Lloyds Banking Group
268 hedge funds and large institutions have $1.53B invested in Lloyds Banking Group in 2018 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
2% more funds holding
Funds holding: 262 → 268 (+6)
0.01% less ownership
Funds ownership: 0.65% → 0.64% (-0.01%)
4% less repeat investments, than reductions
Existing positions increased: 85 | Existing positions reduced: 89
12% less capital invested
Capital invested by funds: $1.75B → $1.53B (-$214M)
21% less call options, than puts
Call options by funds: $2.26M | Put options by funds: $2.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$16.2M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$10.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$2.85M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.57M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$1.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$22.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$11.6M |
| 3 |
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
|
-$10.1M |
| 4 |
Two Sigma Investments
New York
|
-$4.56M |
| 5 |
Goldman Sachs
New York
|
-$4.15M |
LYG Hedge Fund Activity: Q2 2018 in Review
268 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2018, worth a combined $1.53B — down 12% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new LYG positions and 24 closed out — a net gain of 10 holders — while 85 added to existing stakes and 89 trimmed.
The largest buyer was Advisory Research, opening a new position worth an estimated $16.2M. The largest seller was BlackRock, cutting an estimated $22.5M.
- 268 institutional investors held Lloyds Banking Group (LYG) as of Q2 2018, up from 262 in Q1 2018.
- Funds reported $1.53B of Lloyds Banking Group stock for Q2 2018, down 12% quarter-over-quarter.
- 34 funds opened new Lloyds Banking Group positions in Q2 2018 and 24 closed out, a net change of +10 holders.
- The largest Lloyds Banking Group buyer in Q2 2018 was Advisory Research, an estimated $16.2M added.
- The largest Lloyds Banking Group seller in Q2 2018 was BlackRock, an estimated $22.5M sold.
Based on aggregated 13F filings for Q2 2018.