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Barclays

243 hedge funds and large institutions have $880M invested in Barclays in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 75 increasing their positions, 131 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $817M → $880M (+$62.7M)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

0% more funds holding

Funds holding: 243243 (0)

0.01% less ownership

Funds ownership: 0.66%0.66% (-0.01%)

4% less call options, than puts

Call options by funds: $22.6M | Put options by funds: $23.5M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

43% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 131

Holders
243
Holders Change
Holders Change %
0%
% of All Funds
5.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
75
Reduced
131
Closed
33
Calls
$22.6M
Puts
$23.5M
Net Calls
-$914K
Net Calls Change
+$9.97M
Name Holding Trade Value Shares
Change
Change in
Stake
HAG
101
HighPoint Advisor Group
Illinois
$300K -$64K -7,962 -18%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$293K +$7.61K +947 +3%
William Blair & Company
103
William Blair & Company
Illinois
$292K -$7.29K -908 -2%
DP
104
Dearborn Partners
Illinois
$287K +$37.3K +4,639 +15%
MNBTD
105
Moody National Bank Trust Division
Texas
$282K -$9.5K -1,182 -3%
ANI
106
American National Insurance
Texas
$277K -$6.92K -861 -2%
SCP
107
Stamos Capital Partners
California
$257K +$246K +30,633 New
IRC
108
Investors Research Corp
Georgia
$254K -$10.6K -1,314 -4%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$249K -$125K -15,599 -33%
AG
110
Advisor Group
Arizona
$245K -$93.2K -11,596 -27%
SCM
111
Sterling Capital Management
North Carolina
$244K +$15.1K +1,878 +6%
FAAS
112
First Allied Advisory Services
California
$243K -$723 -90 -0.3%
Mariner
113
Mariner
Kansas
$243K +$546 +68 +0.2%
UCFA
114
United Capital Financial Advisors
Texas
$242K +$9.46K +1,177 +4%
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
$241K -$6.02K -749 -2%
Arrowstreet Capital
116
Arrowstreet Capital
Massachusetts
$240K -$16.4M -2,042,455 -99%
PWPS
117
Pinnacle Wealth Planning Services
Ohio
$237K +$132K +16,426 +118%
PIC
118
Portland Investment Counsel
Ontario, Canada
$235K -$98.3K -12,236 -29%
EARNEST Partners
119
EARNEST Partners
Georgia
$231K -$6.87K -855 -3%
AI
120
Atria Investments
North Carolina
$218K +$129K +16,112 +137%
WTC
121
WhitTier Trust Company
Nevada
$209K -$14.9K -1,851 -6%
GIA
122
GHP Investment Advisors
Colorado
$209K -$5.21K -649 -2%
RWM
123
RBA Wealth Management
California
$197K +$191K +23,832 New
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$194K +$27.4K +3,406 +16%
Hotchkis & Wiley Capital Management
125
Hotchkis & Wiley Capital Management
California
$192K -$17.4K -2,165 -8%

BCS Hedge Fund Activity: Q1 2019 in Review

243 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q1 2019, worth a combined $880M — up 7.7% from $817M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BCS positions and 33 closed out — a net gain of 3 holders — while 75 added to existing stakes and 131 trimmed.

The largest buyer was DRW Securities, opening a new position worth an estimated $19.9M. The largest seller was Eagle Capital Management (New York), cutting an estimated $64.3M.

  • 243 institutional investors held Barclays (BCS) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $880M of Barclays stock for Q1 2019, up 7.7% quarter-over-quarter.
  • 36 funds opened new Barclays positions in Q1 2019 and 33 closed out, a net change of +3 holders.
  • The largest Barclays buyer in Q1 2019 was DRW Securities, an estimated $19.9M added.
  • The largest Barclays seller in Q1 2019 was Eagle Capital Management (New York), an estimated $64.3M sold.

Based on aggregated 13F filings for Q1 2019.