Lloyds Banking Group
252 hedge funds and large institutions have $1.62B invested in Lloyds Banking Group in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 18 closing their positions.
283% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 18
60% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 52
24% more funds holding
Funds holding: 203 → 252 (+49)
16% more capital invested
Capital invested by funds: $1.39B → $1.62B (+$229M)
0.07% more ownership
Funds ownership: 0.53% → 0.61% (+0.07%)
72% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $4.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
+$122M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.5M |
| 3 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
+$14.8M |
| 4 |
Fisher Asset Management
Camas,
Washington
|
+$13.5M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBT
Capital Bank & Trust
Irvine,
California
|
-$14.9M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$5.7M |
| 3 |
JP Morgan Chase
New York
|
-$4.74M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$4.4M |
| 5 |
Two Sigma Investments
New York
|
-$3.24M |
LYG Hedge Fund Activity: Q4 2017 in Review
252 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2017, worth a combined $1.62B — up 16% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new LYG positions and 18 closed out — a net gain of 51 holders — while 83 added to existing stakes and 52 trimmed.
The largest buyer was Cambiar Investors, adding an estimated $122M. The largest seller was Capital Bank & Trust, cutting an estimated $14.9M.
- 252 institutional investors held Lloyds Banking Group (LYG) as of Q4 2017, up from 203 in Q3 2017.
- Funds reported $1.62B of Lloyds Banking Group stock for Q4 2017, up 16% quarter-over-quarter.
- 69 funds opened new Lloyds Banking Group positions in Q4 2017 and 18 closed out, a net change of +51 holders.
- The largest Lloyds Banking Group buyer in Q4 2017 was Cambiar Investors, an estimated $122M added.
- The largest Lloyds Banking Group seller in Q4 2017 was Capital Bank & Trust, an estimated $14.9M sold.
Based on aggregated 13F filings for Q4 2017.