Lloyds Banking Group
281 hedge funds and large institutions have $708M invested in Lloyds Banking Group in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 121 increasing their positions, 52 reducing their positions, and 32 closing their positions.
133% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 52
97% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 32
16% more capital invested
Capital invested by funds: $613M → $708M (+$95.8M)
11% more funds holding
Funds holding: 254 → 281 (+27)
0.06% more ownership
Funds ownership: 0.35% → 0.41% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
25% less call options, than puts
Call options by funds: $838K | Put options by funds: $1.12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCAM
Onex Canada Asset Management
Toronto,
Ontario, Canada
|
+$47.1M |
| 2 |
Optiver Holding
Amsterdam,
Netherlands
|
+$17.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$10.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$9.33M |
| 5 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$7.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$12.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$10.6M |
| 3 |
Renaissance Technologies
New York
|
-$4.19M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$3.45M |
| 5 |
Millennium Management
New York
|
-$2.71M |
LYG Hedge Fund Activity: Q4 2021 in Review
281 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2021, worth a combined $708M — up 16% from $613M a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new LYG positions and 32 closed out — a net gain of 31 holders — while 121 added to existing stakes and 52 trimmed.
The largest buyer was Onex Canada Asset Management, opening a new position worth an estimated $47.1M. The largest seller was JP Morgan Chase, cutting an estimated $12.9M.
- 281 institutional investors held Lloyds Banking Group (LYG) as of Q4 2021, up from 254 in Q3 2021.
- Funds reported $708M of Lloyds Banking Group stock for Q4 2021, up 16% quarter-over-quarter.
- 63 funds opened new Lloyds Banking Group positions in Q4 2021 and 32 closed out, a net change of +31 holders.
- The largest Lloyds Banking Group buyer in Q4 2021 was Onex Canada Asset Management, an estimated $47.1M added.
- The largest Lloyds Banking Group seller in Q4 2021 was JP Morgan Chase, an estimated $12.9M sold.
Based on aggregated 13F filings for Q4 2021.