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Lloyds Banking Group

285 hedge funds and large institutions have $887M invested in Lloyds Banking Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

4% more funds holding

Funds holding: 273285 (+12)

0.11% less ownership

Funds ownership: 0.6%0.49% (-0.11%)

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

32% less capital invested

Capital invested by funds: $1.3B → $887M (-$410M)

46% less call options, than puts

Call options by funds: $675K | Put options by funds: $1.26M

Holders
285
Holders Change
+12
Holders Change %
+4.4%
% of All Funds
6.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
87
Reduced
106
Closed
47
Calls
$675K
Puts
$1.26M
Net Calls
-$586K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
ARTA
301
A.R.T. Advisors
New York
-$73K -24,031 Closed
BWP
302
BSW Wealth Partners
Colorado
-$71K -23,304 Closed
AssetMark Inc
303
AssetMark Inc
California
-$65K -21,451 Closed
SWM
304
Segment Wealth Management
Texas
-$56K -18,380 Closed
SC
305
Scotia Capital
Ontario, Canada
-$56K -18,373 Closed
PI
306
PEAK6 Investments
Illinois
-$52K -17,011 Closed
HFP
307
Holistic Financial Partners
Indiana
-$47K -15,618 Closed
NA
308
NewEdge Advisors
Louisiana
-$47K -15,581 Closed
AT
309
Arden Trust
Delaware
-$41K -13,445 Closed
AllianceBernstein
310
AllianceBernstein
Tennessee
-$39K -12,845 Closed
WWM
311
Willingdon Wealth Management
North Carolina
-$39K -12,758 Closed
PTC
312
Private Trust Company
Ohio
-$37K -12,454 Closed
Verition Fund Management
313
Verition Fund Management
Connecticut
-$37K -12,197 Closed
CB
314
Commerce Bank
Missouri
-$35K -11,513 Closed
CFG
315
Citizens Financial Group
Rhode Island
-$25K -8,356 Closed
TPWA
316
TRUE Private Wealth Advisors
Oregon
-$20.4K -6,723 Closed
AF
317
Allworth Financial
California
-$19K -6,121 Closed
SPIA
318
Steward Partners Investment Advisory
New York
-$18K -5,903 Closed
WSTAM
319
Wilbanks Smith & Thomas Asset Management
Virginia
-$16K -5,162 Closed
LIA
320
LS Investment Advisors
Michigan
-$15K -5,010 Closed
HR
321
Howe & Rusling
New York
-$8K -2,732 Closed
AC
322
Avestar Capital
New York
-$6.77K -2,380 Closed
BL
323
Balentine LLC
Georgia
-$6K -2,039 Closed
CWM
324
Cornerstone Wealth Management
Missouri
-$465K -1,665 Closed
ADL
325
Asset Dedication LLC
California
-$4K -1,420 Closed