Lloyds Banking Group
262 hedge funds and large institutions have $1.75B invested in Lloyds Banking Group in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 27 closing their positions.
76% more repeat investments, than reductions
Existing positions increased: 104 | Existing positions reduced: 59
41% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 27
13% more call options, than puts
Call options by funds: $2.72M | Put options by funds: $2.41M
7% more capital invested
Capital invested by funds: $1.62B → $1.75B (+$121M)
4% more funds holding
Funds holding: 252 → 262 (+10)
0.05% more ownership
Funds ownership: 0.61% → 0.65% (+0.05%)
Top Buyers
| 1 |
SCCM
Schafer Cullen Capital Management
New York
|
+$56.8M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$20.8M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$20.7M |
| 4 |
CI
Cambiar Investors
Denver,
Colorado
|
+$12.1M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$9.68M |
Top Sellers
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$28.7M |
| 2 |
Renaissance Technologies
New York
|
-$3.43M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.93M |
| 4 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$2.35M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$1.51M |
LYG Hedge Fund Activity: Q1 2018 in Review
262 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2018, worth a combined $1.75B — up 7.5% from $1.62B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new LYG positions and 27 closed out — a net gain of 11 holders — while 104 added to existing stakes and 59 trimmed.
The largest buyer was Schafer Cullen Capital Management, adding an estimated $56.8M. The largest seller was Fisher Asset Management, cutting an estimated $28.7M.
- 262 institutional investors held Lloyds Banking Group (LYG) as of Q1 2018, up from 252 in Q4 2017.
- Funds reported $1.75B of Lloyds Banking Group stock for Q1 2018, up 7.5% quarter-over-quarter.
- 38 funds opened new Lloyds Banking Group positions in Q1 2018 and 27 closed out, a net change of +11 holders.
- The largest Lloyds Banking Group buyer in Q1 2018 was Schafer Cullen Capital Management, an estimated $56.8M added.
- The largest Lloyds Banking Group seller in Q1 2018 was Fisher Asset Management, an estimated $28.7M sold.
Based on aggregated 13F filings for Q1 2018.