Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Barclays Bank plc (DJP)

145 + 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
↑ +9
Streak
2Q ▲
Buyers last Q
58%

Smart Money Signals — DJP

Based on 146 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
146 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 — +7% more funds vs a year ago

fund count last 6Q
+9 new funds entered over the past year (+7% 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.
🟡

Slight buying edge — 58% buying

74 buying54 selling
Last quarter: 74 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~28 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 10 → 28 → 28. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 14% medium ■ 23% new
92 out of 146 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.
💰

Value +42% but shares only +14% — price-driven

Value
+42%
Shares
+14%
Last quarter: the total dollar value of institutional holdings rose +42%, but actual share count only changed +14%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
🚀

Acceleration phase — new buyers rushing in

19 → 13 → 10 → 28 → 28 new funds/Q
New funds entering each quarter: 13 → 10 → 28 → 28. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 68% veterans vs 24% newcomers

■ 68% veterans ■ 7% 1-2yr ■ 24% new
Entry-cohort mix of 148 holders: 101 (68%) are 2+ year veterans, 11 entered 1–2 years ago, and 36 (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 145 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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 Q1, 74 hedge funds were net buyers of DJP (28 opened a new position, 46 added to an existing one), while 54 reduced or exited (35 trimmed, 19 sold completely) — a 58% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 146.

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.

Is It Too Late to Buy Barclays Bank plc (DJP) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DJP has moved relative to its sector benchmark (SPY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
DJP
nan%
SPY
+13.9%

DJP outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
DJP
nan%
SPY
+0.2%

Since the filing became public, DJP outperformed SPY by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 5 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
3.2
/ 10
conviction
Hedge Fund Positioning: DJP
145 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 145 137 5.84%
13F Shares 12M 11M 13.93%
Total Value $583M $410M 42.28%
New Positions 27 28 -1
Increased Positions 46 47 -1
Closed Positions 19 9 +10
Reduced Positions 35 30 +5
Total Calls 2 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: DJP

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

145 + 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 Q1 · 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 Dimension Capital Management LLC 3.28% 485,709 $23.4M
5 Bruce G. Allen Investments, LLC 3.09% 98,123 $4.7M
6 Stonehearth Capital Management, LLC 2.91% 152,846 $7.4M
7 Croban 2.78% 122,687 $5.9M
8 Acima Private Wealth, LLC 2.63% 174,272 $8.4M
9 WLTH Capital Management, LLC 2.53% 62,025 $3.0M
10 RiverGlades Family Offices LLC 2.28% 80,675 $3.9M
11 Heartland Bank & Trust Co 2.14% 196,355 $9.5M
12 Osborne Partners Capital Management, LLC 1.82% 715,805 $34.5M
13 Peregrine Asset Advisers, Inc. 1.49% 115,149 $5.5M
14 Idaho Trust Co 1.45% 92,845 $4.5M
15 Ironwood Wealth Management, LLC. 1.45% 104,821 $5.0M
16 Cassaday & Co Wealth Management LLC 1.40% 1,367,099 $65.8M
17 Unique Wealth, LLC 1.38% 207,161 $10.0M
18 Ackerman Capital Advisors, LLC 1.12% 113,838 $5.5M
19 Global Endowment Management, LP 1.07% 198,685 $9.6M
20 Fsa Wealth Partners, INC. 0.84% 36,633 $1.8M
21 Certuity, LLC 0.65% 204,390 $9.8M
22 Sharper & Granite LLC 0.58% 35,508 $1.7M
23 MontVue Capital Management, Inc. 0.57% 17,296 $833K
24 Peak Financial Management, Inc. 0.56% 45,821 $2.2M
25 Topel & Distasi Wealth Management, LLC 0.46% 18,455 $888K
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 58% buying: Last quarter: 74 funds bought or added vs 54 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DJP holders?

Smaller funds dominant — 8% AUM from top-100: 16 of 145 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: 92 out of 146 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.

Is it too late to buy Barclays Bank plc (DJP) following the 2026 Q1 hedge fund 13F filings?

As of today, DJP has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DJP has gained nan% vs +13.9% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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