We are live on ! Find out more
LYG icon

Lloyds Banking Group

273 hedge funds and large institutions have $1.3B invested in Lloyds Banking Group in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1% more funds holding

Funds holding: 269273 (+4)

0.04% less ownership

Funds ownership: 0.64%0.6% (-0.04%)

15% less capital invested

Capital invested by funds: $1.53B → $1.3B (-$234M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

61% less call options, than puts

Call options by funds: $534K | Put options by funds: $1.38M

Holders
273
Holders Change
+4
Holders Change %
+1.49%
% of All Funds
6.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
82
Reduced
107
Closed
23
Calls
$534K
Puts
$1.38M
Net Calls
-$847K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
KWA
76
KCS Wealth Advisory
California
$680K +$340K +106,129 +90%
AG
77
Advisor Group
Arizona
$616K +$189K +59,014 +41%
MML Investors Services
78
MML Investors Services
Massachusetts
$540K +$291K +90,694 +104%
ClearBridge Investments
79
ClearBridge Investments
New York
$504K -$50.5K -15,758 -9%
UCFA
80
United Capital Financial Advisors
Texas
$481K +$94.2K +29,387 +23%
RJT
81
Raymond James Trust
Florida
$477K -$1.2K -373 -0.2%
CWM
82
Cornerstone Wealth Management
Missouri
$465K -$2.51K -784 -32%
First Trust Advisors
83
First Trust Advisors
Illinois
$455K -$42.9K -13,395 -8%
EAM
84
Eagle Asset Management
Florida
$455K +$33.5K +10,463 +8%
GC
85
Guggenheim Capital
Illinois
$454K -$260 -81 -0.1%
EARNEST Partners
86
EARNEST Partners
Georgia
$433K
IB
87
Intrust Bank
Kansas
$416K +$94K +29,336 +27%
SGA
88
Strategic Global Advisors
California
$401K +$10.9K +3,385 +3%
VF
89
Virtu Financial
New York
$390K +$366K +114,187 +810%
EIP
90
Epoch Investment Partners
New York
$362K -$50.3K -15,679 -12%
AP
91
Advisor Partners
California
$345K +$42.2K +13,175 +13%
Citadel Advisors
92
Citadel Advisors
Florida
$341K -$177K -55,285 -33%
LNWWM
93
Laird Norton Wetherby Wealth Management
California
$333K +$30.4K +9,467 +9%
FHB
94
First Hawaiian Bank
Hawaii
$332K +$351K +109,470 New
LC
95
Lourd Capital
California
$329K -$5.6K -1,748 -2%
WI
96
WrapManager Inc
California
$326K +$6.64K +2,072 +2%
BlackRock
97
BlackRock
New York
$321K -$1.78M -553,858 -84%
Cerity Partners
98
Cerity Partners
New York
$320K +$60.3K +18,804 +22%
TC
99
Telemus Capital
Michigan
$309K -$39.1K -12,183 -11%
HC
100
Henshaw Capital
Massachusetts
$302K