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Barclays

224 hedge funds and large institutions have $675M invested in Barclays in 2020 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 50 increasing their positions, 79 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

100% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 25

67% more capital invested

Capital invested by funds: $404M → $675M (+$271M)

57% more call options, than puts

Call options by funds: $29.5M | Put options by funds: $18.8M

11% more funds holding

Funds holding: 201224 (+23)

0.02% more ownership

Funds ownership: 0.47%0.49% (+0.02%)

37% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 79

Holders
224
Holders Change
+23
Holders Change %
+11.44%
% of All Funds
3.96%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
50
Increased
50
Reduced
79
Closed
25
Calls
$29.5M
Puts
$18.8M
Net Calls
+$10.7M
Net Calls Change
+$9.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$143M +$8.5M +1,269,857 +8%
PPA
2
Parametric Portfolio Associates
Washington
$57.8M +$1.72M +256,472 +4%
Northern Trust
3
Northern Trust
Illinois
$37.7M -$1.97M -294,644 -6%
Jane Street
4
Jane Street
New York
$35.4M +$1.08M +161,241 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$35.3M +$2.25M +335,960 +8%
MCM
6
Masters Capital Management
Georgia
$32M
Goldman Sachs
7
Goldman Sachs
New York
$27.6M +$1.9M +283,829 +9%
RJA
8
Raymond James & Associates
Florida
$23.1M +$47.9K +7,162 +0.2%
AR
9
Advisory Research
Illinois
$21.4M +$17.9M +2,681,214 New
Fidelity Investments
10
Fidelity Investments
Massachusetts
$19.3M +$2.48M +370,713 +18%
CCM
11
Causeway Capital Management
California
$18.7M -$10.6M -1,584,592 -40%
JP Morgan Chase
12
JP Morgan Chase
New York
$16.7M -$309K -46,259 -2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$15.1M +$1.51M +225,604 +14%
BIP
14
Brandes Investment Partners
California
$15M -$237K -35,357 -2%
AG
15
Aperio Group
California
$14.7M +$312K +46,604 +3%
Bank of America
16
Bank of America
North Carolina
$10.9M -$316K -47,274 -3%
Citadel Advisors
17
Citadel Advisors
Florida
$7.99M +$6.32M +944,910 +1,737%
Morgan Stanley
18
Morgan Stanley
New York
$5.85M +$336K +50,223 +7%
AACR
19
ACR Alpine Capital Research
Missouri
$5.25M -$443K -66,261 -9%
UBS Group
20
UBS Group
Switzerland
$5.24M -$1.47M -219,908 -25%
Millennium Management
21
Millennium Management
New York
$5.11M -$2.24M -334,165 -34%
MWNA
22
Marshall Wace North America
New York
$5M +$4.19M +625,688 New
SCM
23
Springhouse Capital Management
Connecticut
$4.96M
CS
24
Credit Suisse
Switzerland
$4.76M -$799K -119,495 -17%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.51M -$201K -30,101 -5%

BCS Hedge Fund Activity: Q4 2020 in Review

224 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Barclays (BCS) for Q4 2020, worth a combined $675M — up 67% from $404M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new BCS positions and 25 closed out — a net gain of 25 holders — while 50 added to existing stakes and 79 trimmed.

The largest buyer was Advisory Research, opening a new position worth an estimated $17.9M. The largest seller was Causeway Capital Management, cutting an estimated $10.6M.

  • 224 institutional investors held Barclays (BCS) as of Q4 2020, up from 201 in Q3 2020.
  • Funds reported $675M of Barclays stock for Q4 2020, up 67% quarter-over-quarter.
  • 50 funds opened new Barclays positions in Q4 2020 and 25 closed out, a net change of +25 holders.
  • The largest Barclays buyer in Q4 2020 was Advisory Research, an estimated $17.9M added.
  • The largest Barclays seller in Q4 2020 was Causeway Capital Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2020.