Lloyds Banking Group
139 hedge funds and large institutions have $830M invested in Lloyds Banking Group in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 18 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 45
4% more capital invested
Capital invested by funds: $802M → $830M (+$28.9M)
0.97% more ownership
Funds ownership: 10.94% → 11.91% (+0.97%)
0% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 18
1% less funds holding
Funds holding: 141 → 139 (-2)
96% less call options, than puts
Call options by funds: $286K | Put options by funds: $7.79M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$40.7M |
| 2 |
Lazard Asset Management
New York
|
+$16.5M |
| 3 |
Morgan Stanley
New York
|
+$13.1M |
| 4 |
AG
Aperio Group
Sausalito,
California
|
+$7.78M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$7.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$13.3M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.22M |
| 3 |
Bank of New York Mellon
New York
|
-$4.29M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.26M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$4.05M |
LYG Hedge Fund Activity: Q1 2014 in Review
139 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2014, worth a combined $830M — up 3.6% from $802M a quarter earlier.
Fund positioning in LYG was balanced in Q1 2014: 18 funds opened new positions, 18 closed out, 53 added to existing stakes and 45 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $40.7M. The largest seller was Barclays, cutting an estimated $13.3M.
- 139 institutional investors held Lloyds Banking Group (LYG) as of Q1 2014, down from 141 in Q4 2013.
- Funds reported $830M of Lloyds Banking Group stock for Q1 2014, up 3.6% quarter-over-quarter.
- 18 funds opened new Lloyds Banking Group positions in Q1 2014 and 18 closed out, a net change of 0 holders.
- The largest Lloyds Banking Group buyer in Q1 2014 was Fisher Asset Management, an estimated $40.7M added.
- The largest Lloyds Banking Group seller in Q1 2014 was Barclays, an estimated $13.3M sold.
Based on aggregated 13F filings for Q1 2014.