Lloyds Banking Group
LYG
197 hedge funds and large institutions have $863M invested in Lloyds Banking Group in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 61 increasing their positions, 73 reducing their positions, and 31 closing their positions.
0% more funds holding
Funds holding: 197 → 197 (0)
0% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 31
0.67% less ownership
Funds ownership: 22.53% → 21.86% (-0.67%)
6% less capital invested
Capital invested by funds: $914M → $863M (-$50.4M)
16% less repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 73
89% less call options, than puts
Call options by funds: $630K | Put options by funds: $5.97M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$70.8M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$35.2M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.99M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$3.41M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$1.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$74.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$24M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.5M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$7.21M |
| 5 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$4.65M |
LYG Hedge Fund Activity: Q3 2016 in Review
197 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2016, worth a combined $863M — down 5.5% from $914M a quarter earlier.
Fund positioning in LYG was balanced in Q3 2016: 31 funds opened new positions, 31 closed out, 61 added to existing stakes and 73 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $70.8M. The largest seller was Lazard Asset Management, cutting an estimated $74.2M.
- 197 institutional investors held Lloyds Banking Group (LYG) as of Q3 2016, unchanged from Q2 2016.
- Funds reported $863M of Lloyds Banking Group stock for Q3 2016, down 5.5% quarter-over-quarter.
- 31 funds opened new Lloyds Banking Group positions in Q3 2016 and 31 closed out, a net change of 0 holders.
- The largest Lloyds Banking Group buyer in Q3 2016 was Fisher Asset Management, an estimated $70.8M added.
- The largest Lloyds Banking Group seller in Q3 2016 was Lazard Asset Management, an estimated $74.2M sold.
Based on aggregated 13F filings for Q3 2016.