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Lloyds Banking Group

139 hedge funds and large institutions have $830M invested in Lloyds Banking Group in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

4% more capital invested

Capital invested by funds: $802M → $830M (+$28.9M)

0.97% more ownership

Funds ownership: 10.94%11.91% (+0.97%)

1% less funds holding

Funds holding: 140139 (-1)

96% less call options, than puts

Call options by funds: $286K | Put options by funds: $7.79M

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
53
Reduced
45
Closed
17
Calls
$286K
Puts
$7.79M
Net Calls
-$7.5M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
101
Brighton Jones LLC
Washington
$79K
FSA
102
Franklin Street Advisors
North Carolina
$79K
AIA
103
Avalon Investment & Advisory
Texas
$76K -$13.6K -2,500 -14%
EAM
104
Eagle Asset Management
Florida
$76K +$81.3K +14,983 New
RJT
105
Raymond James Trust
Florida
$71K +$15K +2,765 +25%
MIS
106
Morningstar Investment Services
Illinois
$70K +$74.1K +13,660 New
CC
107
Courier Capital
New York
$67K
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$62K +$11.9K +2,186 +22%
CTI
109
Community Trust & Investment
Kentucky
$58K -$18.7K -3,451 -23%
CCA
110
Checchi Capital Advisers
California
$56K +$4.94K +910 +9%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$53K +$56.4K +10,400 New
HR
112
Howe & Rusling
New York
$40K +$7.22K +1,330 +20%
CAW
113
Cornerstone Advisors (Washington)
Washington
$27K
LIA
114
LS Investment Advisors
Michigan
$26K
Deutsche Bank
115
Deutsche Bank
Germany
$26K +$20.3K +3,736 +271%
KT
116
Kanaly Trust
Texas
$22K +$9.77K +1,800 +71%
WTB
117
Washington Trust Bank
Washington
$22K +$23.2K +4,270 New
TRCT
118
Tower Research Capital (TRC)
New York
$19K -$109K -20,103 -84%
TWA
119
TCI Wealth Advisors
Arizona
$16K
CFG
120
CKW Financial Group
Hawaii
$14K
FCCM
121
First City Capital Management
Georgia
$10.2K +$10.8K +1,997 New
TF
122
Trutina Financial
Washington
$8K +$9.02K +1,662 New
CFA
123
Carroll Financial Associates
North Carolina
$6K
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$6K
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$6K +$5.46K +1,007 +519%