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Barclays

285 hedge funds and large institutions have $951M invested in Barclays in 2023 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 93 increasing their positions, 95 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.88%0.84% (-0.04%)

2% less capital invested

Capital invested by funds: $965M → $951M (-$14.6M)

2% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 95

6% less funds holding

Funds holding: 304285 (-19)

23% less first-time investments, than exits

New positions opened: 43 | Existing positions closed: 56

66% less call options, than puts

Call options by funds: $21.6M | Put options by funds: $63.1M

Holders
285
Holders Change
-19
Holders Change %
-6.25%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
93
Reduced
95
Closed
56
Calls
$21.6M
Puts
$63.1M
Net Calls
-$41.5M
Net Calls Change
-$69.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
176
Checchi Capital Advisers
California
$115K +$19.4K +2,343 +17%
Charles Schwab
177
Charles Schwab
California
$112K +$10.9K +1,320 +9%
Two Sigma Advisers
178
Two Sigma Advisers
New York
$111K +$127K +15,400 New
Cetera Investment Advisers
179
Cetera Investment Advisers
Illinois
$110K -$20.5K -2,483 -14%
SS
180
Simplicity Solutions
Minnesota
$108K +$22.6K +2,734 +22%
FOA
181
Five Oceans Advisors
California
$108K -$37.5K -4,531 -23%
UCFA
182
United Capital Financial Advisors
Texas
$97K +$112K +13,491 New
WA
183
Wealth Alliance
New York
$96.1K -$28.4K -3,436 -20%
SW
184
SVB Wealth
Massachusetts
$93.1K -$39.5K -4,785 -27%
GT
185
Greenleaf Trust
Michigan
$93K
VAS
186
Vestmark Advisory Solutions
Massachusetts
$90.8K -$192K -23,257 -65%
CBFP
187
Cedar Brook Financial Partners
Ohio
$90.7K +$8.18K +990 +9%
CB
188
Commerce Bank
Missouri
$86.4K
VFA
189
Valeo Financial Advisors
Indiana
$85.2K +$97.9K +11,845 New
ELC
190
Edgar Lomax Company
Virginia
$85.1K +$390K +47,220 New
PNC
191
Park National Corp
Ohio
$83.5K +$11.2K +1,361 +13%
WS
192
Wedbush Securities
California
$81K +$372 +45 +0.4%
SMA
193
Sage Mountain Advisors
Georgia
$80.5K +$92.5K +11,191 New
CAN
194
Cetera Advisor Networks
California
$77.2K -$20.4K -2,470 -19%
SWA
195
Sutton Wealth Advisors
Florida
$75.9K
NHC
196
Nicholas Hoffman & Company
Georgia
$75.8K
AA
197
AlphaQ Advisors
Florida
$74.1K -$67.8K -8,205 -44%
HNB
198
Huntington National Bank
Ohio
$73.1K -$136K -16,451 -62%
BP
199
Ballentine Partners
Massachusetts
$72.2K -$3.74K -452 -4%
WE
200
Wealth Effects
Massachusetts
$71.9K

BCS Hedge Fund Activity: Q1 2023 in Review

285 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q1 2023, worth a combined $951M — down 1.5% from $965M a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of BCS and 43 opened new positions — a net loss of 13 holders — while 95 trimmed existing stakes and 93 added.

The largest buyer was Jane Street, opening a new position worth an estimated $35.2M. The largest seller was Lazard Asset Management, cutting an estimated $64.8M.

  • 285 institutional investors held Barclays (BCS) as of Q1 2023, down from 304 in Q4 2022.
  • Funds reported $951M of Barclays stock for Q1 2023, down 1.5% quarter-over-quarter.
  • 43 funds opened new Barclays positions in Q1 2023 and 56 closed out, a net change of -13 holders.
  • The largest Barclays buyer in Q1 2023 was Jane Street, an estimated $35.2M added.
  • The largest Barclays seller in Q1 2023 was Lazard Asset Management, an estimated $64.8M sold.

Based on aggregated 13F filings for Q1 2023.