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Barclays
BCS

201 hedge funds and large institutions have $1.74B invested in Barclays in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 40

19% more capital invested

Capital invested by funds: $1.46B → $1.74B (+$276M)

10% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 30

0.37% more ownership

Funds ownership: 3.26% → 3.63% (+0.37%)

0% less funds holding

Funds holding: 202 → 201 (-1)

50% less call options, than puts

Call options by funds: $26.6M | Put options by funds: $52.7M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
201
Holders Change
-1
Holders Change %
-0.5%
% of All Funds
5.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
33
Increased
104
Reduced
40
Closed
30
Calls
$26.6M
Puts
$52.7M
Net Calls
-$26.1M
Net Calls Change
+$1.71M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$64.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$50M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$38.3M
4
SM
Seminole Management
New York
+$35.1M
5
Neuberger Berman Group
Neuberger Berman Group
New York
+$19M

Top Sellers

Rank Fund Capital Flow
1
BA
BlackRock Advisors
Delaware
-$89.5M
2
IG
ING Group
Netherlands
-$39.7M
3
Citigroup
Citigroup
New York
-$16M
4
Fidelity International
Fidelity International
Bermuda
-$12.6M
5
ACG
Anchorage Capital Group
New York
-$8.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$3.38M +$482K +30,420 +18%
Aristotle Capital Management
52
Aristotle Capital Management
California
$3.3M +$278K +17,553 +10%
LM
53
Lincluden Management
Ontario, Canada
$3.27M +$237K +14,951 +8%
TD Asset Management
54
TD Asset Management
Ontario, Canada
$2.89M +$577K +36,415 +27%
CIBC World Market
55
CIBC World Market
Ontario, Canada
$2.75M -$7.67K -484 -0.3%
CS
56
Credit Suisse
Switzerland
$2.73M +$2.03M +128,297 +370%
Citadel Advisors
57
Citadel Advisors
Florida
$2.68M +$2.53M +159,723 New
RFC
58
Russell Frank Company
Washington
$2.23M +$2.12M +133,987 New
1IC
59
1919 Investment Counsel
Maryland
$2.13M +$152K +9,618 +8%
PI
60
Placemark Investments
Illinois
$2.06M +$250K +15,786 +15%
HT
61
HAP Trading
New York
$2.05M +$143K +9,045 +8%
BTS
62
BB&T Securities
Virginia
$2.03M +$192K +12,129 New
PA
63
Profund Advisors
Maryland
$2.02M +$238K +15,057 +14%
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$2.02M +$655K +41,375 +52%
US Bancorp
65
US Bancorp
Minnesota
$1.88M +$294K +18,576 +20%
Jane Street
66
Jane Street
New York
$1.81M +$1.71M +108,053 New
AAM
67
Advisors Asset Management
Colorado
$1.65M +$117K +7,358 +8%
Parallax Volatility Advisers
68
Parallax Volatility Advisers
California
$1.52M -$400K -25,270 -22%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$1.47M +$1.39M +87,641 New
RFC
70
Regions Financial Corp
Alabama
$1.47M +$556K +35,098 +67%
PSUF
71
People's United Financial
Connecticut
$1.35M +$573K +36,186 +82%
Ameriprise
72
Ameriprise
Minnesota
$1.34M +$54.8K +3,462 +5%
SIM
73
SSI Investment Management
California
$1.33M +$849K +53,619 +210%
SM
74
Senvest Management
New York
$1.32M +$1.24M +78,574 New
WFM
75
Wilmington Funds Management
Delaware
$1.29M +$144K +9,068 +13%
1 2
3
4 5

BCS Hedge Fund Activity: Q4 2013 in Review

201 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2013, worth a combined $1.74B — up 19% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new BCS positions and 30 closed out — a net gain of 3 holders — while 104 added to existing stakes and 40 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $64.6M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $89.5M sold.

  • 201 institutional investors held Barclays (BCS) as of Q4 2013, down from 202 in Q3 2013.
  • Funds reported $1.74B of Barclays stock for Q4 2013, up 19% quarter-over-quarter.
  • 33 funds opened new Barclays positions in Q4 2013 and 30 closed out, a net change of +3 holders.
  • The largest Barclays buyer in Q4 2013 was Fidelity Investments, an estimated $64.6M added.
  • The largest Barclays seller in Q4 2013 was BlackRock Advisors, an estimated $89.5M sold.

Based on aggregated 13F filings for Q4 2013.