Lloyds Banking Group
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$70.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.99M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$3.41M |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.5M |
| 5 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$74.2M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$63.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$24M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$12.5M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$7.21M |
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.