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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
BCA
201
Berman Capital Advisors
Georgia
$7K
VFA
202
Valeo Financial Advisors
Indiana
$7K
FCA
203
FinTrust Capital Advisors
South Carolina
$6K -$7.97K -923 -58%
PFGIA
204
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$803 -93 -15%
PK
205
Pflug Koory
Nebraska
$5K
ME
206
McIlrath & Eck
Washington
$4K
WCM
207
Wealthcare Capital Management
Virginia
$4K +$3.62K +419 New
AA
208
Advisory Alpha
Michigan
$3.69K +$3.39K +392 New
HI
209
Hudock Inc
Pennsylvania
$3K -$1.73K -200 -33%
SPIA
210
Steward Partners Investment Advisory
New York
$3K -$26 -3 -0.8%
BFC
211
Bedel Financial Consulting
Indiana
$3K
SFS
212
Sowell Financial Services
Arkansas
$3K
FHA
213
First Horizon Advisors
Tennessee
$3K +$1.3K +150 +79%
FCH
214
Freestone Capital Holdings
Washington
$2.1K +$200K +23,174 +12%
MCM
215
McMillion Capital Management
North Carolina
$2K
GAM
216
Gemmer Asset Management
California
$2K +$1.52K +176 New
GWM
217
Geneos Wealth Management
Colorado
$1K
WCG
218
Weaver Consulting Group
California
$1K
GWS
219
Glassman Wealth Services
Virginia
$1K +$484 +56 New
OHA
220
Oak Hill Advisors
New York
-$10.1M -1,377,031 Closed
New York State Common Retirement Fund
221
New York State Common Retirement Fund
New York
-$6.41M -873,078 Closed
MMA
222
Miracle Mile Advisors
California
-$3.25M -442,600 Closed
SG Americas Securities
223
SG Americas Securities
New York
-$1.32M -179,387 Closed
Squarepoint
224
Squarepoint
New York
-$518K -70,526 Closed
D.E. Shaw & Co
225
D.E. Shaw & Co
New York
-$553K -64,000 Closed

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.