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Lloyds Banking Group
LYG

196 hedge funds and large institutions have $1.18B invested in Lloyds Banking Group in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 42 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 42

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

6% more funds holding

Funds holding: 185 → 196 (+11)

6% more capital invested

Capital invested by funds: $1.12B → $1.18B (+$64.8M)

2.05% more ownership

Funds ownership: 17.7% → 19.75% (+2.1%)

94% less call options, than puts

Call options by funds: $361K | Put options by funds: $5.59M

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
5.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
94
Reduced
42
Closed
24
Calls
$361K
Puts
$5.59M
Net Calls
-$5.23M
Net Calls Change
+$395K

Top Buyers

1
Macquarie Group
Macquarie Group
Australia
+$41.1M
2
TIM
Thornburg Investment Management
New Mexico
+$28.1M
3
Lazard Asset Management
Lazard Asset Management
New York
+$11.2M
4
MIP
Mondrian Investment Partners
United Kingdom
+$11M
5
BIM
BlackRock Investment Management
Delaware
+$7.24M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.93M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$5.4M
3
JP Morgan Chase
JP Morgan Chase
New York
-$4.22M
4
William Blair & Company
William Blair & Company
Illinois
-$2.19M
5
MRCM
M&R Capital Management
New Jersey
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
176
First City Capital Management
Georgia
$7.59K -$929 -205 -11%
S
177
SignatureFD
Georgia
$7K +$1.36K +301 +22%
PR
178
Payden & Rygel
California
$7K +$6.94K +1,531 New
MFS
179
MSI Financial Services
Massachusetts
$7K +$7.75K +1,709 New
PFBT
180
Parkside Financial Bank & Trust
Missouri
$6K +$422 +93 +8%
EFSCE
181
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
IWMPD
182
Integrated Wealth Management (Palm Desert)
California
$5K +$3.96K +873 +321%
IR
183
Invictus RG
Bermuda
$5K +$5.29K +1,168 New
ACS
184
Archford Capital Strategies
Illinois
$4K – – –
MFBTD
185
MB Financial Bank - Trust Department
Illinois
$4K – – –
PG
186
Patten Group
Tennessee
$3.95K – – –
QCG
187
Quadrant Capital Group
Ohio
$3K -$1.28K -282 -20%
PSC
188
Prentiss Smith & Co
Vermont
$3K – – –
PSI
189
Pinnacle Summer Investments
Virginia
$3K +$748 +165 +36%
FNBT
190
FineMark National Bank & Trust
Florida
$2K -$834 -184 -31%
PAIM
191
Punch & Associates Investment Management
Minnesota
$1.31K +$1.36K +300 New
OC
192
Oakworth Capital
Alabama
$1K – – –
WRM
193
Westport Resources Management
Connecticut
$1K – – –
Carson Wealth (CWM LLC)
194
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.06K +233 +228%
LWA
195
Lenox Wealth Advisors
New York
$1K +$1.5K +332 New
Manulife (Manufacturers Life Insurance)
196
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$109 – – –
WHG
197
Westwood Holdings Group
Texas
– -$407K -88,450 Closed
RBC
198
Ronald Blue & Co
Georgia
– -$282K -61,181 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$272K -59,236 Closed
SB
200
Suntrust Banks
Georgia
– -$264K -57,470 Closed
5 6 7
8
9

LYG Hedge Fund Activity: Q4 2015 in Review

196 of the 3,811 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2015, worth a combined $1.18B — up 5.8% from $1.12B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LYG positions and 24 closed out — a net gain of 13 holders — while 94 added to existing stakes and 42 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $9.93M.

  • 196 institutional investors held Lloyds Banking Group (LYG) as of Q4 2015, up from 185 in Q3 2015.
  • Funds reported $1.18B of Lloyds Banking Group stock for Q4 2015, up 5.8% quarter-over-quarter.
  • 37 funds opened new Lloyds Banking Group positions in Q4 2015 and 24 closed out, a net change of +13 holders.
  • The largest Lloyds Banking Group buyer in Q4 2015 was Macquarie Group, an estimated $41.1M added.
  • The largest Lloyds Banking Group seller in Q4 2015 was Morgan Stanley, an estimated $9.93M sold.

Based on aggregated 13F filings for Q4 2015.