Lloyds Banking Group
285 hedge funds and large institutions have $887M invested in Lloyds Banking Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 107 reducing their positions, and 46 closing their positions.
30% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 46
5% more funds holding
Funds holding: 272 → 285 (+13)
0.11% less ownership
Funds ownership: 0.6% → 0.49% (-0.11%)
19% less repeat investments, than reductions
Existing positions increased: 87 | Existing positions reduced: 107
32% less capital invested
Capital invested by funds: $1.3B → $887M (-$410M)
46% less call options, than puts
Call options by funds: $675K | Put options by funds: $1.26M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$40M |
| 2 |
Renaissance Technologies
New York
|
+$20.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$14.4M |
| 4 |
Jane Street
New York
|
+$14.3M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
-$252M |
| 2 |
Citigroup
New York
|
-$15.8M |
| 3 |
CGT
Capital Guardian Trust
Los Angeles,
California
|
-$14.4M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$11.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$10.7M |
LYG Hedge Fund Activity: Q4 2018 in Review
285 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2018, worth a combined $887M — down 32% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new LYG positions and 46 closed out — a net gain of 14 holders — while 87 added to existing stakes and 107 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $40M. The largest seller was Fisher Asset Management, cutting an estimated $252M.
- 285 institutional investors held Lloyds Banking Group (LYG) as of Q4 2018, up from 272 in Q3 2018.
- Funds reported $887M of Lloyds Banking Group stock for Q4 2018, down 32% quarter-over-quarter.
- 60 funds opened new Lloyds Banking Group positions in Q4 2018 and 46 closed out, a net change of +14 holders.
- The largest Lloyds Banking Group buyer in Q4 2018 was JP Morgan Chase, an estimated $40M added.
- The largest Lloyds Banking Group seller in Q4 2018 was Fisher Asset Management, an estimated $252M sold.
Based on aggregated 13F filings for Q4 2018.