Lloyds Banking Group
158 hedge funds and large institutions have $1.23B invested in Lloyds Banking Group in 2014 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 18 closing their positions.
44% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 18
8% more capital invested
Capital invested by funds: $1.14B → $1.23B (+$89.3M)
5% more funds holding
Funds holding: 151 → 158 (+7)
1.6% more ownership
Funds ownership: 16.22% → 17.82% (+1.6%)
10% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 50
98% less call options, than puts
Call options by funds: $184K | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$67.8M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$21.4M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$10.5M |
| 4 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
+$7.37M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
+$5.78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$4.38M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$3.36M |
| 3 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$3.2M |
| 4 |
Lazard Asset Management
New York
|
-$2.97M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$1.29M |
LYG Hedge Fund Activity: Q3 2014 in Review
158 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2014, worth a combined $1.23B — up 7.8% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LYG positions and 18 closed out — a net gain of 8 holders — while 45 added to existing stakes and 50 trimmed.
The largest buyer was Thornburg Investment Management, opening a new position worth an estimated $67.8M. The largest seller was TD Asset Management, cutting an estimated $4.38M.
- 158 institutional investors held Lloyds Banking Group (LYG) as of Q3 2014, up from 151 in Q2 2014.
- Funds reported $1.23B of Lloyds Banking Group stock for Q3 2014, up 7.8% quarter-over-quarter.
- 26 funds opened new Lloyds Banking Group positions in Q3 2014 and 18 closed out, a net change of +8 holders.
- The largest Lloyds Banking Group buyer in Q3 2014 was Thornburg Investment Management, an estimated $67.8M added.
- The largest Lloyds Banking Group seller in Q3 2014 was TD Asset Management, an estimated $4.38M sold.
Based on aggregated 13F filings for Q3 2014.