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Lloyds Banking Group

196 hedge funds and large institutions have $1.01B invested in Lloyds Banking Group in 2016 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 72 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.36% more ownership

Funds ownership: 21.58%24.94% (+3.4%)

8% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 72

2% less funds holding

Funds holding: 200196 (-4)

10% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 29

14% less capital invested

Capital invested by funds: $1.17B → $1.01B (-$159M)

90% less call options, than puts

Call options by funds: $542K | Put options by funds: $5.26M

Holders
196
Holders Change
-4
Holders Change %
-2%
% of All Funds
5.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
66
Reduced
72
Closed
29
Calls
$542K
Puts
$5.26M
Net Calls
-$4.72M
Net Calls Change
+$1.54M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$124K -$26.5K -6,770 -14%
AssetMark Inc
102
AssetMark Inc
California
$107K +$1.31K +336 +0.9%
RCAG
103
Rehmann Capital Advisory Group
Michigan
$107K +$6.84K +1,747 +5%
UBS AM
104
UBS AM
Illinois
$106K +$35.7K +9,122 +35%
SCM
105
Sterling Capital Management
North Carolina
$105K -$4.27K -1,090 -3%
ATIA
106
American Trust Investment Advisors
New Hampshire
$104K -$4.46K -1,140 -3%
AFP
107
Ausdal Financial Partners
Iowa
$98K +$23.5K +6,000 +22%
BF
108
BOK Financial
Oklahoma
$96K -$121 -31 -0.1%
EAM
109
Eagle Asset Management
Florida
$94K
PRS
110
Pinkerton Retirement Specialists
Idaho
$91K +$120K +30,734 New
GIA
111
Gateway Investment Advisers
Ohio
$88K
JMPWA
112
JP Morgan Private Wealth Advisors
California
$88K +$115K +29,408 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$87K +$11.6K +2,964 +11%
HCM
114
Hollencrest Capital Management
California
$85K +$19.4K +4,953 +21%
HighTower Advisors
115
HighTower Advisors
Illinois
$77K -$480K -122,514 -83%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$77K
OC
117
Oppenheimer & Co
New York
$74K -$229K -58,563 -70%
DWT
118
Dorsey & Whitney Trust
South Dakota
$72K +$36.9K +9,421 +63%
HAG
119
HighPoint Advisor Group
Illinois
$70K +$93.4K +23,874 New
KT
120
Kanaly Trust
Texas
$69K +$19.3K +4,934 +27%
MCM
121
MAI Capital Management
Ohio
$68K
FWM
122
Focused Wealth Management
New York
$66K +$27.8K +7,112 +47%
NIMC
123
NWQ Investment Management Company
California
$65K +$85.8K +21,921 New
FC
124
FCA Corp
Texas
$62K
CWM
125
Concert Wealth Management
California
$62K +$82.1K +20,980 New