Barclays
201 hedge funds and large institutions have $1.74B invested in Barclays in 2013 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 40 reducing their positions, and 30 closing their positions.
160% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 40
19% more capital invested
Capital invested by funds: $1.46B → $1.74B (+$276M)
10% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 30
0.37% more ownership
Funds ownership: 3.26% → 3.63% (+0.37%)
0% less funds holding
Funds holding: 202 → 201 (-1)
50% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $52.7M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$64.6M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$50M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$38.3M |
| 4 |
SM
Seminole Management
New York
|
+$35.1M |
| 5 |
Neuberger Berman Group
New York
|
+$19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$89.5M |
| 2 |
IG
ING Group
Amsterdam,
Netherlands
|
-$39.7M |
| 3 |
Citigroup
New York
|
-$16M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$12.6M |
| 5 |
ACG
Anchorage Capital Group
New York
|
-$8.55M |
BCS Hedge Fund Activity: Q4 2013 in Review
201 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2013, worth a combined $1.74B — up 19% from $1.46B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new BCS positions and 30 closed out — a net gain of 3 holders — while 104 added to existing stakes and 40 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $64.6M. The largest seller was BlackRock Advisors, exiting entirely with an estimated $89.5M sold.
- 201 institutional investors held Barclays (BCS) as of Q4 2013, down from 202 in Q3 2013.
- Funds reported $1.74B of Barclays stock for Q4 2013, up 19% quarter-over-quarter.
- 33 funds opened new Barclays positions in Q4 2013 and 30 closed out, a net change of +3 holders.
- The largest Barclays buyer in Q4 2013 was Fidelity Investments, an estimated $64.6M added.
- The largest Barclays seller in Q4 2013 was BlackRock Advisors, an estimated $89.5M sold.
Based on aggregated 13F filings for Q4 2013.