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Barclays
BCS

Overview Fund Activity

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
Holders
226
Holders Change
+11
Holders Change %
+5.12%
% of All Funds
4.46%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$20.4M
2
Morgan Stanley
Morgan Stanley
New York
+$7.17M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.97M
4
Renaissance Technologies
Renaissance Technologies
New York
+$5.67M
5
PPA
Parametric Portfolio Associates
Washington
+$4.84M

Top Sellers

1
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$59.2M
2
Deutsche Bank
Deutsche Bank
Germany
-$12.1M
3
OHA
Oak Hill Advisors
New York
-$10.1M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.5M
5
CCM
Causeway Capital Management
California
-$7.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
176
Stonebridge Capital Advisors
Minnesota
$32K +$32K +3,355 New
JWA
177
JFS Wealth Advisors
Pennsylvania
$27K – – –
EDRH
178
Edmond de Rothschild Holding
Switzerland
$26K – – –
ZB
179
Zions Bancorporation
Utah
$25K -$413 -44 -2%
TPWA
180
TRUE Private Wealth Advisors
Oregon
$24K +$24K +2,618 New
ACM
181
AUA Capital Management
Pennsylvania
$20K – – –
TI
182
tru Independence
Oregon
$20K +$20K +4,400 New
SWM
183
Sugarloaf Wealth Management
Georgia
$19K +$19K +2,026 New
SIAS
184
Shine Investment Advisory Services
Colorado
$16K +$16K +1,662 New
LWM
185
Liberty Wealth Management
California
$14K +$7.27K +787 +108%
LWM
186
Lenox Wealth Management
Ohio
$13K +$2.47K +256 +23%
WEC
187
Winslow Evans & Crocker
Massachusetts
$12K – – –
KTC
188
Kistler-Tiffany Companies
Pennsylvania
$12K +$10 +1 +0.1%
IA
189
IFP Advisors
Florida
$12K +$4.05K +417 +51%
TL
190
TrueWealth LLC
Georgia
$11K – – –
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
ST
192
Smithfield Trust
Pennsylvania
$11K +$11K +1,199 New
APA
193
American Portfolios Advisors
New York
$10.7K – – –
EWA
194
Evolution Wealth Advisors
Florida
$10K -$814K -86,883 -99%
FGAM
195
Financial Gravity Asset Management
Texas
$10K -$1.48K -12 -13%
NL
196
NVWM LLC
Pennsylvania
$10K – – –
EW
197
Evoke Wealth
California
$8.65K -$67 -7 -0.8%
FWM
198
Focused Wealth Management
New York
$8K – – –
CCA
199
Column Capital Advisors
Indiana
$8K +$8K +844 New
EI
200
Ellevest Inc
New York
$8K +$8K +878 New
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8
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