We are live on ! Find out more
LYG icon

Lloyds Banking Group

326 hedge funds and large institutions have $1.12B invested in Lloyds Banking Group in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

646% more call options, than puts

Call options by funds: $7.13M | Put options by funds: $956K

106% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 33

26% more capital invested

Capital invested by funds: $891M → $1.12B (+$229M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

10% more funds holding

Funds holding: 296326 (+30)

8% more repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 102

0% more ownership

Funds ownership: 0.48%0.48% (+0%)

Holders
326
Holders Change
+30
Holders Change %
+10.14%
% of All Funds
6.42%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
68
Increased
110
Reduced
102
Closed
33
Calls
$7.13M
Puts
$956K
Net Calls
+$6.17M
Net Calls Change
-$725K
Name Holding Trade Value Shares
Change
Change in
Stake
MIAN
101
Mariner Independent Advisor Network
Kansas
$379K +$4.07K +1,347 +1%
CBU
102
CIBC Bank USA
Illinois
$367K +$335K +110,911 New
EIP
103
Epoch Investment Partners
New York
$340K +$33.2K +10,974 +12%
VAS
104
Vestmark Advisory Solutions
Massachusetts
$325K +$8.24K +2,723 +3%
DADC
105
D.A. Davidson & Co
Montana
$323K +$295K +97,500 New
RJT
106
Raymond James Trust
Florida
$320K +$27.9K +9,232 +11%
American Century Companies
107
American Century Companies
Missouri
$314K +$287K +94,862 New
WI
108
WrapManager Inc
California
$305K -$36.5K -12,082 -12%
AI
109
Atria Investments
North Carolina
$299K +$273K +90,299 New
CCP
110
Corient Capital Partners
California
$291K +$21.4K +7,083 +9%
GC
111
Guggenheim Capital
Illinois
$282K -$40.4K -13,342 -14%
Creative Planning
112
Creative Planning
Kansas
$276K +$62.3K +20,607 +33%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$276K +$222K +73,352 +725%
ATIA
114
American Trust Investment Advisors
New Hampshire
$257K
S
115
SignatureFD
Georgia
$253K +$31K +10,247 +15%
CCA
116
Checchi Capital Advisers
California
$238K -$3.92K -1,295 -2%
CRC
117
Curi RMB Capital
Illinois
$233K -$6.24K -2,062 -3%
BPA
118
Beacon Pointe Advisors
California
$230K +$210K +69,444 New
TC
119
Telemus Capital
Michigan
$228K -$52.3K -17,300 -20%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$213K -$126K -41,798 -39%
FIM
121
Frontier Investment Management
Texas
$211K
SG Americas Securities
122
SG Americas Securities
New York
$207K -$158K -52,092 -45%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$202K -$5.73K -1,895 -3%
EARNEST Partners
124
EARNEST Partners
Georgia
$197K
CAM
125
Cresset Asset Management
Illinois
$194K -$8.6K -2,844 -5%