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Lloyds Banking Group

200 hedge funds and large institutions have $1.17B invested in Lloyds Banking Group in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

2% more funds holding

Funds holding: 196200 (+4)

1.83% more ownership

Funds ownership: 19.75%21.58% (+1.8%)

1% less capital invested

Capital invested by funds: $1.18B → $1.17B (-$11.8M)

99% less call options, than puts

Call options by funds: $40K | Put options by funds: $6.3M

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
75
Reduced
59
Closed
28
Calls
$40K
Puts
$6.3M
Net Calls
-$6.26M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$5.88M +$1.42M +367,849 +33%
ClearBridge Investments
27
ClearBridge Investments
New York
$4.83M +$109K +28,172 +2%
AG
28
Aperio Group
California
$4.69M -$835K -215,742 -15%
MRCM
29
M&R Capital Management
New Jersey
$4.07M -$116K -29,875 -3%
WAM
30
World Asset Management
Michigan
$4.03M +$282K +72,770 +8%
Comerica Bank
31
Comerica Bank
Texas
$3.99M -$11.8K -3,048 -0.3%
PNC Financial Services Group
32
PNC Financial Services Group
Pennsylvania
$3.96M +$2.1M +541,665 +118%
Ameriprise
33
Ameriprise
Minnesota
$3.64M +$103K +26,658 +3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$3.58M +$1.22M +315,559 +53%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.77M -$142K -36,766 -5%
FM
36
Forward Management
California
$2.4M -$1.39M -359,597 -37%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$2.2M -$133K -34,301 -6%
SBAM
38
Santa Barbara Asset Management
California
$2.13M +$2.09M +539,324 New
UBS Group
39
UBS Group
Switzerland
$2.05M +$114K +29,543 +6%
Deutsche Bank
40
Deutsche Bank
Germany
$1.73M +$612K +158,116 +56%
CRC
41
Curi RMB Capital
Illinois
$1.71M +$1.02M +264,590 +156%
Stifel Financial
42
Stifel Financial
Missouri
$1.56M +$92.4K +23,853 +6%
FA
43
FDx Advisors
Illinois
$1.56M +$96.8K +24,995 +7%
SEI Investments
44
SEI Investments
Pennsylvania
$1.5M +$49.5K +12,782 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.45M -$2.14M -552,046 -60%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$1.43M +$69.2K +17,874 +5%
HSBC Holdings
47
HSBC Holdings
United Kingdom
$1.4M +$1.37M +353,440 New
Two Sigma Investments
48
Two Sigma Investments
New York
$1.33M -$1.07M -275,609 -45%
ECM
49
ETrade Capital Management
Virginia
$1.28M -$31.2K -8,045 -2%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$1.22M +$450K +116,209 +60%