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Lloyds Banking Group

123 hedge funds and large institutions have $377M invested in Lloyds Banking Group in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 22

41% more capital invested

Capital invested by funds: $268M → $377M (+$109M)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 120123 (+3)

14.67% less ownership

Funds ownership: 20.43%5.76% (-15%)

59% less call options, than puts

Call options by funds: $490K | Put options by funds: $1.19M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
59
Reduced
22
Closed
13
Calls
$490K
Puts
$1.19M
Net Calls
-$699K
Net Calls Change
-$894K
Name Holding Trade Value Shares
Change
Change in
Stake
HF
101
Hoxton Financial
West Virginia
$33K -$1.24K -274 -4%
CAW
102
Cornerstone Advisors (Washington)
Washington
$25K
LIA
103
LS Investment Advisors
Michigan
$24K
Jones Financial Companies
104
Jones Financial Companies
Missouri
$15K
TWA
105
TCI Wealth Advisors
Arizona
$15K +$12.7K +2,815 +1,079%
KTC
106
Kistler-Tiffany Companies
Pennsylvania
$8K -$11.6K -2,572 -59%
EFSCE
107
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
WA
108
WFG Advisors
Texas
$5K
FHA
109
First Horizon Advisors
Tennessee
$5K +$658 +146 +15%
DADC
110
D.A. Davidson & Co
Montana
$4K +$1.14K +252 +36%
Northwestern Mutual Wealth Management
111
Northwestern Mutual Wealth Management
Wisconsin
$3K +$2.98K +662 New
WA
112
Waverly Advisors
Alabama
$3K +$3.21K +712 New
AIG
113
American International Group
New York
$2.67K +$690 +153 +38%
FNBT
114
FineMark National Bank & Trust
Florida
$2K
HRIA
115
Haberer Registered Investment Advisor
Ohio
$2K
HPBT
116
High Point Bank & Trust
North Carolina
$2K
DBT
117
Dubuque Bank & Trust
Iowa
$1K
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$1K
M&T Bank
119
M&T Bank
New York
$1K
WA
120
WealthTrust-Arizona
Arizona
$1K
S
121
SignatureFD
Georgia
$1K +$221 +49 +23%
CFA
122
Carroll Financial Associates
North Carolina
$1K +$1.35K +299 New
VOAM
123
Vertex One Asset Management
British Columbia, Canada
-$28.1M -7,320,500 Closed
RJFSA
124
Raymond James Financial Services Advisors
Florida
-$2.71M -706,916 Closed
ACI
125
AMP Capital Investors
Australia
-$1.26M -329,369 Closed