We are live on ! Find out more
BCS icon

Barclays

201 hedge funds and large institutions have $404M invested in Barclays in 2020 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 79 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $9.21M | Put options by funds: $7.96M

0% less ownership

Funds ownership: 0.47%0.47% (-0%)

5% less funds holding

Funds holding: 211201 (-10)

12% less capital invested

Capital invested by funds: $461M → $404M (-$56.7M)

18% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 38

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

37% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 79

Holders
201
Holders Change
-10
Holders Change %
-4.74%
% of All Funds
4.06%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
31
Increased
50
Reduced
79
Closed
38
Calls
$9.21M
Puts
$7.96M
Net Calls
+$1.25M
Net Calls Change
-$34.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
176
HHM Wealth Advisors
Tennessee
$4K
LWA
177
Lenox Wealth Advisors
New York
$4K
TPCW
178
TD Private Client Wealth
New York
$3.27K -$2.07K -375 -36%
SPIA
179
Steward Partners Investment Advisory
New York
$3K -$541 -98 -14%
GAM
180
Gemmer Asset Management
California
$3K
PK
181
Pflug Koory
Nebraska
$3K
FHA
182
First Horizon Advisors
Tennessee
$3K +$4.25K +770 New
FMP
183
Financial Management Professionals
Texas
$2K -$895 -162 -29%
ABC
184
Associated Banc-Corp
Wisconsin
$2K
EWM
185
Endurance Wealth Management
Rhode Island
$2K
HI
186
Hudock Inc
Pennsylvania
$2K
ME
187
McIlrath & Eck
Washington
$2K
BlackRock
188
BlackRock
New York
$2K +$1.71K +309 New
AA
189
Advisory Alpha
Michigan
$2K +$2.17K +392 New
CA
190
Crewe Advisors
Utah
$2K +$2.38K +431 New
GRP
191
Global Retirement Partners
California
$1K -$54.6K -9,882 -98%
SFS
192
Sowell Financial Services
Arkansas
$1K -$1.26K -229 -69%
WCG
193
Weaver Consulting Group
California
$1K
MAM
194
Meeder Asset Management
Ohio
$1K +$740 +134 New
ARMC
195
American Research & Management Company
Massachusetts
$1K +$1.1K +200 New
CFB
196
Cullen/Frost Bankers
Texas
$1K +$1.11K +201 New
FCA
197
FinTrust Capital Advisors
South Carolina
$9 +$856 +155 +10%
MWNA
198
Marshall Wace North America
New York
-$2.7M -477,609 Closed
TWI
199
Thomas White International
Illinois
-$1.13M -198,842 Closed
Marshall Wace
200
Marshall Wace
United Kingdom
-$724K -127,874 Closed

BCS Hedge Fund Activity: Q3 2020 in Review

201 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q3 2020, worth a combined $404M — down 12% from $461M a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of BCS and 31 opened new positions — a net loss of 7 holders — while 79 trimmed existing stakes and 50 added.

The largest buyer was Stamos Capital Partners, opening a new position worth an estimated $7.21M. The largest seller was Brandes Investment Partners, cutting an estimated $3.94M.

  • 201 institutional investors held Barclays (BCS) as of Q3 2020, down from 211 in Q2 2020.
  • Funds reported $404M of Barclays stock for Q3 2020, down 12% quarter-over-quarter.
  • 31 funds opened new Barclays positions in Q3 2020 and 38 closed out, a net change of -7 holders.
  • The largest Barclays buyer in Q3 2020 was Stamos Capital Partners, an estimated $7.21M added.
  • The largest Barclays seller in Q3 2020 was Brandes Investment Partners, an estimated $3.94M sold.

Based on aggregated 13F filings for Q3 2020.