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Lloyds Banking Group

200 hedge funds and large institutions have $890M invested in Lloyds Banking Group in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 195200 (+5)

3% more capital invested

Capital invested by funds: $865M → $890M (+$24.5M)

21.46% less ownership

Funds ownership: 21.86%0.4% (-21%)

29% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 78

76% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $5.11M

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
55
Reduced
78
Closed
25
Calls
$1.25M
Puts
$5.11M
Net Calls
-$3.87M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FDx Advisors
Illinois
$662K +$1.92K +655 +0.3%
Citadel Advisors
52
Citadel Advisors
Florida
$647K +$490K +167,359 +406%
Creative Planning
53
Creative Planning
Kansas
$632K -$277K -94,794 -32%
Truist Financial
54
Truist Financial
North Carolina
$606K -$92.7K -31,670 -14%
NFA
55
Nationwide Fund Advisors
Ohio
$602K +$161K +55,136 +40%
Geode Capital Management
56
Geode Capital Management
Massachusetts
$572K -$83.1K -28,390 -13%
ClearBridge Investments
57
ClearBridge Investments
New York
$571K -$2.69K -919 -0.5%
ST
58
Spot Trading
Illinois
$548K -$191K -65,367 -27%
First Trust Advisors
59
First Trust Advisors
Illinois
$518K +$489K +167,005 New
Stifel Financial
60
Stifel Financial
Missouri
$502K +$73.5K +25,121 +19%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$465K -$293K -100,000 -40%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$463K +$49.8K +17,015 +13%
1GA
63
1st Global Advisors
Texas
$461K -$114K -38,792 -21%
GT
64
Glenmede Trust
Pennsylvania
$444K +$21.8K +7,452 +5%
AIM
65
Allen Investment Management
New York
$444K +$139K +47,622 +50%
SCA
66
Salient Capital Advisors
Texas
$433K -$5.88K -2,010 -1%
OMC
67
Old Mission Capital
Illinois
$432K +$408K +139,491 New
VKH
68
Virtu KCG Holdings
New York
$395K -$1.4M -478,944 -79%
CG
69
Cutler Group
California
$390K +$259K +88,400 +234%
HT
70
HighTower Trust
Texas
$377K -$263 -90 -0.1%
MIS
71
Morningstar Investment Services
Illinois
$328K -$3.8K -1,300 -1%
M&T Bank
72
M&T Bank
New York
$293K +$25.9K +8,837 +10%
FCM
73
Flinton Capital Management
Pennsylvania
$293K +$276K +94,452 New
LNWWM
74
Laird Norton Wetherby Wealth Management
California
$285K +$38.1K +13,021 +17%
US Bancorp
75
US Bancorp
Minnesota
$274K +$36.2K +12,373 +16%