Lloyds Banking Group
123 hedge funds and large institutions have $377M invested in Lloyds Banking Group in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 58 increasing their positions, 23 reducing their positions, and 13 closing their positions.
152% more repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 23
40% more capital invested
Capital invested by funds: $269M → $377M (+$108M)
38% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 13
3% more funds holding
Funds holding: 120 → 123 (+3)
14.68% less ownership
Funds ownership: 20.43% → 5.75% (-15%)
59% less call options, than puts
Call options by funds: $490K | Put options by funds: $1.19M
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
+$31.7M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.86M |
| 3 |
Barclays
London,
United Kingdom
|
+$5.25M |
| 4 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$4.25M |
| 5 |
Morgan Stanley
New York
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOAM
Vertex One Asset Management
Vancouver,
British Columbia, Canada
|
-$28.1M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.24M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.71M |
| 4 |
WAM
World Asset Management
Detroit,
Michigan
|
-$1.28M |
| 5 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$1.26M |
LYG Hedge Fund Activity: Q3 2013 in Review
123 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2013, worth a combined $377M — up 40% from $269M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new LYG positions and 13 closed out — a net gain of 5 holders — while 58 added to existing stakes and 23 trimmed.
The largest buyer was ING Group, adding an estimated $31.7M. The largest seller was Vertex One Asset Management, exiting entirely with an estimated $28.1M sold.
- 123 institutional investors held Lloyds Banking Group (LYG) as of Q3 2013, up from 120 in Q2 2013.
- Funds reported $377M of Lloyds Banking Group stock for Q3 2013, up 40% quarter-over-quarter.
- 18 funds opened new Lloyds Banking Group positions in Q3 2013 and 13 closed out, a net change of +5 holders.
- The largest Lloyds Banking Group buyer in Q3 2013 was ING Group, an estimated $31.7M added.
- The largest Lloyds Banking Group seller in Q3 2013 was Vertex One Asset Management, an estimated $28.1M sold.
Based on aggregated 13F filings for Q3 2013.