Lloyds Banking Group
298 hedge funds and large institutions have $429M invested in Lloyds Banking Group in 2020 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 94 increasing their positions, 123 reducing their positions, and 62 closing their positions.
0.09% less ownership
Funds ownership: 0.48% → 0.4% (-0.09%)
9% less funds holding
Funds holding: 326 → 298 (-28)
24% less repeat investments, than reductions
Existing positions increased: 94 | Existing positions reduced: 123
35% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 62
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
62% less capital invested
Capital invested by funds: $1.12B → $429M (-$692M)
89% less call options, than puts
Call options by funds: $608K | Put options by funds: $5.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$46M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$9.18M |
| 3 |
Millennium Management
New York
|
+$8.66M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$8.18M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Cambiar Investors
Denver,
Colorado
|
-$84.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$35.5M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$29.6M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$15.2M |
| 5 |
AR
Advisory Research
Chicago,
Illinois
|
-$14.9M |
LYG Hedge Fund Activity: Q1 2020 in Review
298 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2020, worth a combined $429M — down 62% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 62 funds closed out of LYG and 40 opened new positions — a net loss of 22 holders — while 123 trimmed existing stakes and 94 added.
The largest buyer was JP Morgan Chase, adding an estimated $46M. The largest seller was Cambiar Investors, cutting an estimated $84.2M.
- 298 institutional investors held Lloyds Banking Group (LYG) as of Q1 2020, down from 326 in Q4 2019.
- Funds reported $429M of Lloyds Banking Group stock for Q1 2020, down 62% quarter-over-quarter.
- 40 funds opened new Lloyds Banking Group positions in Q1 2020 and 62 closed out, a net change of -22 holders.
- The largest Lloyds Banking Group buyer in Q1 2020 was JP Morgan Chase, an estimated $46M added.
- The largest Lloyds Banking Group seller in Q1 2020 was Cambiar Investors, an estimated $84.2M sold.
Based on aggregated 13F filings for Q1 2020.