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Lloyds Banking Group

157 hedge funds and large institutions have $1.23B invested in Lloyds Banking Group in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$89.3M)

4% more funds holding

Funds holding: 151157 (+6)

1.6% more ownership

Funds ownership: 16.22%17.82% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $184K | Put options by funds: $10.1M

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
45
Reduced
50
Closed
18
Calls
$184K
Puts
$10.1M
Net Calls
-$9.88M
Net Calls Change
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
101
HHG & Company
Connecticut
$102K +$101K +20,145 New
AIA
102
Avalon Investment & Advisory
Texas
$101K -$25.2K -5,000 -20%
Chevy Chase Trust
103
Chevy Chase Trust
Maryland
$98K +$97.4K +19,360 New
BRWA
104
B. Riley Wealth Advisors
Florida
$94K +$78K +15,512 +506%
GC
105
Guggenheim Capital
Illinois
$93K -$80.1K -15,916 -46%
MHS
106
M Holdings Securities
Oregon
$93K
BF
107
BOK Financial
Oklahoma
$92K -$6.44K -1,280 -7%
SC
108
Sumit Capital
New York
$87K +$86.7K +17,231 New
CA
109
Cetera Advisors
Colorado
$85K +$85.1K +16,914 New
BJL
110
Brighton Jones LLC
Washington
$78K -$4.67K -929 -6%
DCM
111
Donaldson Capital Management
Indiana
$78K +$77.7K +15,437 New
V
112
Veritable
Delaware
$78K +$78.2K +15,538 New
EAMA
113
EFG Asset Management (Americas)
Florida
$77K +$76.9K +15,287 New
FSA
114
Franklin Street Advisors
North Carolina
$74K
UCFA
115
United Capital Financial Advisors
Texas
$70K +$70K +13,921 New
PA
116
Pinnacle Associates
New York
$67K -$1.55K -308 -2%
First Manhattan
117
First Manhattan
New York
$66K -$3.61K -717 -5%
CC
118
Courier Capital
New York
$66K
CSS
119
Cubist Systematic Strategies
Connecticut
$62K -$30.3K -6,022 -33%
CTI
120
Community Trust & Investment
Kentucky
$58K
GT
121
Greenleaf Trust
Michigan
$55K +$55.1K +10,949 New
Envestnet Asset Management
122
Envestnet Asset Management
Illinois
$51K +$7.68K +1,527 +18%
WTB
123
Washington Trust Bank
Washington
$39K
HR
124
Howe & Rusling
New York
$37K
WEC
125
Winslow Evans & Crocker
Massachusetts
$36.5K +$33.9K +6,732 +1,346%