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Lloyds Banking Group

176 hedge funds and large institutions have $1.2B invested in Lloyds Banking Group in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

24% more capital invested

Capital invested by funds: $965M → $1.2B (+$231M)

1.01% more ownership

Funds ownership: 15.04%16.05% (+1%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 176176 (0)

93% less call options, than puts

Call options by funds: $479K | Put options by funds: $7.29M

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
74
Reduced
45
Closed
23
Calls
$479K
Puts
$7.29M
Net Calls
-$6.81M
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Change in
Stake
SGA
76
Strategic Global Advisors
California
$275K +$28.2K +5,422 +12%
CCA
77
Checchi Capital Advisers
California
$275K +$68.3K +13,123 +35%
SB
78
Suntrust Banks
Georgia
$274K -$550K -105,644 -68%
Creative Planning
79
Creative Planning
Kansas
$271K -$421K -80,851 -62%
EMG
80
Ellington Management Group
Connecticut
$257K +$247K +47,400 New
RJT
81
Raymond James Trust
Florida
$256K +$14.7K +2,815 +6%
AP
82
Advisor Partners
California
$253K +$16.9K +3,238 +7%
Pacer Advisors
83
Pacer Advisors
Pennsylvania
$240K
TSS
84
Two Sigma Securities
New York
$210K +$51.7K +9,929 +35%
EAM
85
Eagle Asset Management
Florida
$203K +$2.71K +520 +1%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$201K -$13.2K -2,535 -6%
GC
87
Guggenheim Capital
Illinois
$194K -$6.17K -1,185 -3%
SI
88
Stephens Inc
Arkansas
$181K -$250 -48 -0.1%
ATIA
89
American Trust Investment Advisors
New Hampshire
$174K
LTFS
90
Ladenburg Thalmann Financial Services
Florida
$173K +$7.13K +1,369 +4%
SCM
91
Sterling Capital Management
North Carolina
$168K +$38.4K +7,379 +31%
GIA
92
Gateway Investment Advisers
Ohio
$167K
JMPWA
93
JP Morgan Private Wealth Advisors
California
$156K +$90.5K +17,386 +152%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$155K -$185K -35,468 -55%
DWT
95
Dorsey & Whitney Trust
South Dakota
$153K -$2.37K -455 -2%
CBU
96
CIBC Bank USA
Illinois
$141K +$6.53K +1,253 +5%
AI
97
Atria Investments
North Carolina
$138K +$23.9K +4,589 +22%
CIP
98
Convergence Investment Partners
Florida
$135K -$35.1K -6,737 -21%
MWM
99
Mission Wealth Management
California
$128K +$143K +27,495 New
BF
100
BOK Financial
Oklahoma
$123K -$2.43K -467 -2%

LYG Hedge Fund Activity: Q2 2015 in Review

176 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2015, worth a combined $1.2B — up 24% from $965M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new LYG positions and 23 closed out — a net gain of 1 holder — while 74 added to existing stakes and 45 trimmed.

The largest buyer was Invesco, adding an estimated $43.9M. The largest seller was Thornburg Investment Management, cutting an estimated $51M.

  • 176 institutional investors held Lloyds Banking Group (LYG) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $1.2B of Lloyds Banking Group stock for Q2 2015, up 24% quarter-over-quarter.
  • 24 funds opened new Lloyds Banking Group positions in Q2 2015 and 23 closed out, a net change of +1 holder.
  • The largest Lloyds Banking Group buyer in Q2 2015 was Invesco, an estimated $43.9M added.
  • The largest Lloyds Banking Group seller in Q2 2015 was Thornburg Investment Management, an estimated $51M sold.

Based on aggregated 13F filings for Q2 2015.