Lloyds Banking Group
186 hedge funds and large institutions have $1.12B invested in Lloyds Banking Group in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 16 closing their positions.
91% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 43
63% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 16
5% more funds holding
Funds holding: 177 → 186 (+9)
1.64% more ownership
Funds ownership: 16.05% → 17.7% (+1.6%)
7% less capital invested
Capital invested by funds: $1.2B → $1.12B (-$78.5M)
92% less call options, than puts
Call options by funds: $519K | Put options by funds: $6.15M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$99.7M |
| 2 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$41M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$9.68M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$8.77M |
| 5 |
JP Morgan Chase
New York
|
+$4.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Comerica Bank
Dallas,
Texas
|
-$5.22M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.14M |
| 3 |
Two Sigma Investments
New York
|
-$3.48M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$2.77M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.59M |
LYG Hedge Fund Activity: Q3 2015 in Review
186 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2015, worth a combined $1.12B — down 6.6% from $1.2B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new LYG positions and 16 closed out — a net gain of 10 holders — while 82 added to existing stakes and 43 trimmed.
The largest buyer was Bank of America, adding an estimated $99.7M. The largest seller was Comerica Bank, cutting an estimated $5.22M.
- 186 institutional investors held Lloyds Banking Group (LYG) as of Q3 2015, up from 177 in Q2 2015.
- Funds reported $1.12B of Lloyds Banking Group stock for Q3 2015, down 6.6% quarter-over-quarter.
- 26 funds opened new Lloyds Banking Group positions in Q3 2015 and 16 closed out, a net change of +10 holders.
- The largest Lloyds Banking Group buyer in Q3 2015 was Bank of America, an estimated $99.7M added.
- The largest Lloyds Banking Group seller in Q3 2015 was Comerica Bank, an estimated $5.22M sold.
Based on aggregated 13F filings for Q3 2015.