Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BARCLAYS BANK PLC (DJP)

133 + Investors. Track Smart Money conviction in DJP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +19
Streak
1Q ▲
Buyers last Q
66%

Smart Money Signals — DJP

Based on 133 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DJP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
133 hedge funds hold DJP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 1 quarters from the low — a sharp move.
🟢

More buyers than sellers — 66% buying

73 buying38 selling
Last quarter: 73 funds were net buyers (28 opened a brand new position + 45 added to an existing one). Only 38 were sellers (29 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+18 vs last Q)

new funds entering per quarter
Funds opening a new DJP position: 19 → 13 → 10 → 28. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 14% medium ■ 22% new
86 out of 133 hedge funds have held DJP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 19 → 13 → 10 → 28 new funds/Q
New funds entering each quarter: 19 → 13 → 10 → 28. A growing number of institutions are discovering DJP each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 65% of holders stayed 2+ years

■ 65% veterans ■ 7% 1-2yr ■ 28% new
Of 133 current holders: 87 (65%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
13 of 133 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: DJP

How many hedge funds hold DJP — quarterly history vs. share price
Quarterly hedge fund ownership of DJP vs. share price

Market Analysis: DJP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DJP

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 5 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.1
/ 10
conviction
Hedge Fund Positioning: DJP
2026 Q1 Stats Unlock in 10 days 133 + Investors

Track Smart Money conviction in DJP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 133 115 15.65%
13F Shares 11M 10M 5.25%
Total Value $397M $356M 11.49%
New Positions 28 10 +18
Increased Positions 45 45 -
Closed Positions 10 23 -13
Reduced Positions 29 33 -4
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DJP

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

133 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DJP. Verified SEC 13F-HR filings.

Top 25 institutional holders of DJP — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Legend Financial Advisors, Inc. 6.19% 199,416 $9.6M
2 CULTIVAR CAPITAL, INC. 5.56% 180,735 $8.7M
3 BLB&B Advisors, LLC 4.70% 2,363,951 $113.8M
4 Bruce G. Allen Investments, LLC 3.09% 98,123 $4.7M
5 Stonehearth Capital Management, LLC 2.91% 152,846 $7.4M
6 ACIMA PRIVATE WEALTH, LLC 2.63% 174,272 $8.4M
7 WLTH Capital Management, LLC 2.53% 62,025 $3.0M
8 Heartland Bank & Trust Co 2.14% 196,355 $9.5M
9 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.82% 715,805 $34.5M
10 Peregrine Asset Advisers, Inc. 1.49% 115,149 $5.5M
11 Idaho Trust Co 1.45% 92,845 $4.5M
12 Ironwood Wealth Management, LLC. 1.45% 104,821 $5.0M
13 Cassaday & Co Wealth Management LLC 1.40% 1,367,099 $65.8M
14 UNIQUE WEALTH, LLC 1.38% 207,161 $10.0M
15 Ackerman Capital Advisors, LLC 1.12% 113,838 $5.5M
16 FSA WEALTH PARTNERS, INC. 0.84% 36,633 $1.8M
17 Sharper & Granite LLC 0.58% 35,508 $1.7M
18 MontVue Capital Management, Inc. 0.57% 17,296 $833K
19 Peak Financial Management, Inc. 0.56% 45,821 $2.2M
20 Topel & Distasi Wealth Management, LLC 0.46% 18,455 $888K
21 Badgley Phelps Wealth Managers, LLC 0.43% 448,468 $21.6M
22 SAX WEALTH ADVISORS, LLC 0.42% 229,962 $8.6M
23 Patten Group, Inc. 0.42% 49,857 $2.4M
24 CoreCap Advisors, LLC 0.31% 190,938 $9.2M
25 Lansing Street Advisors 0.30% 24,336 $1.2M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BARCLAYS BANK PLC (DJP)

What does the Smart Money Trend signal show for DJP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DJP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for DJP?

More buyers than sellers — 66% buying: Last quarter: 73 funds were net buyers (28 opened a brand new position + 45 added to an existing one). Only 38 were sellers (29 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DJP holders?

Smaller funds dominant — 4% AUM from top-100: 13 of 133 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJP?

65% of holders stayed for 2+ years: 86 out of 133 hedge funds have held DJP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.