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Barclays

287 hedge funds and large institutions have $1.04B invested in Barclays in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $951M → $1.04B (+$86.7M)

1% more funds holding

Funds holding: 285287 (+2)

0.01% more ownership

Funds ownership: 0.84%0.85% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

46% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $44.6M

Holders
287
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
96
Reduced
84
Closed
39
Calls
$23.9M
Puts
$44.6M
Net Calls
-$20.6M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
151
Financial Counselors Inc
Kansas
$223K
Citigroup
152
Citigroup
New York
$215K -$1.76M -227,595 -89%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$211K -$69.7K -9,000 -25%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$207K +$15.1K +1,950 +8%
SWM
155
Spire Wealth Management
Virginia
$206K -$208K -26,900 -51%
CG
156
Caprock Group
Idaho
$198K +$21.4K +2,768 +12%
SI
157
Stephens Inc
Arkansas
$197K -$26.6K -3,439 -12%
Franklin Resources
158
Franklin Resources
California
$197K -$13.7K -1,768 -7%
Prudential Financial
159
Prudential Financial
New Jersey
$195K +$7.32K +946 +4%
WA
160
Wealth Architects
California
$193K -$24K -3,100 -11%
LCGC
161
Legacy Capital Group California
California
$188K +$33.1K +4,272 +22%
M&T Bank
162
M&T Bank
New York
$187K -$6.08K -786 -3%
SFA
163
Sequoia Financial Advisors
Ohio
$178K +$9.82K +1,269 +6%
KAS
164
Kestra Advisory Services
Texas
$177K -$19.9K -2,574 -10%
SCA
165
Snowden Capital Advisors
New York
$173K +$30.8K +3,977 +22%
SW
166
SVB Wealth
Massachusetts
$170K +$67.3K +8,697 +67%
ACM
167
Aquatic Capital Management
Illinois
$170K +$167K +21,600 New
NA
168
NewEdge Advisors
Louisiana
$167K +$164K +21,205 New
KCM
169
Kathmere Capital Management
Pennsylvania
$165K +$162K +20,939 New
TYCC
170
Texas Yale Capital Corp
Florida
$161K
BC
171
Bridgefront Capital
Texas
$160K +$158K +20,373 New
MPI
172
Mairs & Power Inc
Minnesota
$157K
FFA
173
First Foundation Advisors
California
$157K +$155K +20,000 New
BPA
174
Beacon Pointe Advisors
California
$157K -$11.8K -1,528 -7%
BCPWM
175
Bradley & Co Private Wealth Management
Florida
$151K -$77.4K -10,000 -34%

BCS Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q2 2023, worth a combined $1.04B — up 9.1% from $951M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BCS positions and 39 closed out — a net gain of 4 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $22.9M. The largest seller was Jane Street, exiting entirely with an estimated $30.6M sold.

  • 287 institutional investors held Barclays (BCS) as of Q2 2023, up from 285 in Q1 2023.
  • Funds reported $1.04B of Barclays stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 43 funds opened new Barclays positions in Q2 2023 and 39 closed out, a net change of +4 holders.
  • The largest Barclays buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $22.9M added.
  • The largest Barclays seller in Q2 2023 was Jane Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2023.