Lloyds Banking Group
326 hedge funds and large institutions have $1.12B invested in Lloyds Banking Group in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 33 closing their positions.
646% more call options, than puts
Call options by funds: $7.13M | Put options by funds: $956K
106% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 33
26% more capital invested
Capital invested by funds: $891M → $1.12B (+$230M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
10% more funds holding
Funds holding: 296 → 326 (+30)
8% more repeat investments, than reductions
Existing positions increased: 110 | Existing positions reduced: 102
0% more ownership
Funds ownership: 0.48% → 0.48% (+0%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$11.3M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$7.47M |
| 3 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$7.21M |
| 4 |
Renaissance Technologies
New York
|
+$5.27M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$3.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Verition Fund Management
Greenwich,
Connecticut
|
-$10.3M |
| 2 |
CCM
Causeway Capital Management
Los Angeles,
California
|
-$9.51M |
| 3 |
CI
Cambiar Investors
Denver,
Colorado
|
-$6.93M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$4.7M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$3.6M |
LYG Hedge Fund Activity: Q4 2019 in Review
326 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2019, worth a combined $1.12B — up 26% from $891M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LYG positions and 33 closed out — a net gain of 35 holders — while 110 added to existing stakes and 102 trimmed.
The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $11.3M. The largest seller was Verition Fund Management, cutting an estimated $10.3M.
- 326 institutional investors held Lloyds Banking Group (LYG) as of Q4 2019, up from 296 in Q3 2019.
- Funds reported $1.12B of Lloyds Banking Group stock for Q4 2019, up 26% quarter-over-quarter.
- 68 funds opened new Lloyds Banking Group positions in Q4 2019 and 33 closed out, a net change of +35 holders.
- The largest Lloyds Banking Group buyer in Q4 2019 was CIBC Private Wealth Group, an estimated $11.3M added.
- The largest Lloyds Banking Group seller in Q4 2019 was Verition Fund Management, an estimated $10.3M sold.
Based on aggregated 13F filings for Q4 2019.