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Lloyds Banking Group

202 hedge funds and large institutions have $1.19B invested in Lloyds Banking Group in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

34% more capital invested

Capital invested by funds: $890M → $1.19B (+$299M)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1% more funds holding

Funds holding: 200202 (+2)

0.09% more ownership

Funds ownership: 0.4%0.49% (+0.09%)

86% less call options, than puts

Call options by funds: $714K | Put options by funds: $5.06M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
77
Reduced
41
Closed
34
Calls
$714K
Puts
$5.06M
Net Calls
-$4.35M
Net Calls Change
-$483K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$4.29M -$2.47M -732,841 -37%
AG
27
Aperio Group
California
$4.25M +$791K +234,738 +23%
MRCM
28
M&R Capital Management
New Jersey
$4.1M +$755K +224,000 +23%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$4M -$57.1K -16,928 -1%
OAM
30
Oppenheimer Asset Management
New York
$3.91M +$3.88M +1,151,498 New
Comerica Bank
31
Comerica Bank
Texas
$3.89M +$38.5K +11,428 +1%
WAM
32
World Asset Management
Michigan
$3.78M +$53.4K +15,841 +1%
Morgan Stanley
33
Morgan Stanley
New York
$3.55M +$771K +228,765 +28%
Ameriprise
34
Ameriprise
Minnesota
$2.55M +$886K +262,915 +54%
SBAM
35
Santa Barbara Asset Management
California
$2.2M +$82.7K +24,521 +4%
Arrowstreet Capital
36
Arrowstreet Capital
Massachusetts
$2.1M +$2.08M +617,200 New
Bank of New York Mellon
37
Bank of New York Mellon
New York
$1.85M +$263K +78,124 +17%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$1.84M +$83.1K +24,656 +5%
CA
39
Cetera Advisors
Colorado
$1.7M +$1.69M +501,328 New
PA
40
Profund Advisors
Maryland
$1.55M +$518K +153,714 +51%
FM
41
Forward Management
California
$1.47M -$303K -89,758 -17%
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$1.4M +$880K +260,915 +174%
TAM
43
Tocqueville Asset Management
New York
$1.38M +$1.37M +405,000 New
CC
44
Colrain Capital
Massachusetts
$1.1M -$1.35M -400,000 -55%
US Bancorp
45
US Bancorp
Minnesota
$956K +$651K +193,020 +219%
BC
46
Brinker Capital
Pennsylvania
$902K +$895K +265,431 New
ECM
47
ETrade Capital Management
Virginia
$892K +$62.5K +18,537 +8%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$891K -$33.5K -9,952 -4%
NFA
49
Nationwide Fund Advisors
Ohio
$822K +$161K +47,858 +25%
TSS
50
Two Sigma Securities
New York
$782K +$667K +197,891 +619%