Lloyds Banking Group
203 hedge funds and large institutions have $1.39B invested in Lloyds Banking Group in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 30 closing their positions.
42% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 57
4% more capital invested
Capital invested by funds: $1.34B → $1.39B (+$51.7M)
0% more ownership
Funds ownership: 0.53% → 0.53% (+0%)
5% less funds holding
Funds holding: 213 → 203 (-10)
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
68% less call options, than puts
Call options by funds: $1.45M | Put options by funds: $4.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$10.6M |
| 2 |
VIP
Vantage Investment Partners
Kansas City,
Missouri
|
+$9.58M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
+$9.31M |
| 4 |
Two Sigma Investments
New York
|
+$4.03M |
| 5 |
TWI
Thomas White International
Chicago,
Illinois
|
+$3.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$42.6M |
| 2 |
Natixis Advisors
Boston,
Massachusetts
|
-$5.53M |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.04M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$2.92M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
-$1.8M |
LYG Hedge Fund Activity: Q3 2017 in Review
203 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2017, worth a combined $1.39B — up 3.8% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of LYG and 24 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 81 added.
The largest buyer was Cambiar Investors, opening a new position worth an estimated $10.6M. The largest seller was JP Morgan Chase, cutting an estimated $42.6M.
- 203 institutional investors held Lloyds Banking Group (LYG) as of Q3 2017, down from 213 in Q2 2017.
- Funds reported $1.39B of Lloyds Banking Group stock for Q3 2017, up 3.8% quarter-over-quarter.
- 24 funds opened new Lloyds Banking Group positions in Q3 2017 and 30 closed out, a net change of -6 holders.
- The largest Lloyds Banking Group buyer in Q3 2017 was Cambiar Investors, an estimated $10.6M added.
- The largest Lloyds Banking Group seller in Q3 2017 was JP Morgan Chase, an estimated $42.6M sold.
Based on aggregated 13F filings for Q3 2017.