Barclays
224 hedge funds and large institutions have $1.06B invested in Barclays in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 54 increasing their positions, 95 reducing their positions, and 42 closing their positions.
15% more capital invested
Capital invested by funds: $916M → $1.06B (+$140M)
1% less ownership
Funds ownership: 1.6% → 0.6% (-1%)
5% less funds holding
Funds holding: 236 → 224 (-12)
17% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 42
33% less call options, than puts
Call options by funds: $32.9M | Put options by funds: $49.2M
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
43% less repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 95
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$35.5M |
| 2 |
Jane Street
New York
|
+$28M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$11.9M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$11.8M |
| 5 |
Bank of New York Mellon
New York
|
+$9.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$60.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$52.9M |
| 3 |
BIP
Brandes Investment Partners
La Jolla,
California
|
-$11.9M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$8.44M |
| 5 |
OHA
Oak Hill Advisors
New York
|
-$6.98M |
BCS Hedge Fund Activity: Q4 2016 in Review
224 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2016, worth a combined $1.06B — up 15% from $916M a quarter earlier.
Sellers outnumbered buyers: 42 funds closed out of BCS and 35 opened new positions — a net loss of 7 holders — while 95 trimmed existing stakes and 54 added.
The largest buyer was JP Morgan Chase, adding an estimated $35.5M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $60.9M sold.
- 224 institutional investors held Barclays (BCS) as of Q4 2016, down from 236 in Q3 2016.
- Funds reported $1.06B of Barclays stock for Q4 2016, up 15% quarter-over-quarter.
- 35 funds opened new Barclays positions in Q4 2016 and 42 closed out, a net change of -7 holders.
- The largest Barclays buyer in Q4 2016 was JP Morgan Chase, an estimated $35.5M added.
- The largest Barclays seller in Q4 2016 was Arrowstreet Capital, an estimated $60.9M sold.
Based on aggregated 13F filings for Q4 2016.