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Barclays

287 hedge funds and large institutions have $1.04B invested in Barclays in 2023 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 96 increasing their positions, 84 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 84

10% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 39

9% more capital invested

Capital invested by funds: $951M → $1.04B (+$86.7M)

1% more funds holding

Funds holding: 285287 (+2)

0.01% more ownership

Funds ownership: 0.84%0.85% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

46% less call options, than puts

Call options by funds: $23.9M | Put options by funds: $44.6M

Holders
287
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
4.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
96
Reduced
84
Closed
39
Calls
$23.9M
Puts
$44.6M
Net Calls
-$20.6M
Net Calls Change
+$20.8M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
201
PDS Planning
Ohio
$95.9K +$94.4K +12,204 New
ELC
202
Edgar Lomax Company
Virginia
$92.1K
PNC
203
Park National Corp
Ohio
$89.2K -$2.01K -260 -2%
SMA
204
Sage Mountain Advisors
Georgia
$88K
FTUS
205
Flow Traders U.S.
New York
$87K +$86.1K +11,128 New
CA
206
Claro Advisors
Massachusetts
$86.7K +$85.4K +11,036 New
SWA
207
Sutton Wealth Advisors
Florida
$83K
NHC
208
Nicholas Hoffman & Company
Georgia
$82.9K
AA
209
AlphaQ Advisors
Florida
$80.7K -$387 -50 -0.5%
SEC
210
Seven Eight Capital
New York
$79.2K +$78K +10,080 New
WE
211
Wealth Effects
Massachusetts
$78.6K
HNB
212
Huntington National Bank
Ohio
$78.3K -$1.59K -205 -2%
GBT
213
Grove Bank & Trust
Florida
$68.8K -$488 -63 -0.7%
WTC
214
WhitTier Trust Company
Nevada
$65.5K
WT
215
Whittier Trust
California
$64.5K -$1.27K -164 -2%
AS
216
Altshuler Shaham
Israel
$62.9K +$31K +4,000 +100%
PA
217
Parallel Advisors
California
$59.7K +$43.4K +5,608 +281%
BTI
218
Blue Trust Inc
Georgia
$46K -$207K -26,809 -81%
LC
219
Lindbrook Capital
California
$43.5K +$3.32K +429 +8%
ZB
220
Zions Bancorporation
Utah
$38.5K -$7.72K -997 -17%
AAP
221
Arax Advisory Partners
Colorado
$35.2K
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$35K +$5K +646 +17%
GRP
223
Global Retirement Partners
California
$32.3K
Barclays
224
Barclays
United Kingdom
$28.8K
PTC
225
Private Trust Company
Ohio
$26.9K -$193 -25 -0.7%

BCS Hedge Fund Activity: Q2 2023 in Review

287 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q2 2023, worth a combined $1.04B — up 9.1% from $951M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new BCS positions and 39 closed out — a net gain of 4 holders — while 96 added to existing stakes and 84 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $22.9M. The largest seller was Jane Street, exiting entirely with an estimated $30.6M sold.

  • 287 institutional investors held Barclays (BCS) as of Q2 2023, up from 285 in Q1 2023.
  • Funds reported $1.04B of Barclays stock for Q2 2023, up 9.1% quarter-over-quarter.
  • 43 funds opened new Barclays positions in Q2 2023 and 39 closed out, a net change of +4 holders.
  • The largest Barclays buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $22.9M added.
  • The largest Barclays seller in Q2 2023 was Jane Street, an estimated $30.6M sold.

Based on aggregated 13F filings for Q2 2023.