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Barclays

225 hedge funds and large institutions have $893M invested in Barclays in 2021 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 62 increasing their positions, 66 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more call options, than puts

Call options by funds: $33.9M | Put options by funds: $17.4M

32% more capital invested

Capital invested by funds: $675M → $893M (+$218M)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

0% more funds holding

Funds holding: 224225 (+1)

0.02% more ownership

Funds ownership: 0.49%0.51% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

6% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 66

Holders
225
Holders Change
+1
Holders Change %
+0.45%
% of All Funds
3.95%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
44
Increased
62
Reduced
66
Closed
39
Calls
$33.9M
Puts
$17.4M
Net Calls
+$16.6M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
EARNEST Partners
51
EARNEST Partners
Georgia
$1.75M +$768K +87,615 +104%
FCH
52
Freestone Capital Holdings
Washington
$1.5M -$154K -17,513 -11%
Geode Capital Management
53
Geode Capital Management
Massachusetts
$1.44M -$1.56K -178 -0.1%
Truist Financial
54
Truist Financial
North Carolina
$1.41M -$404K -46,051 -25%
AC
55
Apogem Capital
New York
$1.3M +$4.45M +507,258 New
CP
56
Covenant Partners
Tennessee
$1.3M
Stifel Financial
57
Stifel Financial
Missouri
$1.22M +$169K +19,288 +19%
Citigroup
58
Citigroup
New York
$1.2M -$613K -69,987 -37%
OSAM
59
O'Shaughnessy Asset Management
Connecticut
$1.2M +$560K +63,907 +121%
Barclays
60
Barclays
United Kingdom
$1.12M
US Bancorp
61
US Bancorp
Minnesota
$1.01M -$22.6K -2,580 -3%
LNWWM
62
Laird Norton Wetherby Wealth Management
California
$984K -$7.42K -846 -0.9%
RJFSA
63
Raymond James Financial Services Advisors
Florida
$886K -$70.9K -8,093 -9%
AWM
64
Altium Wealth Management
New York
$886K -$23.6K -2,693 -3%
HFS
65
Hantz Financial Services
Michigan
$881K +$755K +86,160 New
AP
66
Advisor Partners
California
$772K -$5.29K -603 -0.8%
LPL Financial
67
LPL Financial
California
$706K -$22.5K -2,564 -4%
MML Investors Services
68
MML Investors Services
Massachusetts
$705K +$65.5K +7,470 +12%
CSS
69
Cubist Systematic Strategies
Connecticut
$701K +$380K +43,354 +172%
Bank of Nova Scotia
70
Bank of Nova Scotia
Ontario, Canada
$687K -$189K -21,581 -24%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$680K -$2.73M -312,014 -82%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$677K +$6.22K +710 +1%
PA
73
Profund Advisors
Maryland
$670K +$20.3K +2,313 +4%
Arrowstreet Capital
74
Arrowstreet Capital
Massachusetts
$658K -$1.55M -176,706 -73%
RWM
75
Ritholtz Wealth Management
New York
$644K +$310K +35,328 +128%

BCS Hedge Fund Activity: Q1 2021 in Review

225 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q1 2021, worth a combined $893M — up 32% from $675M a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new BCS positions and 39 closed out — a net gain of 5 holders — while 62 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $48.6M. The largest seller was Advisory Research, cutting an estimated $23.3M.

  • 225 institutional investors held Barclays (BCS) as of Q1 2021, up from 224 in Q4 2020.
  • Funds reported $893M of Barclays stock for Q1 2021, up 32% quarter-over-quarter.
  • 44 funds opened new Barclays positions in Q1 2021 and 39 closed out, a net change of +5 holders.
  • The largest Barclays buyer in Q1 2021 was Bank of America, an estimated $48.6M added.
  • The largest Barclays seller in Q1 2021 was Advisory Research, an estimated $23.3M sold.

Based on aggregated 13F filings for Q1 2021.