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Lloyds Banking Group

151 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2014 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 61 increasing their positions, 42 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 10

45% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 42

38% more capital invested

Capital invested by funds: $830M → $1.14B (+$314M)

9% more funds holding

Funds holding: 139151 (+12)

4.31% more ownership

Funds ownership: 11.91%16.22% (+4.3%)

95% less call options, than puts

Call options by funds: $331K | Put options by funds: $7.23M

Holders
151
Holders Change
+12
Holders Change %
+8.63%
% of All Funds
4.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
61
Reduced
42
Closed
10
Calls
$331K
Puts
$7.23M
Net Calls
-$6.9M
Net Calls Change
+$608K

LYG Hedge Fund Activity: Q2 2014 in Review

151 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2014, worth a combined $1.14B — up 38% from $830M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new LYG positions and 10 closed out — a net gain of 12 holders — while 61 added to existing stakes and 42 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $275M. The largest seller was Renaissance Technologies, exiting entirely with an estimated $4.19M sold.

  • 151 institutional investors held Lloyds Banking Group (LYG) as of Q2 2014, up from 139 in Q1 2014.
  • Funds reported $1.14B of Lloyds Banking Group stock for Q2 2014, up 38% quarter-over-quarter.
  • 22 funds opened new Lloyds Banking Group positions in Q2 2014 and 10 closed out, a net change of +12 holders.
  • The largest Lloyds Banking Group buyer in Q2 2014 was Fisher Asset Management, an estimated $275M added.
  • The largest Lloyds Banking Group seller in Q2 2014 was Renaissance Technologies, an estimated $4.19M sold.

Based on aggregated 13F filings for Q2 2014.