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Barclays

282 hedge funds and large institutions have $1.03B invested in Barclays in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 101 increasing their positions, 85 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

19% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 85

0.02% more ownership

Funds ownership: 0.85%0.87% (+0.02%)

0% less capital invested

Capital invested by funds: $1.04B → $1.03B (-$3.23M)

6% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 34

2% less funds holding

Funds holding: 287282 (-5)

14% less call options, than puts

Call options by funds: $35.2M | Put options by funds: $41M

Holders
282
Holders Change
-5
Holders Change %
-1.74%
% of All Funds
4.48%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
32
Increased
101
Reduced
85
Closed
34
Calls
$35.2M
Puts
$41M
Net Calls
-$5.79M
Net Calls Change
+$14.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
51
Fisher Asset Management
Washington
$2.07M -$236K -30,420 -10%
RG
52
Rathbones Group
United Kingdom
$2.06M +$2.06M +265,860 New
Creative Planning
53
Creative Planning
Kansas
$1.94M +$158K +20,298 +9%
IWC
54
Integrated Wealth Concepts
Massachusetts
$1.89M +$97.1K +12,517 +5%
Rockefeller Capital Management
55
Rockefeller Capital Management
New York
$1.84M -$21.7K -2,801 -1%
ANTB
56
AMG National Trust Bank
Colorado
$1.74M +$1.73M +222,824 New
YIH
57
Y-Intercept (HK)
Hong Kong
$1.69M +$406K +52,254 +32%
JMPWA
58
JP Morgan Private Wealth Advisors
California
$1.65M +$136K +17,556 +9%
Walleye Trading
59
Walleye Trading
New York
$1.64M +$1.63M +210,424 New
HighTower Advisors
60
HighTower Advisors
Illinois
$1.6M +$1.58M +203,927 New
EARNEST Partners
61
EARNEST Partners
Georgia
$1.4M +$5.27K +679 +0.4%
LPL Financial
62
LPL Financial
California
$1.38M -$13.4K -1,721 -1%
RWM
63
Ritholtz Wealth Management
New York
$1.3M +$233K +30,004 +22%
QCM
64
QRG Capital Management
Illinois
$1.28M +$1.27M +163,928 New
UBS Group
65
UBS Group
Switzerland
$1.27M -$293K -37,802 -19%
Mariner
66
Mariner
Kansas
$1.24M -$69.5K -8,955 -5%
HAM
67
Hedges Asset Management
Nevada
$1.2M +$1.55K +200 +0.1%
Massachusetts Financial Services
68
Massachusetts Financial Services
Massachusetts
$1.17M +$151K +19,422 +15%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1.17M +$872K +112,362 +296%
MFG
70
MidWestOne Financial Group
Iowa
$1.15M -$348K -44,809 -23%
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$1.07M -$36.3K -4,682 -3%
Truist Financial
72
Truist Financial
North Carolina
$1.03M +$56.9K +7,327 +6%
NIG
73
NFJ Investment Group
Texas
$1.01M +$1.01M +129,932 New
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$1.01M +$1.01M +129,561 New
BCI
75
Brinker Capital Investments
Pennsylvania
$978K -$73.7K -9,493 -7%