We are live on ! Find out more
BCS icon

Barclays

243 hedge funds and large institutions have $817M invested in Barclays in 2018 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 56 increasing their positions, 97 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

0.19% less ownership

Funds ownership: 0.85%0.66% (-0.19%)

4% less funds holding

Funds holding: 253243 (-10)

13% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 54

34% less capital invested

Capital invested by funds: $1.24B → $817M (-$426M)

42% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 97

43% less call options, than puts

Call options by funds: $14.2M | Put options by funds: $25.1M

Holders
243
Holders Change
-10
Holders Change %
-3.95%
% of All Funds
5.41%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
47
Increased
56
Reduced
97
Closed
54
Calls
$14.2M
Puts
$25.1M
Net Calls
-$10.9M
Net Calls Change
+$13.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PCG
176
Private Capital Group
Connecticut
$46K +$47.4K +5,882 +1,181%
TRCT
177
Tower Research Capital (TRC)
New York
$44K -$154K -19,091 -76%
TAIM
178
TD Ameritrade Investment Management
Nebraska
$41K +$9.01K +1,118 +24%
IA
179
IFP Advisors
Florida
$29K -$21.8K -2,703 -40%
RFC
180
Regions Financial Corp
Alabama
$24K
Carson Wealth (CWM LLC)
181
Carson Wealth (CWM LLC)
Nebraska
$24K +$1.69K +210 +7%
FHB
182
First Hawaiian Bank
Hawaii
$21K -$1.53K -190 -6%
EDRH
183
Edmond de Rothschild Holding
Switzerland
$20K
JWA
184
JFS Wealth Advisors
Pennsylvania
$20K +$2.55K +316 +13%
PCP
185
Proficio Capital Partners
Massachusetts
$18K -$4.04K -502 -17%
OIA
186
OneDigital Investment Advisors
Kansas
$17K +$685 +85 +4%
SWM
187
SeaCrest Wealth Management
New York
$16K
FCA
188
FinTrust Capital Advisors
South Carolina
$16K +$18.2K +2,264 New
ACM
189
AUA Capital Management
Pennsylvania
$15K
HDIM
190
Hanson & Doremus Investment Management
Vermont
$15K
THWM
191
Taylor Hoffman Wealth Management
Virginia
$15K
LC
192
Lindbrook Capital
California
$15K +$17.3K +2,152 New
TODC
193
Trustees of Dartmouth College
New Hampshire
$14K
ASN
194
Advisory Services Network
Georgia
$11K
CC
195
Claybrook Capital
Massachusetts
$11K +$12.5K +1,551 New
WDL
196
Well Done LLC
Michigan
$11K +$12.5K +1,551 New
RCAG
197
Rehmann Capital Advisory Group
Michigan
$10.4K -$35.7K -4,430 -75%
WEC
198
Winslow Evans & Crocker
Massachusetts
$10K
TL
199
TrueWealth LLC
Georgia
$9K
SF
200
Synovus Financial
Georgia
$8K

BCS Hedge Fund Activity: Q4 2018 in Review

243 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2018, worth a combined $817M — down 34% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of BCS and 47 opened new positions — a net loss of 7 holders — while 97 trimmed existing stakes and 56 added.

The largest buyer was Deutsche Bank, adding an estimated $44.1M. The largest seller was Eagle Capital Management (New York), cutting an estimated $185M.

  • 243 institutional investors held Barclays (BCS) as of Q4 2018, down from 253 in Q3 2018.
  • Funds reported $817M of Barclays stock for Q4 2018, down 34% quarter-over-quarter.
  • 47 funds opened new Barclays positions in Q4 2018 and 54 closed out, a net change of -7 holders.
  • The largest Barclays buyer in Q4 2018 was Deutsche Bank, an estimated $44.1M added.
  • The largest Barclays seller in Q4 2018 was Eagle Capital Management (New York), an estimated $185M sold.

Based on aggregated 13F filings for Q4 2018.