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Lloyds Banking Group

200 hedge funds and large institutions have $1.17B invested in Lloyds Banking Group in 2016 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 59

18% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 28

2% more funds holding

Funds holding: 196200 (+4)

1.83% more ownership

Funds ownership: 19.75%21.58% (+1.8%)

1% less capital invested

Capital invested by funds: $1.18B → $1.17B (-$11.8M)

99% less call options, than puts

Call options by funds: $40K | Put options by funds: $6.3M

Holders
200
Holders Change
+4
Holders Change %
+2.04%
% of All Funds
5.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
75
Reduced
59
Closed
28
Calls
$40K
Puts
$6.3M
Net Calls
-$6.26M
Net Calls Change
-$1.03M
Name Holding Trade Value Shares
Change
Change in
Stake
YMRC
126
Yorktown Management & Research Company
Virginia
$79K
O
127
OppenheimerFunds
New York
$77K -$22.1K -5,697 -23%
HIMCH
128
Hartford Investment Management Co (HIMCO)
Connecticut
$73K
KT
129
Kanaly Trust
Texas
$72K -$24.4K -6,298 -26%
AP
130
Advisor Partners
California
$69K -$124K -31,961 -65%
CFG
131
Citizens Financial Group
Rhode Island
$69K -$12.7K -3,287 -16%
NL
132
NWAM LLC
Washington
$63K
FWM
133
Focused Wealth Management
New York
$60K -$30.5K -7,867 -34%
BOTW
134
Bank of the West
California
$60K
PNC
135
Park National Corp
Ohio
$59K +$4.43K +1,143 +8%
CIC
136
Crawford Investment Counsel
Georgia
$59K +$58.1K +15,013 New
DWT
137
Dorsey & Whitney Trust
South Dakota
$58K -$10.1K -2,618 -15%
FHB
138
First Hawaiian Bank
Hawaii
$58K -$4.86K -1,255 -8%
WB
139
WesBanco Bank
West Virginia
$54K
BRWA
140
B. Riley Wealth Advisors
Florida
$53K +$9.65K +2,493 +23%
CC
141
Courier Capital
New York
$50K
FA
142
FCG Advisors
New Jersey
$50K +$7.71K +1,992 +19%
CWA
143
Cypress Wealth Advisors
California
$50K +$49K +12,660 New
FMWA
144
Forvis Mazars Wealth Advisors
Missouri
$49K +$48.1K +12,430 New
Citadel Advisors
145
Citadel Advisors
Florida
$48K +$47.1K +12,159 New
RJFSA
146
Raymond James Financial Services Advisors
Florida
$48K +$47.3K +12,224 New
AIG
147
American International Group
New York
$47K +$1.53K +395 +3%
ZB
148
Zions Bancorporation
Utah
$46K +$7.01K +1,809 +19%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$46K +$24K +6,200 +115%
IC
150
Intersect Capital
California
$45K +$43.8K +11,316 New