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Barclays

244 hedge funds and large institutions have $1.18B invested in Barclays in 2017 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 80 increasing their positions, 72 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 35

11% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 72

9% more capital invested

Capital invested by funds: $1.09B → $1.18B (+$95.6M)

5% more funds holding

Funds holding: 232244 (+12)

0.02% more ownership

Funds ownership: 0.65%0.67% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

79% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $73.8M

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
5.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
48
Increased
80
Reduced
72
Closed
35
Calls
$15.2M
Puts
$73.8M
Net Calls
-$58.6M
Net Calls Change
-$41.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
176
Global Retirement Partners
California
$109K +$102K +10,460 New
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$82K +$54.4K +5,610 +253%
SWP
178
Stratos Wealth Partners
Ohio
$78K +$72.7K +7,487 New
HFP
179
Holistic Financial Partners
Indiana
$56K +$52K +5,355 New
AF
180
Allworth Financial
California
$55K +$44.5K +4,587 +713%
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$54K -$8.58K -884 -15%
Manulife (Manufacturers Life Insurance)
182
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47K +$14.8K +1,526 +51%
FWM
183
Focused Wealth Management
New York
$42K
Carson Wealth (CWM LLC)
184
Carson Wealth (CWM LLC)
Nebraska
$41K
RFC
185
Regions Financial Corp
Alabama
$41K +$38.1K +3,926 New
IWM
186
IHT Wealth Management
Illinois
$37K -$1.39K -143 -4%
CMO
187
Covenant Multifamily Offices
Texas
$36K +$33.4K +3,442 New
PCP
188
Proficio Capital Partners
Massachusetts
$34K +$262 +27 +0.8%
PMFA
189
Plante Moran Financial Advisors
Michigan
$33K +$30.5K +3,138 New
CFG
190
Citizens Financial Group
Rhode Island
$31K -$14.6K -1,501 -33%
EDRH
191
Edmond de Rothschild Holding
Switzerland
$29K
OIA
192
OneDigital Investment Advisors
Kansas
$27K
JWA
193
JFS Wealth Advisors
Pennsylvania
$26K +$243 +25 +1%
GBT
194
Grove Bank & Trust
Florida
$24K -$39.9K -4,111 -64%
SWM
195
SeaCrest Wealth Management
New York
$23K +$21.1K +2,178 New
ACM
196
AUA Capital Management
Pennsylvania
$22K
THWM
197
Taylor Hoffman Wealth Management
Virginia
$22K +$20.3K +2,092 New
HDIM
198
Hanson & Doremus Investment Management
Vermont
$21K -$6.39K -659 -24%
LIA
199
LS Investment Advisors
Michigan
$21K
LFA
200
Legacy Financial Advisors
Kentucky
$17K +$16.3K +1,683 New

BCS Hedge Fund Activity: Q4 2017 in Review

244 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2017, worth a combined $1.18B — up 8.8% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new BCS positions and 35 closed out — a net gain of 13 holders — while 80 added to existing stakes and 72 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $59.1M. The largest seller was Arrowstreet Capital, cutting an estimated $51.6M.

  • 244 institutional investors held Barclays (BCS) as of Q4 2017, up from 232 in Q3 2017.
  • Funds reported $1.18B of Barclays stock for Q4 2017, up 8.8% quarter-over-quarter.
  • 48 funds opened new Barclays positions in Q4 2017 and 35 closed out, a net change of +13 holders.
  • The largest Barclays buyer in Q4 2017 was Deutsche Bank, an estimated $59.1M added.
  • The largest Barclays seller in Q4 2017 was Arrowstreet Capital, an estimated $51.6M sold.

Based on aggregated 13F filings for Q4 2017.