Lloyds Banking Group
201 hedge funds and large institutions have $1.17B invested in Lloyds Banking Group in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 28 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 59
18% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 28
2% more funds holding
Funds holding: 197 → 201 (+4)
1.83% more ownership
Funds ownership: 19.75% → 21.58% (+1.8%)
1% less capital invested
Capital invested by funds: $1.18B → $1.17B (-$10.9M)
99% less call options, than puts
Call options by funds: $40K | Put options by funds: $6.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$63M |
| 2 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$10.2M |
| 3 |
Renaissance Technologies
New York
|
+$8.61M |
| 4 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
+$8.48M |
| 5 |
Lazard Asset Management
New York
|
+$6.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$6.28M |
| 2 |
UBS AM
Chicago,
Illinois
|
-$4.79M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
-$4.53M |
| 4 |
Morgan Stanley
New York
|
-$4.27M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.53M |
LYG Hedge Fund Activity: Q1 2016 in Review
201 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2016, worth a combined $1.17B — down 0.92% from $1.18B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new LYG positions and 28 closed out — a net gain of 5 holders — while 75 added to existing stakes and 59 trimmed.
The largest buyer was Macquarie Group, adding an estimated $63M. The largest seller was Fisher Asset Management, cutting an estimated $6.28M.
- 201 institutional investors held Lloyds Banking Group (LYG) as of Q1 2016, up from 197 in Q4 2015.
- Funds reported $1.17B of Lloyds Banking Group stock for Q1 2016, down 0.92% quarter-over-quarter.
- 33 funds opened new Lloyds Banking Group positions in Q1 2016 and 28 closed out, a net change of +5 holders.
- The largest Lloyds Banking Group buyer in Q1 2016 was Macquarie Group, an estimated $63M added.
- The largest Lloyds Banking Group seller in Q1 2016 was Fisher Asset Management, an estimated $6.28M sold.
Based on aggregated 13F filings for Q1 2016.