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Barclays

235 hedge funds and large institutions have $925M invested in Barclays in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 34

51% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 59

16% more funds holding

Funds holding: 203235 (+32)

0.01% more ownership

Funds ownership: 1.88%1.89% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less capital invested

Capital invested by funds: $1.06B → $925M (-$132M)

59% less call options, than puts

Call options by funds: $34.2M | Put options by funds: $83.5M

Holders
235
Holders Change
+32
Holders Change %
+15.76%
% of All Funds
6.27%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
67
Increased
89
Reduced
59
Closed
34
Calls
$34.2M
Puts
$83.5M
Net Calls
-$49.4M
Net Calls Change
-$35.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$178M +$15.6M +1,739,596 +8%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$87.2M -$4.96M -551,615 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.7M +$22.8M +2,538,666 +36%
Bank of America
4
Bank of America
North Carolina
$62.1M +$6.11M +679,048 +8%
BIP
5
Brandes Investment Partners
California
$49M +$1.47M +163,935 +2%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$45.2M -$59.9M -6,661,963 -51%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$37.1M +$19.2M +2,139,792 +70%
Northern Trust
8
Northern Trust
Illinois
$33.9M +$134K +14,900 +0.3%
PPA
9
Parametric Portfolio Associates
Washington
$21.1M +$5.58M +620,356 +27%
JP Morgan Chase
10
JP Morgan Chase
New York
$19.3M +$9.34M +1,038,294 +62%
CCM
11
Causeway Capital Management
California
$17.2M -$227K -25,211 -1%
SG Americas Securities
12
SG Americas Securities
New York
$16.7M +$16.9M +1,884,092 +404%
SG
13
Societe Generale
$16.7M +$21.1M +2,350,387 New
OHA
14
Oak Hill Advisors
New York
$15.7M +$415K +46,151 +2%
GP
15
GLG Partners
United Kingdom
$14.4M +$18.2M +2,022,092 New
Renaissance Technologies
16
Renaissance Technologies
New York
$14.2M -$15.8M -1,752,790 -47%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$13.6M +$7.01M +779,629 +69%
Morgan Stanley
18
Morgan Stanley
New York
$11.9M +$4.39M +488,001 +41%
RJA
19
Raymond James & Associates
Florida
$10.7M +$5.07M +564,351 +60%
Goldman Sachs
20
Goldman Sachs
New York
$10.3M +$1.74M +193,541 +15%
Franklin Resources
21
Franklin Resources
California
$8.46M -$161K -17,863 -1%
Deutsche Bank
22
Deutsche Bank
Germany
$8.25M -$9.76M -1,085,567 -48%
AG
23
Aperio Group
California
$7.82M +$3.48M +387,243 +55%
UBS Group
24
UBS Group
Switzerland
$7.71M +$934K +103,896 +11%
Wells Fargo
25
Wells Fargo
California
$7.68M +$4.36M +484,897 +82%

BCS Hedge Fund Activity: Q2 2016 in Review

235 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q2 2016, worth a combined $925M — down 12% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new BCS positions and 34 closed out — a net gain of 33 holders — while 89 added to existing stakes and 59 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $59.9M.

  • 235 institutional investors held Barclays (BCS) as of Q2 2016, up from 203 in Q1 2016.
  • Funds reported $925M of Barclays stock for Q2 2016, down 12% quarter-over-quarter.
  • 67 funds opened new Barclays positions in Q2 2016 and 34 closed out, a net change of +33 holders.
  • The largest Barclays buyer in Q2 2016 was Fidelity Investments, an estimated $22.8M added.
  • The largest Barclays seller in Q2 2016 was T. Rowe Price Associates, an estimated $59.9M sold.

Based on aggregated 13F filings for Q2 2016.