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Barclays

323 hedge funds and large institutions have $1.7B invested in Barclays in 2024 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 146 increasing their positions, 70 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more repeat investments, than reductions

Existing positions increased: 146 | Existing positions reduced: 70

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

29% more capital invested

Capital invested by funds: $1.31B → $1.7B (+$386M)

21% more call options, than puts

Call options by funds: $45.4M | Put options by funds: $37.6M

8% more funds holding

Funds holding: 300323 (+23)

0.09% more ownership

Funds ownership: 1.1%1.19% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
323
Holders Change
+23
Holders Change %
+7.67%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
146
Reduced
70
Closed
33
Calls
$45.4M
Puts
$37.6M
Net Calls
+$7.72M
Net Calls Change
-$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
176
Ballentine Partners
Massachusetts
$193K +$51.3K +6,262 +44%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$192K -$145K -17,703 -47%
Walleye Capital
178
Walleye Capital
New York
$191K -$214K -26,109 -56%
SCA
179
Snowden Capital Advisors
New York
$187K +$35.4K +4,321 +29%
SW
180
SVB Wealth
Massachusetts
$186K +$56.5K +6,901 +54%
Luther King Capital Management (LKCM)
181
Luther King Capital Management (LKCM)
Texas
$184K
BCPWM
182
Bradley & Co Private Wealth Management
Florida
$182K
VFO
183
Virtus Family Office
Texas
$182K +$38.1K +4,649 +33%
FCH
184
Freestone Capital Holdings
Washington
$177K -$49.6K -6,056 -24%
GSC
185
Grey Street Capital
Illinois
$175K +$147K +18,006 New
State Street
186
State Street
Massachusetts
$172K -$8.84K -1,080 -6%
PAG
187
Private Advisor Group
New Jersey
$171K +$59.1K +7,214 +66%
CAN
188
Cetera Advisor Networks
California
$169K -$2.26K -276 -2%
P
189
Pitcairn
Pennsylvania
$167K +$50K +6,111 +53%
VFA
190
Valeo Financial Advisors
Indiana
$166K +$52.5K +6,417 +59%
Neuberger Berman Group
191
Neuberger Berman Group
New York
$160K +$139K +16,978 New
SRC
192
Sage Rhino Capital
California
$159K +$10.1K +1,233 +8%
DOA
193
D'Orazio & Associates
Virginia
$153K +$26.9K +3,291 +25%
CA
194
Cetera Advisors
Colorado
$151K +$131K +16,030 New
CG
195
Caprock Group
Idaho
$151K +$15K +1,828 +13%
FOA
196
Five Oceans Advisors
California
$150K
PCS
197
Personal CFO Solutions
New Jersey
$148K +$3.37K +412 +3%
CBFP
198
Cedar Brook Financial Partners
Ohio
$146K +$925 +113 +0.7%
JIC
199
Johnson Investment Counsel
Ohio
$145K -$8.84K -1,080 -7%
LNC
200
Lincoln National Corp
Pennsylvania
$145K +$12.2K +1,488 +11%