Lloyds Banking Group
202 hedge funds and large institutions have $1.19B invested in Lloyds Banking Group in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 35 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 77 | Existing positions reduced: 41
34% more capital invested
Capital invested by funds: $890M → $1.19B (+$299M)
14% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 35
0% more funds holding
Funds holding: 201 → 202 (+1)
0.09% more ownership
Funds ownership: 0.4% → 0.49% (+0.09%)
86% less call options, than puts
Call options by funds: $714K | Put options by funds: $5.06M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$184M |
| 2 |
JP Morgan Chase
New York
|
+$27.9M |
| 3 |
BlackRock
New York
|
+$22.1M |
| 4 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$12.7M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$8.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
-$14.5M |
| 2 |
Renaissance Technologies
New York
|
-$13.4M |
| 3 |
Jane Street
New York
|
-$9.7M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
-$6.49M |
| 5 |
Two Sigma Investments
New York
|
-$5.53M |
LYG Hedge Fund Activity: Q1 2017 in Review
202 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2017, worth a combined $1.19B — up 34% from $890M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new LYG positions and 35 closed out — a net gain of 5 holders — while 77 added to existing stakes and 41 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $184M. The largest seller was Thornburg Investment Management, cutting an estimated $14.5M.
- 202 institutional investors held Lloyds Banking Group (LYG) as of Q1 2017, up from 201 in Q4 2016.
- Funds reported $1.19B of Lloyds Banking Group stock for Q1 2017, up 34% quarter-over-quarter.
- 40 funds opened new Lloyds Banking Group positions in Q1 2017 and 35 closed out, a net change of +5 holders.
- The largest Lloyds Banking Group buyer in Q1 2017 was Boston Partners, an estimated $184M added.
- The largest Lloyds Banking Group seller in Q1 2017 was Thornburg Investment Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q1 2017.