Lloyds Banking Group
177 hedge funds and large institutions have $1.2B invested in Lloyds Banking Group in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.
64% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 45
24% more capital invested
Capital invested by funds: $965M → $1.2B (+$232M)
1.01% more ownership
Funds ownership: 15.04% → 16.05% (+1%)
4% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 23
0% more funds holding
Funds holding: 177 → 177 (0)
93% less call options, than puts
Call options by funds: $479K | Put options by funds: $7.29M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$43.9M |
| 2 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$29M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$12.1M |
| 4 |
JP Morgan Chase
New York
|
+$10.7M |
| 5 |
Comerica Bank
Dallas,
Texas
|
+$5.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$51M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$7.54M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$3.67M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$2.51M |
| 5 |
FA
FDx Advisors
Chicago,
Illinois
|
-$1.74M |
LYG Hedge Fund Activity: Q2 2015 in Review
177 of the 3,730 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2015, worth a combined $1.2B — up 24% from $965M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new LYG positions and 23 closed out — a net gain of 1 holder — while 74 added to existing stakes and 45 trimmed.
The largest buyer was Invesco, adding an estimated $43.9M. The largest seller was Thornburg Investment Management, cutting an estimated $51M.
- 177 institutional investors held Lloyds Banking Group (LYG) as of Q2 2015, unchanged from Q1 2015.
- Funds reported $1.2B of Lloyds Banking Group stock for Q2 2015, up 24% quarter-over-quarter.
- 24 funds opened new Lloyds Banking Group positions in Q2 2015 and 23 closed out, a net change of +1 holder.
- The largest Lloyds Banking Group buyer in Q2 2015 was Invesco, an estimated $43.9M added.
- The largest Lloyds Banking Group seller in Q2 2015 was Thornburg Investment Management, an estimated $51M sold.
Based on aggregated 13F filings for Q2 2015.