Lloyds Banking Group
272 hedge funds and large institutions have $1.3B invested in Lloyds Banking Group in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 23 closing their positions.
22% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 23
1% more funds holding
Funds holding: 268 → 272 (+4)
0.04% less ownership
Funds ownership: 0.64% → 0.6% (-0.04%)
15% less capital invested
Capital invested by funds: $1.53B → $1.3B (-$235M)
21% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 105
61% less call options, than puts
Call options by funds: $534K | Put options by funds: $1.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$13.8M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$10.7M |
| 3 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
+$10.4M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.62M |
| 5 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$4.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$94.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$45.7M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$11.2M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
-$6.28M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$4.97M |
LYG Hedge Fund Activity: Q3 2018 in Review
272 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2018, worth a combined $1.3B — down 15% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new LYG positions and 23 closed out — a net gain of 5 holders — while 83 added to existing stakes and 105 trimmed.
The largest buyer was Citigroup, adding an estimated $13.8M. The largest seller was Fisher Asset Management, cutting an estimated $94.4M.
- 272 institutional investors held Lloyds Banking Group (LYG) as of Q3 2018, up from 268 in Q2 2018.
- Funds reported $1.3B of Lloyds Banking Group stock for Q3 2018, down 15% quarter-over-quarter.
- 28 funds opened new Lloyds Banking Group positions in Q3 2018 and 23 closed out, a net change of +5 holders.
- The largest Lloyds Banking Group buyer in Q3 2018 was Citigroup, an estimated $13.8M added.
- The largest Lloyds Banking Group seller in Q3 2018 was Fisher Asset Management, an estimated $94.4M sold.
Based on aggregated 13F filings for Q3 2018.