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Lloyds Banking Group

273 hedge funds and large institutions have $1.3B invested in Lloyds Banking Group in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1% more funds holding

Funds holding: 269273 (+4)

0.04% less ownership

Funds ownership: 0.64%0.6% (-0.04%)

15% less capital invested

Capital invested by funds: $1.53B → $1.3B (-$234M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

61% less call options, than puts

Call options by funds: $534K | Put options by funds: $1.38M

Holders
273
Holders Change
+4
Holders Change %
+1.49%
% of All Funds
6.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
82
Reduced
107
Closed
23
Calls
$534K
Puts
$1.38M
Net Calls
-$847K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$7K -$16.4K -5,100 -66%
PMFA
252
Plante Moran Financial Advisors
Michigan
$7K +$952 +297 +15%
VFA
253
Valeo Financial Advisors
Indiana
$6K -$44.9K -14,010 -87%
Barclays
254
Barclays
United Kingdom
$6K
FEG
255
Financial Enhancement Group
Indiana
$6K
AC
256
Avestar Capital
New York
$6K +$1.85K +577 +32%
BL
257
Balentine LLC
Georgia
$6K +$6.54K +2,039 New
Fifth Third Bancorp
258
Fifth Third Bancorp
Ohio
$5K -$4.4K -1,372 -45%
ADL
259
Asset Dedication LLC
California
$4K -$3 -1 -0.1%
CHC
260
City Holding Co
West Virginia
$3K
EFSCE
261
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
OWA
262
One Wealth Advisors
California
$3K
QCG
263
Quadrant Capital Group
Ohio
$2K -$3.42K -1,068 -49%
GAM
264
Gemmer Asset Management
California
$2K -$2.86K -891 -62%
LFA
265
Legacy Financial Advisors
Kentucky
$2K +$571 +178 +23%
MSA
266
Marino Stram & Associates
Massachusetts
$1K
ME
267
McIlrath & Eck
Washington
$1K
TWA
268
TCI Wealth Advisors
Arizona
$1K
FRA
269
Front Row Advisors
California
$1
Millennium Management
270
Millennium Management
New York
-$443K -133,000 Closed
MWNA
271
Marshall Wace North America
New York
-$314K -94,379 Closed
Two Sigma Advisers
272
Two Sigma Advisers
New York
-$311K -93,300 Closed
BFEC
273
Benjamin F. Edwards & Company
Missouri
-$221K -66,489 Closed
BCM
274
Bluefin Capital Management
New York
-$176K -52,900 Closed
IWP
275
Icon Wealth Partners
Texas
-$132K -39,491 Closed