Lloyds Banking Group
177 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
40% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 47
4% more funds holding
Funds holding: 170 → 177 (+7)
0% more capital invested
Capital invested by funds: $964M → $965M (+$491K)
0.09% less ownership
Funds ownership: 15.13% → 15.04% (-0.09%)
97% less call options, than puts
Call options by funds: $193K | Put options by funds: $7.3M
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$8.41M |
| 2 |
JP Morgan Chase
New York
|
+$7.79M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$6.54M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$6.52M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$18.1M |
| 2 |
Citigroup
New York
|
-$12M |
| 3 |
Jane Street
New York
|
-$11.5M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$7.18M |
| 5 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$6.92M |
LYG Hedge Fund Activity: Q1 2015 in Review
177 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2015, worth a combined $965M — up 0.05% from $964M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new LYG positions and 21 closed out — a net gain of 9 holders — while 66 added to existing stakes and 47 trimmed.
The largest buyer was Neuberger Berman Group, opening a new position worth an estimated $8.41M. The largest seller was Old Mission Capital, exiting entirely with an estimated $18.1M sold.
- 177 institutional investors held Lloyds Banking Group (LYG) as of Q1 2015, up from 170 in Q4 2014.
- Funds reported $965M of Lloyds Banking Group stock for Q1 2015, up 0.05% quarter-over-quarter.
- 30 funds opened new Lloyds Banking Group positions in Q1 2015 and 21 closed out, a net change of +9 holders.
- The largest Lloyds Banking Group buyer in Q1 2015 was Neuberger Berman Group, an estimated $8.41M added.
- The largest Lloyds Banking Group seller in Q1 2015 was Old Mission Capital, an estimated $18.1M sold.
Based on aggregated 13F filings for Q1 2015.