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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
PAM
276
Palisade Asset Management
Minnesota
-$59K -17,588 Closed
Manulife (Manufacturers Life Insurance)
277
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$45K -13,428 Closed
MFG
278
Monte Financial Group
Connecticut
-$43K -12,859 Closed
PV
279
Private Vista
Illinois
-$38K -11,322 Closed
FMWA
280
Forvis Mazars Wealth Advisors
Missouri
-$37K -11,077 Closed
MC
281
Moors & Cabot
Massachusetts
-$35K -10,527 Closed
VCM
282
Vigilant Capital Management
Maine
-$20K -5,973 Closed
LF
283
Lee Financial
Texas
-$9K -2,618 Closed
CF
284
Centaurus Financial
California
-$7K -1,972 Closed
LWA
285
Lenox Wealth Advisors
New York
-$5K -1,614 Closed
WT
286
Washington Trust
Rhode Island
-$5K -1,531 Closed
B
287
Bridgeworth
Alabama
-$4K -1,233 Closed
CIBC Private Wealth Group
288
CIBC Private Wealth Group
Georgia
-$4K -1,152 Closed
IAS
289
INR Advisory Services
Pennsylvania
-$3K -789 Closed
ACS
290
Archford Capital Strategies
Illinois
-$2.28K -711 Closed
IFAM
291
Institutional & Family Asset Management
Colorado
-$2K -657 Closed
PA
292
Parallel Advisors
California
-$292 -91 Closed
SWP
293
Stratos Wealth Partners
Ohio
+$491 +153 New
CAG
294
Csenge Advisory Group
Florida
+$660 +206 New