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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
AG
26
Aperio Group
California
$9.02M +$4.11M +1,447,018 +70%
CGH
27
Crossmark Global Holdings
Texas
$7.3M +$4.5M +1,582,608 +125%
VIP
28
Vantage Investment Partners
Missouri
$7.04M
TD Asset Management
29
TD Asset Management
Ontario, Canada
$6M -$2.3M -807,622 -32%
Natixis Advisors
30
Natixis Advisors
Massachusetts
$5.86M -$2.05M -720,025 -24%
ACM
31
Advisors Capital Management
New Jersey
$5.61M -$135K -47,507 -2%
UBS Group
32
UBS Group
Switzerland
$5.4M -$364K -128,001 -6%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$4.91M -$572K -201,187 -9%
OAM
34
Oppenheimer Asset Management
New York
$4.18M -$687K -241,781 -13%
Comerica Bank
35
Comerica Bank
Texas
$3.51M +$29.9K +10,501 +0.9%
CIBC World Market
36
CIBC World Market
Ontario, Canada
$3.32M -$45K -15,829 -1%
SBAM
37
Santa Barbara Asset Management
California
$3.25M -$13.4K -4,703 -0.4%
Morgan Stanley
38
Morgan Stanley
New York
$3.15M -$1.31M -460,974 -27%
US Bancorp
39
US Bancorp
Minnesota
$2.85M +$642K +225,897 +25%
Bank of New York Mellon
40
Bank of New York Mellon
New York
$2.67M -$182K -64,179 -6%
ECM
41
ETrade Capital Management
Virginia
$2.56M +$352K +123,831 +14%
MCP
42
Martin Capital Partners
Oregon
$2.47M +$1.28M +449,487 +87%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$2.38M +$2.65M +930,600 New
TWI
44
Thomas White International
Illinois
$2.31M -$435K -152,844 -14%
M&T Bank
45
M&T Bank
New York
$2.31M +$735K +258,562 +40%
SCM
46
Segantii Capital Management
Hong Kong
$2.28M +$2.45M +863,500 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.15M +$192K +67,631 +9%
MS
48
Maven Securities
Jersey
$2.12M +$1.13M +397,669 +101%
SEI Investments
49
SEI Investments
Pennsylvania
$2.07M +$149K +52,262 +7%
Invesco
50
Invesco
Georgia
$2.06M +$37.1K +13,037 +2%