Barclays
211 hedge funds and large institutions have $2.13B invested in Barclays in 2015 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 86 increasing their positions, 98 reducing their positions, and 29 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
14% more capital invested
Capital invested by funds: $1.86B → $2.13B (+$266M)
0.07% less ownership
Funds ownership: 2.12% → 2.05% (-0.07%)
4% less funds holding
Funds holding: 220 → 211 (-9)
12% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 98
21% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 29
50% less call options, than puts
Call options by funds: $31.5M | Put options by funds: $62.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$37.7M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$14.5M |
| 3 |
SM
Seminole Management
New York
|
+$14.3M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
+$12.9M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
+$9.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$34.1M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$16.8M |
| 3 |
OHA
Oak Hill Advisors
New York
|
-$15.5M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.7M |
| 5 |
ClearBridge Investments
New York
|
-$10.8M |
BCS Hedge Fund Activity: Q2 2015 in Review
211 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q2 2015, worth a combined $2.13B — up 14% from $1.86B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of BCS and 23 opened new positions — a net loss of 6 holders — while 98 trimmed existing stakes and 86 added.
The largest buyer was JP Morgan Chase, adding an estimated $37.7M. The largest seller was Thornburg Investment Management, cutting an estimated $34.1M.
- 211 institutional investors held Barclays (BCS) as of Q2 2015, down from 220 in Q1 2015.
- Funds reported $2.13B of Barclays stock for Q2 2015, up 14% quarter-over-quarter.
- 23 funds opened new Barclays positions in Q2 2015 and 29 closed out, a net change of -6 holders.
- The largest Barclays buyer in Q2 2015 was JP Morgan Chase, an estimated $37.7M added.
- The largest Barclays seller in Q2 2015 was Thornburg Investment Management, an estimated $34.1M sold.
Based on aggregated 13F filings for Q2 2015.