closed |
|
|
CSC
332
Caldwell Sutter Capital
Sausalito,
California
| – | -$16 | -2 | Closed |
|
BCS Hedge Fund Activity: Q4 2023 in Review
300 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2023, worth a combined $1.31B — up 27% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BCS positions and 32 closed out — a net gain of 24 holders — while 91 added to existing stakes and 110 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $88.2M. The largest seller was Dimensional Fund Advisors, cutting an estimated $18.3M.
- 300 institutional investors held Barclays (BCS) as of Q4 2023, up from 282 in Q3 2023.
- Funds reported $1.31B of Barclays stock for Q4 2023, up 27% quarter-over-quarter.
- 56 funds opened new Barclays positions in Q4 2023 and 32 closed out, a net change of +24 holders.
- The largest Barclays buyer in Q4 2023 was Morgan Stanley, an estimated $88.2M added.
- The largest Barclays seller in Q4 2023 was Dimensional Fund Advisors, an estimated $18.3M sold.
Based on aggregated 13F filings for Q4 2023.