Barclays
217 hedge funds and large institutions have $1.47B invested in Barclays in 2014 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 93 increasing their positions, 56 reducing their positions, and 27 closing their positions.
66% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 56
22% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 27
3% more funds holding
Funds holding: 211 → 217 (+6)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.11% less ownership
Funds ownership: 1.81% → 1.7% (-0.11%)
11% less capital invested
Capital invested by funds: $1.66B → $1.47B (-$187M)
84% less call options, than puts
Call options by funds: $146M | Put options by funds: $889M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OHA
Oak Hill Advisors
New York
|
+$32.5M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$20M |
| 3 |
JP Morgan Chase
New York
|
+$16.6M |
| 4 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$14.3M |
| 5 |
Franklin Resources
San Mateo,
California
|
+$7.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$94.5M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$51.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$20.4M |
| 4 |
SM
Seminole Management
New York
|
-$15.9M |
| 5 |
Neuberger Berman Group
New York
|
-$12.6M |
BCS Hedge Fund Activity: Q2 2014 in Review
217 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q2 2014, worth a combined $1.47B — down 11% from $1.66B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BCS positions and 27 closed out — a net gain of 6 holders — while 93 added to existing stakes and 56 trimmed.
The largest buyer was Oak Hill Advisors, adding an estimated $32.5M. The largest seller was Fidelity Investments, cutting an estimated $94.5M.
- 217 institutional investors held Barclays (BCS) as of Q2 2014, up from 211 in Q1 2014.
- Funds reported $1.47B of Barclays stock for Q2 2014, down 11% quarter-over-quarter.
- 33 funds opened new Barclays positions in Q2 2014 and 27 closed out, a net change of +6 holders.
- The largest Barclays buyer in Q2 2014 was Oak Hill Advisors, an estimated $32.5M added.
- The largest Barclays seller in Q2 2014 was Fidelity Investments, an estimated $94.5M sold.
Based on aggregated 13F filings for Q2 2014.