Lloyds Banking Group
197 hedge funds and large institutions have $914M invested in Lloyds Banking Group in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 72 reducing their positions, and 29 closing their positions.
0.95% more ownership
Funds ownership: 21.58% → 22.53% (+0.95%)
7% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 72
2% less funds holding
Funds holding: 201 → 197 (-4)
10% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 29
22% less capital invested
Capital invested by funds: $1.17B → $914M (-$259M)
90% less call options, than puts
Call options by funds: $542K | Put options by funds: $5.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$30.6M |
| 2 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$15M |
| 3 |
Renaissance Technologies
New York
|
+$8.81M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$7.23M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$5.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$10.5M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
-$7.73M |
| 3 |
ClearBridge Investments
New York
|
-$4.06M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$2.68M |
| 5 |
CAM
Capstone Asset Management
Houston,
Texas
|
-$2.5M |
LYG Hedge Fund Activity: Q2 2016 in Review
197 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2016, worth a combined $914M — down 22% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of LYG and 26 opened new positions — a net loss of 3 holders — while 72 trimmed existing stakes and 67 added.
The largest buyer was Macquarie Group, adding an estimated $30.6M. The largest seller was Thornburg Investment Management, cutting an estimated $10.5M.
- 197 institutional investors held Lloyds Banking Group (LYG) as of Q2 2016, down from 201 in Q1 2016.
- Funds reported $914M of Lloyds Banking Group stock for Q2 2016, down 22% quarter-over-quarter.
- 26 funds opened new Lloyds Banking Group positions in Q2 2016 and 29 closed out, a net change of -3 holders.
- The largest Lloyds Banking Group buyer in Q2 2016 was Macquarie Group, an estimated $30.6M added.
- The largest Lloyds Banking Group seller in Q2 2016 was Thornburg Investment Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q2 2016.