Lloyds Banking Group
213 hedge funds and large institutions have $1.34B invested in Lloyds Banking Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 24 closing their positions.
46% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 24
46% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 57
13% more capital invested
Capital invested by funds: $1.19B → $1.34B (+$154M)
5% more funds holding
Funds holding: 202 → 213 (+11)
0.04% more ownership
Funds ownership: 0.49% → 0.53% (+0.04%)
18% less call options, than puts
Call options by funds: $4.95M | Put options by funds: $6.05M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$47.1M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$26.3M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$12.8M |
| 4 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
+$9.73M |
| 5 |
Two Sigma Investments
New York
|
+$5.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$19.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$11.1M |
| 3 |
JP Morgan Chase
New York
|
-$10.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.99M |
| 5 |
FM
Forward Management
San Francisco,
California
|
-$1.47M |
LYG Hedge Fund Activity: Q2 2017 in Review
213 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2017, worth a combined $1.34B — up 13% from $1.19B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new LYG positions and 24 closed out — a net gain of 11 holders — while 83 added to existing stakes and 57 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $47.1M. The largest seller was Capital Guardian Trust, exiting entirely with an estimated $19.9M sold.
- 213 institutional investors held Lloyds Banking Group (LYG) as of Q2 2017, up from 202 in Q1 2017.
- Funds reported $1.34B of Lloyds Banking Group stock for Q2 2017, up 13% quarter-over-quarter.
- 35 funds opened new Lloyds Banking Group positions in Q2 2017 and 24 closed out, a net change of +11 holders.
- The largest Lloyds Banking Group buyer in Q2 2017 was Fisher Asset Management, an estimated $47.1M added.
- The largest Lloyds Banking Group seller in Q2 2017 was Capital Guardian Trust, an estimated $19.9M sold.
Based on aggregated 13F filings for Q2 2017.