Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barclays Bank plc (DJP)

142 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — DJP

Based on 143 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DJP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
143 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 — +8% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+8% 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 2 quarters from the low — a sharp move.
🟠

More sellers than buyers — 45% buying

60 buying74 selling
Last quarter: 74 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
⚠️

Fewer new buyers each quarter (-8 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 28 → 28 → 20. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 17% medium ■ 20% new
90 out of 143 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

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

Veteran-anchored — 69% veterans vs 24% newcomers

■ 69% veterans ■ 7% 1-2yr ■ 24% new
Entry-cohort mix of 144 holders: 99 (69%) are 2+ year veterans, 10 entered 1–2 years ago, and 35 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 8% AUM from top-100

8% from top-100 AUM funds
16 of 142 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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.

Institutional Sentiment Summary — DJP

In 2026 Q2, 60 hedge funds were net buyers of DJP (20 opened a new position, 40 added to an existing one), while 74 reduced or exited (51 trimmed, 23 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 143.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 3 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
2.7
/ 10
conviction
Hedge Fund Positioning: DJP
142 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 142 146 -2.74%
13F Shares 12M 12M -0.86%
Total Value $533M $583M -8.52%
New Positions 20 28 -8
Increased Positions 39 46 -7
Closed Positions 23 19 +4
Reduced Positions 50 35 +15
Total Calls 2 2 -
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: DJP

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Institutional Holders (2026 Q2)

142 + investors

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

QUARTER:
Top 25 DJP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cultivar Capital, INC. 5.16% 183,482 $8.0M
2 Legend Financial Advisors, Inc. 4.79% 192,783 $8.4M
3 BLB&B Advisors, LLC 3.77% 2,353,733 $102.9M
4 Bruce G. Allen Investments, LLC 2.90% 103,957 $4.5M
5 Dimension Capital Management LLC 2.45% 478,880 $20.9M
6 Acima Private Wealth, LLC 2.06% 162,587 $7.1M
7 Ironwood Wealth Management, LLC. 1.94% 200,360 $8.8M
8 Heartland Bank & Trust Co 1.79% 197,654 $8.6M
9 WLTH Capital Management, LLC 1.74% 62,280 $2.7M
10 Osborne Partners Capital Management, LLC 1.73% 710,414 $31.1M
11 RiverGlades Family Offices LLC 1.50% 74,740 $3.3M
12 Idaho Trust Co 1.30% 101,717 $4.4M
13 Camelot Technology Advisors, INC. 1.15% 39,053 $1.7M
14 Cassaday & Co Wealth Management LLC 1.13% 1,376,491 $60.2M
15 Global Endowment Management, LP 1.13% 254,683 $11.1M
16 Unique Wealth, LLC 1.03% 203,147 $8.9M
17 Ackerman Capital Advisors, LLC 1.00% 113,761 $5.0M
18 Peak Financial Management, Inc. 0.46% 45,596 $2.0M
19 Sharper & Granite LLC 0.44% 32,533 $1.4M
20 Certuity, LLC 0.44% 204,390 $8.9M
21 Sax Wealth Advisors, LLC 0.42% 214,572 $10.3M
22 MontVue Capital Management, Inc. 0.41% 16,210 $709K
23 Badgley Phelps Wealth Managers, LLC 0.35% 457,278 $20.0M
24 Marino Management, LLC 0.30% 33,691 $1.5M
25 Patten Group, Inc. 0.28% 40,613 $1.8M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DJP positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DJP?

More sellers than buyers — 45% buying: Last quarter: 74 funds reduced or exited vs 60 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DJP holders?

Smaller funds dominant — 8% AUM from top-100: 16 of 142 holders rank in the top 100 by AUM, but together hold only 8% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DJP?

63% of holders stayed for 2+ years: 90 out of 143 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.

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