Lloyds Banking Group
201 hedge funds and large institutions have $890M invested in Lloyds Banking Group in 2016 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 57 increasing their positions, 78 reducing their positions, and 25 closing their positions.
28% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 25
2% more funds holding
Funds holding: 197 → 201 (+4)
3% more capital invested
Capital invested by funds: $863M → $890M (+$26.5M)
21.46% less ownership
Funds ownership: 21.86% → 0.4% (-21%)
27% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 78
76% less call options, than puts
Call options by funds: $1.25M | Put options by funds: $5.11M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$19.3M |
| 2 |
Northern Trust
Chicago,
Illinois
|
+$16.7M |
| 3 |
Jane Street
New York
|
+$8.98M |
| 4 |
Two Sigma Investments
New York
|
+$4.72M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$50.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$7.33M |
| 3 |
BIM
BlackRock Investment Management
Wilmington,
Delaware
|
-$6.51M |
| 4 |
Renaissance Technologies
New York
|
-$6.38M |
| 5 |
Fisher Asset Management
Camas,
Washington
|
-$6.28M |
LYG Hedge Fund Activity: Q4 2016 in Review
201 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2016, worth a combined $890M — up 3.1% from $863M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new LYG positions and 25 closed out — a net gain of 7 holders — while 57 added to existing stakes and 78 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $19.3M. The largest seller was Macquarie Group, cutting an estimated $50.3M.
- 201 institutional investors held Lloyds Banking Group (LYG) as of Q4 2016, up from 197 in Q3 2016.
- Funds reported $890M of Lloyds Banking Group stock for Q4 2016, up 3.1% quarter-over-quarter.
- 32 funds opened new Lloyds Banking Group positions in Q4 2016 and 25 closed out, a net change of +7 holders.
- The largest Lloyds Banking Group buyer in Q4 2016 was JP Morgan Chase, an estimated $19.3M added.
- The largest Lloyds Banking Group seller in Q4 2016 was Macquarie Group, an estimated $50.3M sold.
Based on aggregated 13F filings for Q4 2016.