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Barclays
BCS

Overview Fund Activity

211 hedge funds and large institutions have $1.66B invested in Barclays in 2014 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 46 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
6.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
36
Increased
91
Reduced
46
Closed
25
Calls
$97.3M
Puts
$471M
Net Calls
-$374M
Net Calls Change
-$348M

Top Buyers

1
SI
Scout Investments
Missouri
$166M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$292M
3
CPM
Chesapeake Partners Management
Maryland
$17.2M
4
CI
Cambiar Investors
Colorado
$36.1M
5
OHA
Oak Hill Advisors
New York
$14.1M

Top Sellers

1
SM
Seminole Management
New York
$15.9M
2
Two Sigma Investments
Two Sigma Investments
New York
$0
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$208M
4
MAA
Managed Account Advisors
New Jersey
$53.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$9.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
AP
151
Advisor Partners
California
$182K -$8.91K -612 -5%
OA
152
OFI Advisors
Pennsylvania
$180K +$7.11K +490 +4%
SCM
153
Shelton Capital Management
Colorado
$172K – – –
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$172K +$12.1K +834 +8%
CIP
155
Convergence Investment Partners
Florida
$169K -$32.7K -2,252 -16%
DAM
156
Deltec Asset Management
New York
$157K – – –
RHBC
157
R.H. Bluestein & Co
Michigan
$157K – – –
KJHP
158
K.J. Harrison & Partners
Ontario, Canada
$156K – – –
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$153K +$118K +7,865 +340%
ST
160
Smithfield Trust
Pennsylvania
$152K -$11.2K -773 -7%
Creative Planning
161
Creative Planning
Kansas
$122K – – –
CS
162
Credential Securities
$121K +$121K +8,350 New
Barclays
163
Barclays
United Kingdom
$96K +$96K +6,939 +346,950%
TFCP
164
Twin Focus Capital Partners
Massachusetts
$68K +$68K +18,945 New
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$59K +$5.68K +389 +11%
WRM
166
Westport Resources Management
Connecticut
$53K – – –
MFS
167
MSI Financial Services
Massachusetts
$49K +$14.6K +1,013 +43%
ACMI
168
Amida Capital Management II
New York
$38K +$38K +2,639 New
ACS
169
Archford Capital Strategies
Illinois
$28.8K +$28.8K +1,980 New
LIA
170
LS Investment Advisors
Michigan
$28K +$375 +26 +1%
ACM
171
Antonetti Capital Management
Florida
$24K – – –
KT
172
Kanaly Trust
Texas
$23K +$9.25K +650 +67%
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
CTC
174
Central Trust Company
Missouri
$22K +$2.99K +202 +16%
Schroder Investment Management Group
175
Schroder Investment Management Group
United Kingdom
$21.3K – – –
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7
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