Lloyds Banking Group
197 hedge funds and large institutions have $1.18B invested in Lloyds Banking Group in 2015 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 94 increasing their positions, 42 reducing their positions, and 24 closing their positions.
124% more repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 42
54% more first-time investments, than exits
New positions opened: 37 | Existing positions closed: 24
6% more funds holding
Funds holding: 186 → 197 (+11)
6% more capital invested
Capital invested by funds: $1.12B → $1.18B (+$64.7M)
2.05% more ownership
Funds ownership: 17.7% → 19.75% (+2.1%)
94% less call options, than puts
Call options by funds: $361K | Put options by funds: $5.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$41.1M |
| 2 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$28.1M |
| 3 |
Lazard Asset Management
New York
|
+$11.2M |
| 4 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$11M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$7.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.93M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$5.4M |
| 3 |
JP Morgan Chase
New York
|
-$4.22M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$2.19M |
| 5 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$1.91M |
LYG Hedge Fund Activity: Q4 2015 in Review
197 of the 3,824 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2015, worth a combined $1.18B — up 5.8% from $1.12B a quarter earlier.
Buyers outnumbered sellers: 37 funds opened new LYG positions and 24 closed out — a net gain of 13 holders — while 94 added to existing stakes and 42 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $41.1M. The largest seller was Morgan Stanley, cutting an estimated $9.93M.
- 197 institutional investors held Lloyds Banking Group (LYG) as of Q4 2015, up from 186 in Q3 2015.
- Funds reported $1.18B of Lloyds Banking Group stock for Q4 2015, up 5.8% quarter-over-quarter.
- 37 funds opened new Lloyds Banking Group positions in Q4 2015 and 24 closed out, a net change of +13 holders.
- The largest Lloyds Banking Group buyer in Q4 2015 was Macquarie Group, an estimated $41.1M added.
- The largest Lloyds Banking Group seller in Q4 2015 was Morgan Stanley, an estimated $9.93M sold.
Based on aggregated 13F filings for Q4 2015.