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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
FIM
76
Frontier Investment Management
Texas
$265K +$4.08K +1,396 +2%
UCFA
77
United Capital Financial Advisors
Texas
$247K +$1.31K +447 +0.6%
EARNEST Partners
78
EARNEST Partners
Georgia
$242K -$74.3K -25,409 -25%
TAM
79
Tyers Asset Management
Texas
$241K +$228K +77,784 New
CIBC World Market
80
CIBC World Market
Ontario, Canada
$235K -$27.3K -9,338 -11%
RCM
81
Riverhead Capital Management
Delaware
$216K
ACM
82
Aviance Capital Management
Florida
$206K -$128K -43,648 -40%
BFEC
83
Benjamin F. Edwards & Company
Missouri
$206K
HPCM
84
High Pointe Capital Management
Illinois
$201K +$44.9K +15,350 +31%
DADC
85
D.A. Davidson & Co
Montana
$199K -$17.1K -5,838 -8%
ATIA
86
American Trust Investment Advisors
New Hampshire
$195K +$81K +27,700 +79%
CRC
87
Curi RMB Capital
Illinois
$194K -$481K -164,499 -72%
CONA
88
Capital One National Association
New York
$190K
NA
89
Neuburgh Advisers
California
$190K +$179K +61,116 New
AG
90
Advisor Group
Arizona
$189K -$410 -140 -0.2%
ONB
91
Old National Bancorp
Indiana
$188K -$7.44K -2,544 -4%
RJT
92
Raymond James Trust
Florida
$180K -$13.9K -4,744 -8%
CS
93
Comerica Securities
Michigan
$178K -$6.88K -2,352 -4%
CCA
94
Checchi Capital Advisers
California
$165K -$39.4K -13,460 -20%
FWM
95
Focused Wealth Management
New York
$165K +$5.75K +1,966 +4%
SCM
96
Sterling Capital Management
North Carolina
$161K +$34.9K +11,933 +30%
HC
97
Henshaw Capital
Massachusetts
$158K
LPL Financial
98
LPL Financial
California
$157K -$6.03K -2,060 -4%
AL
99
Airain Ltd
Guernsey
$149K +$141K +48,022 New
Millennium Management
100
Millennium Management
New York
$143K -$943K -322,350 -87%