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Lloyds Banking Group

185 hedge funds and large institutions have $1.12B invested in Lloyds Banking Group in 2015 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 43

63% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 16

5% more funds holding

Funds holding: 176185 (+9)

1.64% more ownership

Funds ownership: 16.05%17.7% (+1.6%)

6% less capital invested

Capital invested by funds: $1.2B → $1.12B (-$77.6M)

92% less call options, than puts

Call options by funds: $519K | Put options by funds: $6.15M

Holders
185
Holders Change
+9
Holders Change %
+5.11%
% of All Funds
5.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
82
Reduced
43
Closed
16
Calls
$519K
Puts
$6.15M
Net Calls
-$5.63M
Net Calls Change
+$1.19M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
101
Guggenheim Capital
Illinois
$113K -$55.7K -11,129 -31%
OA
102
OFI Advisors
Pennsylvania
$110K +$15.4K +3,075 +15%
US Bancorp
103
US Bancorp
Minnesota
$109K +$7.01K +1,400 +6%
RFS
104
Rockefeller Financial Services
New York
$109K +$118K +23,599 New
CONA
105
Capital One National Association
New York
$109K +$119K +23,722 New
CIBC World Market
106
CIBC World Market
Ontario, Canada
$108K +$52.7K +10,532 +81%
LPL Financial
107
LPL Financial
California
$105K +$34.2K +6,841 +45%
AI
108
Atria Investments
North Carolina
$103K -$15.5K -3,088 -12%
CIP
109
Convergence Investment Partners
Florida
$103K -$12.3K -2,453 -10%
CLOS
110
Compagnie Lombard Odier SCmA
Switzerland
$101K
KT
111
Kanaly Trust
Texas
$101K +$4.03K +805 +4%
UCFA
112
United Capital Financial Advisors
Texas
$101K +$13K +2,602 +13%
FC
113
FCA Corp
Texas
$97K +$105K +21,000 New
CS
114
Credit Suisse
Switzerland
$96K -$458K -91,517 -81%
NG
115
NatWest Group
United Kingdom
$93K +$22.1K +4,425 +28%
YMRC
116
Yorktown Management & Research Company
Virginia
$92K +$100K +20,000 New
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$91K
MCM
118
MAI Capital Management
Ohio
$91K
ONB
119
Old National Bancorp
Indiana
$90K +$97.8K +19,548 New
HIMCH
120
Hartford Investment Management Co (HIMCO)
Connecticut
$85K +$9.76K +1,950 +12%
CRC
121
Curi RMB Capital
Illinois
$80K -$460 -92 -0.5%
HR
122
Howe & Rusling
New York
$80K
FAAS
123
First Allied Advisory Services
California
$79K +$27.3K +5,462 +48%
FWM
124
Focused Wealth Management
New York
$76K +$46.2K +9,237 +125%
HI
125
HBK Investments
Texas
$75K -$691K -138,116 -89%