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Lloyds Banking Group

196 hedge funds and large institutions have $1.01B invested in Lloyds Banking Group in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.36% more ownership

Funds ownership: 21.58%24.94% (+3.4%)

8% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 72

2% less funds holding

Funds holding: 200196 (-4)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

14% less capital invested

Capital invested by funds: $1.17B → $1.01B (-$159M)

90% less call options, than puts

Call options by funds: $542K | Put options by funds: $5.26M

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
5.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
66
Reduced
72
Closed
29
Calls
$542K
Puts
$5.26M
Net Calls
-$4.72M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
51
Truist Financial
North Carolina
$662K -$69.1K -17,643 -7%
RFC
52
Regions Financial Corp
Alabama
$660K +$20.6K +5,256 +2%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$655K -$348K -88,994 -29%
FA
54
FDx Advisors
Illinois
$641K -$698K -178,279 -45%
PA
55
Profund Advisors
Maryland
$572K -$189K -48,392 -20%
1GA
56
1st Global Advisors
Texas
$570K -$493 -126 -0.1%
ST
57
Spot Trading
Illinois
$557K +$628K +160,479 +595%
ClearBridge Investments
58
ClearBridge Investments
New York
$554K -$4.06M -1,037,251 -85%
CIM
59
Calvert Investment Management
Maryland
$526K
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$490K +$22.3K +5,700 +4%
FCH
61
Freestone Capital Holdings
Washington
$444K -$6.29K -1,606 -1%
Stifel Financial
62
Stifel Financial
Missouri
$435K -$971K -248,080 -63%
HC
63
Henshaw Capital
Massachusetts
$429K
SCA
64
Salient Capital Advisors
Texas
$406K -$143K -36,540 -21%
GT
65
Glenmede Trust
Pennsylvania
$401K -$166K -42,406 -24%
Creative Planning
66
Creative Planning
Kansas
$384K +$261K +66,672 +106%
HT
67
HighTower Trust
Texas
$361K +$16.2K +4,150 +4%
RJT
68
Raymond James Trust
Florida
$346K +$33.8K +8,647 +8%
MIS
69
Morningstar Investment Services
Illinois
$333K +$23.4K +5,967 +6%
COI
70
Connable Office Inc
Michigan
$318K +$24.4K +6,233 +6%
EARNEST Partners
71
EARNEST Partners
Georgia
$315K -$10.6K -2,717 -2%
EC
72
EJF Capital
Virginia
$297K +$391K +100,000 New
PG
73
PEAK6 Group
Illinois
$297K +$392K +100,088 New
CSS
74
Cubist Systematic Strategies
Connecticut
$296K +$390K +99,727 New
BC
75
Brinker Capital
Pennsylvania
$286K +$114K +29,104 +43%