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Lloyds Banking Group

123 hedge funds and large institutions have $377M invested in Lloyds Banking Group in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 22

41% more capital invested

Capital invested by funds: $268M → $377M (+$109M)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 120123 (+3)

14.67% less ownership

Funds ownership: 20.43%5.76% (-15%)

59% less call options, than puts

Call options by funds: $490K | Put options by funds: $1.19M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
59
Reduced
22
Closed
13
Calls
$490K
Puts
$1.19M
Net Calls
-$699K
Net Calls Change
-$894K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
26
Caspian Capital
New York
$2.81M
PI
27
Placemark Investments
Illinois
$2.6M +$252K +55,888 +12%
N
28
Nuveen
North Carolina
$2.48M +$2.33M +515,887 New
AssetMark Inc
29
AssetMark Inc
California
$2.18M +$2.05M +453,909 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.98M +$1.24M +274,573 +201%
US Bancorp
31
US Bancorp
Minnesota
$1.96M +$1.61M +356,091 +702%
William Blair & Company
32
William Blair & Company
Illinois
$1.87M +$1.68M +371,995 +2,243%
Truist Financial
33
Truist Financial
North Carolina
$1.78M +$735K +163,028 +78%
WIS
34
Wright Investors Service
Connecticut
$1.37M -$207K -45,895 -14%
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$1.25M -$6.24M -1,384,934 -84%
Citigroup
36
Citigroup
New York
$1.21M +$783K +173,619 +225%
CA
37
Commerzbank Aktiengesellschaft
Germany
$1.04M -$750K -166,300 -44%
RJA
38
Raymond James & Associates
Florida
$1.02M +$27.1K +6,013 +3%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$993K +$82.7K +18,340 +10%
Invesco
40
Invesco
Georgia
$821K +$1.83K +407 +0.2%
AllianceBernstein
41
AllianceBernstein
Tennessee
$820K +$98.8K +21,910 +15%
CIM
42
Calvert Investment Management
Maryland
$813K
Millennium Management
43
Millennium Management
New York
$748K +$701K +155,428 New
VKH
44
Virtu KCG Holdings
New York
$731K +$685K +152,004 New
SB
45
Suntrust Banks
Georgia
$728K +$329 +73 +0%
PIC
46
Portland Investment Counsel
Ontario, Canada
$718K -$1.03M -228,800 -61%
DRGI
47
del Rey Global Investors
California
$685K -$22.3K -4,956 -3%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$669K +$117K +25,943 +23%
PG
49
PEAK6 Group
Illinois
$651K +$192K +42,629 +19%
HI
50
HBK Investments
Texas
$577K +$541K +119,994 New