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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
PSUF
251
People's United Financial
Connecticut
– -$53K -35,238 Closed
VAS
252
Vestmark Advisory Solutions
Massachusetts
– -$47K -31,012 Closed
Mercer Global Advisors
253
Mercer Global Advisors
Colorado
– -$44K -29,304 Closed
WS
254
Wedbush Securities
California
– -$42K -28,094 Closed
LA
255
LVW Advisors
New York
– -$42K -28,034 Closed
Chevy Chase Trust
256
Chevy Chase Trust
Maryland
– -$39K -26,166 Closed
HSBC Holdings
257
HSBC Holdings
United Kingdom
– -$39K -25,556 Closed
SRC
258
Sage Rhino Capital
California
– -$38K -25,412 Closed
DC
259
Davenport & Co
Virginia
– -$38K -25,000 Closed
MOS
260
MGO One Seven
Ohio
– -$36K -24,224 Closed
MA
261
Mutual Advisors
Nebraska
– -$35K -23,341 Closed
GC
262
Grimes & Company
Massachusetts
– -$35K -23,301 Closed
PPW
263
Parcion Private Wealth
Washington
– -$34K -22,713 Closed
KA
264
Kovack Advisors
Florida
– -$32K -20,970 Closed
First Trust Advisors
265
First Trust Advisors
Illinois
– -$29K -19,144 Closed
ER
266
Enlightenment Research
Florida
– -$45K -17,700 Closed
IC
267
Intersect Capital
California
– -$26K -17,519 Closed
PAMG
268
Patton Albertson Miller Group
Tennessee
– -$25K -16,300 Closed
IDBONY
269
Israel Discount Bank of New York
New York
– -$25K -16,250 Closed
ONB
270
Old National Bancorp
Indiana
– -$23K -15,215 Closed
FGAM
271
Financial Gravity Asset Management
Texas
– -$22.7K -15,032 Closed
PA
272
Procyon Advisors
Connecticut
– -$20K -13,230 Closed
HIMCH
273
Hartford Investment Management Co (HIMCO)
Connecticut
– -$20K -13,228 Closed
SFA
274
Souders Financial Advisors
Ohio
– -$19K -12,525 Closed
PWPS
275
Pinnacle Wealth Planning Services
Ohio
– -$18K -12,218 Closed
9 10
11
12 13

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.