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Lloyds Banking Group
LYG

195 hedge funds and large institutions have $865M invested in Lloyds Banking Group in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 196 → 195 (-1)

3% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 32

3.08% less ownership

Funds ownership: 24.94% → 21.86% (-3.1%)

14% less capital invested

Capital invested by funds: $1.01B → $865M (-$147M)

20% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 74

89% less call options, than puts

Call options by funds: $630K | Put options by funds: $5.97M

Holders
195
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
74
Closed
32
Calls
$630K
Puts
$5.97M
Net Calls
-$5.34M
Net Calls Change
-$617K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$70.8M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.99M
3
UBS Group
UBS Group
Switzerland
+$3.41M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$1.5M
5
CCM
Causeway Capital Management
California
+$1.22M

Top Sellers

1
Lazard Asset Management
Lazard Asset Management
New York
-$74.2M
2
Macquarie Group
Macquarie Group
Australia
-$63.3M
3
Bank of America
Bank of America
North Carolina
-$24M
4
Wells Fargo
Wells Fargo
California
-$12.5M
5
Franklin Resources
Franklin Resources
California
-$7.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Capstone Asset Management
Texas
$3.43M +$118K +39,710 +3%
WAM
27
World Asset Management
Michigan
$3.42M +$263K +88,602 +8%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$3.37M -$173K -58,106 -5%
MRCM
29
M&R Capital Management
New Jersey
$2.94M -$109K -36,675 -3%
AG
30
Aperio Group
California
$2.81M -$823K -276,777 -22%
Comerica Bank
31
Comerica Bank
Texas
$2.7M -$148K -49,836 -5%
SEI Investments
32
SEI Investments
Pennsylvania
$2.59M +$823K +276,969 +44%
FIM
33
Frontier Investment Management
Texas
$2.41M – – –
Morgan Stanley
34
Morgan Stanley
New York
$2.16M -$3.43M -1,155,015 -61%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$1.76M +$169K +56,706 +10%
VKH
36
Virtu KCG Holdings
New York
$1.74M +$659K +221,740 +58%
SBAM
37
Santa Barbara Asset Management
California
$1.68M -$59.7K -20,093 -3%
FM
38
Forward Management
California
$1.59M -$45.7K -15,383 -3%
Ameriprise
39
Ameriprise
Minnesota
$1.49M -$1.28M -430,217 -45%
SM
40
Senvest Management
New York
$1.44M – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$1.37M +$560K +188,269 +65%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$1.34M +$143K +48,273 +12%
Millennium Management
43
Millennium Management
New York
$1.06M +$830K +279,450 +314%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$982K +$35.2K +11,832 +4%
Deutsche Bank
45
Deutsche Bank
Germany
$860K -$2.08M -698,993 -70%
Creative Planning
46
Creative Planning
Kansas
$857K +$503K +169,092 +131%
MM
47
Midas Management
New York
$825K – – –
DC
48
Deere & Company
Illinois
$798K – – –
Fiera Capital (Canada)
49
Fiera Capital (Canada)
Quebec, Canada
$718K +$743K +250,000 New
ECM
50
ETrade Capital Management
Virginia
$715K -$228K -76,626 -24%
1
2
3 4 5

LYG Hedge Fund Activity: Q3 2016 in Review

195 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2016, worth a combined $865M — down 14% from $1.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of LYG and 31 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 59 added.

The largest buyer was Fisher Asset Management, adding an estimated $70.8M. The largest seller was Lazard Asset Management, cutting an estimated $74.2M.

  • 195 institutional investors held Lloyds Banking Group (LYG) as of Q3 2016, down from 196 in Q2 2016.
  • Funds reported $865M of Lloyds Banking Group stock for Q3 2016, down 14% quarter-over-quarter.
  • 31 funds opened new Lloyds Banking Group positions in Q3 2016 and 32 closed out, a net change of -1 holder.
  • The largest Lloyds Banking Group buyer in Q3 2016 was Fisher Asset Management, an estimated $70.8M added.
  • The largest Lloyds Banking Group seller in Q3 2016 was Lazard Asset Management, an estimated $74.2M sold.

Based on aggregated 13F filings for Q3 2016.