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Lloyds Banking Group
LYG

227 hedge funds and large institutions have $352M invested in Lloyds Banking Group in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 67 increasing their positions, 107 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.07% less ownership

Funds ownership: 0.4% → 0.33% (-0.07%)

18% less capital invested

Capital invested by funds: $428M → $352M (-$75.9M)

24% less funds holding

Funds holding: 298 → 227 (-71)

37% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 107

78% less call options, than puts

Call options by funds: $1.26M | Put options by funds: $5.66M

88% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 80

Holders
227
Holders Change
-71
Holders Change %
-23.83%
% of All Funds
4.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
67
Reduced
107
Closed
80
Calls
$1.26M
Puts
$5.66M
Net Calls
-$4.39M
Net Calls Change
+$455K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$11.7M
2
Jane Street
Jane Street
New York
+$8.88M
3
MIP
Mondrian Investment Partners
United Kingdom
+$7.19M
4
Macquarie Group
Macquarie Group
Australia
+$5.2M
5
Goldman Sachs
Goldman Sachs
New York
+$2.43M

Top Sellers

1
Renaissance Technologies
Renaissance Technologies
New York
-$21.7M
2
SCCM
Schafer Cullen Capital Management
New York
-$15.8M
3
PPA
Parametric Portfolio Associates
Washington
-$7.71M
4
RJA
Raymond James & Associates
Florida
-$7.05M
5
TD Asset Management
TD Asset Management
Ontario, Canada
-$6.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Stifel Financial
226
Stifel Financial
Missouri
– -$762K -520,303 Closed
Invesco
227
Invesco
Georgia
– -$528K -349,390 Closed
Arrowstreet Capital
228
Arrowstreet Capital
Massachusetts
– -$442K -292,588 Closed
JMPWA
229
JP Morgan Private Wealth Advisors
California
– -$314K -208,147 Closed
Neuberger Berman Group
230
Neuberger Berman Group
New York
– -$314K -207,876 Closed
USAA
231
United Services Automobile Association
Texas
– -$445K -174,703 Closed
WAM
232
World Asset Management
Michigan
– -$251K -166,230 Closed
AIM
233
Aigen Investment Management
New York
– -$221K -146,655 Closed
FCH
234
Freestone Capital Holdings
Washington
– -$220 -145,522 Closed
AR
235
Advisory Research
Illinois
– -$207K -137,056 Closed
RJT
236
Raymond James Trust
Florida
– -$139K -92,483 Closed
Mackenzie Financial
237
Mackenzie Financial
Ontario, Canada
– -$135K -89,150 Closed
FA
238
FDx Advisors
Illinois
– -$130K -86,343 Closed
EIP
239
Epoch Investment Partners
New York
– -$116K -76,811 Closed
HF
240
HRT Financial
New York
– -$113K -75,237 Closed
ECM
241
ETrade Capital Management
Virginia
– -$88K -58,378 Closed
WPA
242
Winning Points Advisors
Florida
– -$88K -58,000 Closed
Baird Financial Group
243
Baird Financial Group
Wisconsin
– -$80K -52,837 Closed
IAN
244
Integrated Advisors Network
Texas
– -$77K -50,996 Closed
ClearBridge Investments
245
ClearBridge Investments
New York
– -$67K -44,640 Closed
HPCM
246
High Pointe Capital Management
Illinois
– -$66K -43,420 Closed
COF
247
Capital One Financial
Virginia
– -$61K -40,500 Closed
SSA
248
Schonfeld Strategic Advisors
New York
– -$61K -40,500 Closed
OCG
249
Opus Capital Group
Ohio
– -$59K -38,840 Closed
KeyBank National Association
250
KeyBank National Association
Ohio
– -$58K -38,740 Closed
8 9
10
11 12

LYG Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2020, worth a combined $352M — down 18% from $428M a quarter earlier.

Sellers outnumbered buyers: 80 funds closed out of LYG and 10 opened new positions — a net loss of 70 holders — while 107 trimmed existing stakes and 67 added.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Renaissance Technologies, cutting an estimated $21.7M.

  • 227 institutional investors held Lloyds Banking Group (LYG) as of Q2 2020, down from 298 in Q1 2020.
  • Funds reported $352M of Lloyds Banking Group stock for Q2 2020, down 18% quarter-over-quarter.
  • 10 funds opened new Lloyds Banking Group positions in Q2 2020 and 80 closed out, a net change of -70 holders.
  • The largest Lloyds Banking Group buyer in Q2 2020 was JP Morgan Chase, an estimated $11.7M added.
  • The largest Lloyds Banking Group seller in Q2 2020 was Renaissance Technologies, an estimated $21.7M sold.

Based on aggregated 13F filings for Q2 2020.