Lloyds Banking Group
230 hedge funds and large institutions have $439M invested in Lloyds Banking Group in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 65 increasing their positions, 68 reducing their positions, and 22 closing their positions.
114% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 22
44% more capital invested
Capital invested by funds: $304M → $439M (+$135M)
10% more funds holding
Funds holding: 210 → 230 (+20)
0.01% less ownership
Funds ownership: 0.33% → 0.32% (-0.01%)
4% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 68
23% less call options, than puts
Call options by funds: $862K | Put options by funds: $1.12M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$8.26M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$5.47M |
| 3 |
Goldman Sachs
New York
|
+$4.27M |
| 4 |
Northern Trust
Chicago,
Illinois
|
+$3.79M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$25.3M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$4.66M |
| 3 |
FIA
FNY Investment Advisers
New York
|
-$4.04M |
| 4 |
Group One Trading
Chicago,
Illinois
|
-$3.52M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.5M |
LYG Hedge Fund Activity: Q4 2020 in Review
230 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2020, worth a combined $439M — up 44% from $304M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new LYG positions and 22 closed out — a net gain of 25 holders — while 65 added to existing stakes and 68 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $8.26M. The largest seller was Bank of Montreal, cutting an estimated $25.3M.
- 230 institutional investors held Lloyds Banking Group (LYG) as of Q4 2020, up from 210 in Q3 2020.
- Funds reported $439M of Lloyds Banking Group stock for Q4 2020, up 44% quarter-over-quarter.
- 47 funds opened new Lloyds Banking Group positions in Q4 2020 and 22 closed out, a net change of +25 holders.
- The largest Lloyds Banking Group buyer in Q4 2020 was JP Morgan Chase, an estimated $8.26M added.
- The largest Lloyds Banking Group seller in Q4 2020 was Bank of Montreal, an estimated $25.3M sold.
Based on aggregated 13F filings for Q4 2020.