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Lloyds Banking Group

200 hedge funds and large institutions have $890M invested in Lloyds Banking Group in 2016 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 55 increasing their positions, 78 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

3% more funds holding

Funds holding: 195200 (+5)

3% more capital invested

Capital invested by funds: $865M → $890M (+$24.5M)

21.46% less ownership

Funds ownership: 21.86%0.4% (-21%)

29% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 78

76% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $5.11M

Holders
200
Holders Change
+5
Holders Change %
+2.56%
% of All Funds
5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
55
Reduced
78
Closed
25
Calls
$1.25M
Puts
$5.11M
Net Calls
-$3.87M
Net Calls Change
+$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
126
Synovus Financial
Georgia
$67K +$14.6K +5,000 +30%
Simplex Trading
127
Simplex Trading
Illinois
$66K +$63.1K +21,565 New
O
128
OppenheimerFunds
New York
$65K -$2.33K -795 -4%
State Street
129
State Street
Massachusetts
$65K +$61.3K +20,956 New
AssetMark Inc
130
AssetMark Inc
California
$63K -$10.1K -3,448 -15%
PCC
131
Park Circle Company
Maryland
$62K
PA
132
Pinnacle Associates
New York
$61K -$76.7K -26,200 -57%
V
133
Veritable
Delaware
$61K +$57.4K +19,618 New
Brown Advisory
134
Brown Advisory
Maryland
$58K +$1.31K +447 +2%
Walleye Trading
135
Walleye Trading
New York
$57K +$13.5K +4,600 +34%
AP
136
Advisor Partners
California
$55K -$2.59K -885 -5%
FWCM
137
Ferguson Wellman Capital Management
Oregon
$55K +$51.7K +17,666 New
PG
138
PEAK6 Group
Illinois
$54K -$344K -117,721 -87%
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$54K -$137K -46,969 -72%
IA
140
IFP Advisors
Florida
$52K +$111 +38 +0.2%
CA
141
Commerzbank Aktiengesellschaft
Germany
$51K -$4.55K -1,555 -9%
BF
142
BOK Financial
Oklahoma
$51K -$2.56K -874 -5%
CFG
143
Citizens Financial Group
Rhode Island
$50K -$4.57K -1,560 -9%
BP
144
BBR Partners
New York
$49K +$46.7K +15,955 New
MHS
145
M Holdings Securities
Oregon
$48K -$29.3K -10,000 -39%
PAG
146
Private Advisor Group
New Jersey
$47K +$41.9K +14,335 New
CB
147
Commerce Bank
Missouri
$45K +$42.7K +14,578 New
FIM
148
Freedom Investment Management
Connecticut
$44K -$99.6K -34,047 -71%
FAAS
149
First Allied Advisory Services
California
$43K +$40.3K +13,788 New
CC
150
Courier Capital
New York
$42K