Lloyds Banking Group
296 hedge funds and large institutions have $891M invested in Lloyds Banking Group in 2019 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 112 increasing their positions, 95 reducing their positions, and 45 closing their positions.
1,314% more call options, than puts
Call options by funds: $7.42M | Put options by funds: $525K
18% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 95
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.02% less ownership
Funds ownership: 0.5% → 0.48% (-0.02%)
3% less funds holding
Funds holding: 305 → 296 (-9)
11% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 45
12% less capital invested
Capital invested by funds: $1.01B → $891M (-$118M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$5.19M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$3.73M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$3.23M |
| 4 |
CGH
Crossmark Global Holdings
Houston,
Texas
|
+$2.94M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$21.4M |
| 2 |
CI
Cambiar Investors
Denver,
Colorado
|
-$11.1M |
| 3 |
ACM
Advisors Capital Management
Ridgewood,
New Jersey
|
-$6.21M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.27M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$4.5M |
LYG Hedge Fund Activity: Q3 2019 in Review
296 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2019, worth a combined $891M — down 12% from $1.01B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of LYG and 40 opened new positions — a net loss of 5 holders — while 95 trimmed existing stakes and 112 added.
The largest buyer was Mondrian Investment Partners, adding an estimated $5.19M. The largest seller was Deutsche Bank, cutting an estimated $21.4M.
- 296 institutional investors held Lloyds Banking Group (LYG) as of Q3 2019, down from 305 in Q2 2019.
- Funds reported $891M of Lloyds Banking Group stock for Q3 2019, down 12% quarter-over-quarter.
- 40 funds opened new Lloyds Banking Group positions in Q3 2019 and 45 closed out, a net change of -5 holders.
- The largest Lloyds Banking Group buyer in Q3 2019 was Mondrian Investment Partners, an estimated $5.19M added.
- The largest Lloyds Banking Group seller in Q3 2019 was Deutsche Bank, an estimated $21.4M sold.
Based on aggregated 13F filings for Q3 2019.