Lloyds Banking Group
141 hedge funds and large institutions have $802M invested in Lloyds Banking Group in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 12 closing their positions.
158% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 12
113% more capital invested
Capital invested by funds: $377M → $802M (+$425M)
37% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 38
15% more funds holding
Funds holding: 123 → 141 (+18)
5.19% more ownership
Funds ownership: 5.75% → 10.94% (+5.2%)
71% less call options, than puts
Call options by funds: $1.08M | Put options by funds: $3.77M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$371M |
| 2 |
Morgan Stanley
New York
|
+$12.3M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$10.2M |
| 4 |
Barclays
London,
United Kingdom
|
+$4.02M |
| 5 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$3.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$41.5M |
| 2 |
ClearBridge Investments
New York
|
-$6.59M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$5.97M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
-$5.14M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.68M |
LYG Hedge Fund Activity: Q4 2013 in Review
141 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2013, worth a combined $802M — up 113% from $377M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LYG positions and 12 closed out — a net gain of 19 holders — while 52 added to existing stakes and 38 trimmed.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $371M. The largest seller was ING Group, exiting entirely with an estimated $41.5M sold.
- 141 institutional investors held Lloyds Banking Group (LYG) as of Q4 2013, up from 123 in Q3 2013.
- Funds reported $802M of Lloyds Banking Group stock for Q4 2013, up 113% quarter-over-quarter.
- 31 funds opened new Lloyds Banking Group positions in Q4 2013 and 12 closed out, a net change of +19 holders.
- The largest Lloyds Banking Group buyer in Q4 2013 was Fisher Asset Management, an estimated $371M added.
- The largest Lloyds Banking Group seller in Q4 2013 was ING Group, an estimated $41.5M sold.
Based on aggregated 13F filings for Q4 2013.