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Lloyds Banking Group

169 hedge funds and large institutions have $964M invested in Lloyds Banking Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

8% more funds holding

Funds holding: 157169 (+12)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

2.69% less ownership

Funds ownership: 17.82%15.13% (-2.7%)

22% less capital invested

Capital invested by funds: $1.23B → $964M (-$270M)

99% less call options, than puts

Call options by funds: $94K | Put options by funds: $6.51M

Holders
169
Holders Change
+12
Holders Change %
+7.64%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
54
Reduced
54
Closed
20
Calls
$94K
Puts
$6.51M
Net Calls
-$6.41M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
126
Manchester Capital Management
Vermont
$51K -$99.3K -20,545 -65%
NL
127
NWAM LLC
Washington
$51K -$43.3K -8,950 -45%
ST
128
Sageworth Trust
Pennsylvania
$51K +$52.7K +10,903 New
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$50K +$3.77K +779 +8%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$49K +$50.8K +10,505 New
CTI
131
Community Trust & Investment
Kentucky
$48K -$5.32K -1,101 -10%
WTB
132
Washington Trust Bank
Washington
$36K
NFG
133
Next Financial Group
Texas
$35K +$3.38K +700 +10%
HR
134
Howe & Rusling
New York
$34K
KT
135
Kanaly Trust
Texas
$33K +$4.63K +958 +15%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$29K +$21.2K +4,384 +236%
CAW
137
Cornerstone Advisors (Washington)
Washington
$28K +$3.63K +750 +14%
WEC
138
Winslow Evans & Crocker
Massachusetts
$27.8K -$5.96K -1,232 -17%
LIA
139
LS Investment Advisors
Michigan
$23K
IC
140
Intersect Capital
California
$23K +$23.6K +4,890 New
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$20K
AIG
142
American International Group
New York
$18.8K -$7.24K -1,498 -27%
CFG
143
CKW Financial Group
Hawaii
$17K
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$16K +$3.21K +663 +25%
EAMA
145
EFG Asset Management (Americas)
Florida
$15K -$58K -12,007 -79%
TWA
146
TCI Wealth Advisors
Arizona
$14K -$1.18K -243 -7%
GGPS
147
Gary Goldberg Planning Services
New York
$13K
TDC
148
Thompson Davis & Co
Virginia
$11K
FCCM
149
First City Capital Management
Georgia
$9.27K
FHA
150
First Horizon Advisors
Tennessee
$7K -$2.57K -531 -26%