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Barclays

226 hedge funds and large institutions have $898M invested in Barclays in 2019 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 83 increasing their positions, 65 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $49M | Put options by funds: $24.4M

47% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 32

28% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 65

23% more capital invested

Capital invested by funds: $727M → $898M (+$171M)

5% more funds holding

Funds holding: 215226 (+11)

0.03% less ownership

Funds ownership: 0.58%0.55% (-0.03%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
4.45%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
47
Increased
83
Reduced
65
Closed
32
Calls
$49M
Puts
$24.4M
Net Calls
+$24.6M
Net Calls Change
+$25.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
176
Stonebridge Capital Advisors
Minnesota
$32K +$29K +3,355 New
JWA
177
JFS Wealth Advisors
Pennsylvania
$27K
EDRH
178
Edmond de Rothschild Holding
Switzerland
$26K
ZB
179
Zions Bancorporation
Utah
$25K -$380 -44 -2%
TPWA
180
TRUE Private Wealth Advisors
Oregon
$24K +$22.6K +2,618 New
ACM
181
AUA Capital Management
Pennsylvania
$20K
TI
182
tru Independence
Oregon
$20K +$38K +4,400 New
SWM
183
Sugarloaf Wealth Management
Georgia
$19K +$17.5K +2,026 New
SIAS
184
Shine Investment Advisory Services
Colorado
$16K +$14.4K +1,662 New
LWM
185
Liberty Wealth Management
California
$14K +$6.8K +787 +108%
LWM
186
Lenox Wealth Management
Ohio
$13K +$2.21K +256 +23%
WEC
187
Winslow Evans & Crocker
Massachusetts
$12K
KTC
188
Kistler-Tiffany Companies
Pennsylvania
$12K +$9 +1 +0.1%
IA
189
IFP Advisors
Florida
$12K +$3.6K +417 +51%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$11K
TL
191
TrueWealth LLC
Georgia
$11K
ST
192
Smithfield Trust
Pennsylvania
$11K +$10.4K +1,199 New
APA
193
American Portfolios Advisors
New York
$10.7K
EWA
194
Evolution Wealth Advisors
Florida
$10K -$750K -86,883 -99%
FGAM
195
Financial Gravity Asset Management
Texas
$10K -$104 -12 -13%
NL
196
NVWM LLC
Pennsylvania
$10K
EW
197
Evoke Wealth
California
$8.64K -$60 -7 -0.8%
FWM
198
Focused Wealth Management
New York
$8K
CCA
199
Column Capital Advisors
Indiana
$8K +$7.29K +844 New
EI
200
Ellevest Inc
New York
$8K +$7.58K +878 New

BCS Hedge Fund Activity: Q4 2019 in Review

226 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2019, worth a combined $898M — up 23% from $727M a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new BCS positions and 32 closed out — a net gain of 15 holders — while 83 added to existing stakes and 65 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $18.5M. The largest seller was Eagle Capital Management (New York), cutting an estimated $53.8M.

  • 226 institutional investors held Barclays (BCS) as of Q4 2019, up from 215 in Q3 2019.
  • Funds reported $898M of Barclays stock for Q4 2019, up 23% quarter-over-quarter.
  • 47 funds opened new Barclays positions in Q4 2019 and 32 closed out, a net change of +15 holders.
  • The largest Barclays buyer in Q4 2019 was JP Morgan Chase, an estimated $18.5M added.
  • The largest Barclays seller in Q4 2019 was Eagle Capital Management (New York), an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2019.