Lloyds Banking Group
170 hedge funds and large institutions have $964M invested in Lloyds Banking Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.
70% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 20
8% more funds holding
Funds holding: 158 → 170 (+12)
0% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 54
2.69% less ownership
Funds ownership: 17.82% → 15.13% (-2.7%)
22% less capital invested
Capital invested by funds: $1.23B → $964M (-$270M)
99% less call options, than puts
Call options by funds: $94K | Put options by funds: $6.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$13M |
| 2 |
Citigroup
New York
|
+$11.6M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$7.67M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$4.5M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$4.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$230M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$10.6M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
-$5.6M |
| 4 |
Morgan Stanley
New York
|
-$4.5M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$3.52M |
LYG Hedge Fund Activity: Q4 2014 in Review
170 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2014, worth a combined $964M — down 22% from $1.23B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new LYG positions and 20 closed out — a net gain of 14 holders — while 54 added to existing stakes and 54 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $13M. The largest seller was Fisher Asset Management, cutting an estimated $230M.
- 170 institutional investors held Lloyds Banking Group (LYG) as of Q4 2014, up from 158 in Q3 2014.
- Funds reported $964M of Lloyds Banking Group stock for Q4 2014, down 22% quarter-over-quarter.
- 34 funds opened new Lloyds Banking Group positions in Q4 2014 and 20 closed out, a net change of +14 holders.
- The largest Lloyds Banking Group buyer in Q4 2014 was Jane Street, an estimated $13M added.
- The largest Lloyds Banking Group seller in Q4 2014 was Fisher Asset Management, an estimated $230M sold.
Based on aggregated 13F filings for Q4 2014.