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Barclays

350 hedge funds and large institutions have $2.02B invested in Barclays in 2024 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 154 increasing their positions, 99 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+27
Holders Change %
+8.36%
% of All Funds
5.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
51
Increased
154
Reduced
99
Closed
21
Calls
$51.3M
Puts
$65.2M
Net Calls
-$14M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Shares
Change %
MG
326
Mather Group
Illinois
$2.23K -$1.24K -131 -36%
AEPWM
327
Atlantic Edge Private Wealth Management
Florida
$2.14K +$2.14K +200 New
CPG
328
Cornerstone Planning Group
New Jersey
$2.04K +$943 +89 +86%
HWM
329
HighMark Wealth Management
Minnesota
$1.83K +$1.83K +171 New
VWM
330
Venturi Wealth Management
Texas
$1.63K +$1.63K +152 New
CFO
331
CVA Family Office
Colorado
$1.6K
Axa
332
Axa
France
$1.38K
GWM
333
Geneos Wealth Management
Colorado
$1.35K
DF
334
Dunhill Financial
United Kingdom
$1.31K
AW
335
Avion Wealth
Texas
$1K
TSWM
336
Tyler-Stone Wealth Management
Ohio
$996
NA
337
NewEdge Advisors
Louisiana
$728 -$664 -62 -48%
CAM
338
ClariVest Asset Management
California
$705
MHR
339
Matthew Hamilton Rosenberg
$696
PWA
340
Provenance Wealth Advisors
Florida
$653
WWP
341
WR Wealth Planners
Missouri
$600
MFG
342
Mendota Financial Group
Wisconsin
$600 +$600 +56 New
Kayne Anderson Rudnick Investment Management
343
Kayne Anderson Rudnick Investment Management
California
$546 +$546 +51 New
AWM
344
Abound Wealth Management
Tennessee
$525
FRA
345
Front Row Advisors
California
$471
GI
346
Gradient Investments
Minnesota
$268 -$161 -15 -38%
SWM
347
Sugarloaf Wealth Management
Georgia
$161 -$64 -6 -29%
MA
348
MCF Advisors
Kentucky
$108
RS
349
Rakuten Securities
Japan
$11 +$11 +1 New
APG Asset Management
350
APG Asset Management
Netherlands
-$15M -1,719,000 Closed