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Lloyds Banking Group

139 hedge funds and large institutions have $830M invested in Lloyds Banking Group in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

4% more capital invested

Capital invested by funds: $802M → $830M (+$28.9M)

0.97% more ownership

Funds ownership: 10.94%11.91% (+0.97%)

1% less funds holding

Funds holding: 140139 (-1)

96% less call options, than puts

Call options by funds: $286K | Put options by funds: $7.79M

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
53
Reduced
45
Closed
17
Calls
$286K
Puts
$7.79M
Net Calls
-$7.5M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
26
Ferguson Wellman Capital Management
Oregon
$3.68M +$114K +20,955 +3%
Bank of Nova Scotia
27
Bank of Nova Scotia
Ontario, Canada
$3.17M +$1.29M +236,875 +61%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$2.65M -$4.29M -789,772 -60%
Truist Financial
29
Truist Financial
North Carolina
$2.32M -$73.9K -13,620 -3%
William Blair & Company
30
William Blair & Company
Illinois
$2.23M -$122K -22,538 -5%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$2.18M -$662K -121,906 -22%
PI
32
Placemark Investments
Illinois
$2.17M -$403K -74,305 -15%
N
33
Nuveen
North Carolina
$2.16M -$490K -90,370 -18%
AssetMark Inc
34
AssetMark Inc
California
$2.16M +$86.6K +15,954 +4%
US Bancorp
35
US Bancorp
Minnesota
$1.82M -$313K -57,741 -14%
WIS
36
Wright Investors Service
Connecticut
$1.8M -$109K -20,070 -5%
RCM
37
Riverhead Capital Management
Delaware
$1.77M +$1.88M +347,300 New
RJA
38
Raymond James & Associates
Florida
$1.27M +$165K +30,315 +14%
1IC
39
1919 Investment Counsel
Maryland
$1.2M -$16.2K -2,985 -1%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$1.13M +$34.4K +6,336 +3%
CA
41
Commerzbank Aktiengesellschaft
Germany
$1.1M -$3.5M -645,202 -75%
Invesco
42
Invesco
Georgia
$1.02M +$38K +7,004 +4%
EIP
43
Epoch Investment Partners
New York
$949K +$1.01M +186,470 New
ST
44
Spot Trading
Illinois
$869K +$746K +137,418 +412%
CIM
45
Calvert Investment Management
Maryland
$866K +$6.34K +1,168 +0.7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$838K +$270K +49,800 +43%
AllianceBernstein
47
AllianceBernstein
Tennessee
$836K -$15.4K -2,832 -2%
SB
48
Suntrust Banks
Georgia
$807K +$38.9K +7,162 +5%
VKH
49
Virtu KCG Holdings
New York
$781K +$601K +110,663 +259%
OC
50
Oppenheimer & Co
New York
$604K -$4.09K -754 -0.6%