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Lloyds Banking Group

262 hedge funds and large institutions have $1.75B invested in Lloyds Banking Group in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $2.41M

7% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$121M)

4% more funds holding

Funds holding: 252262 (+10)

0.05% more ownership

Funds ownership: 0.61%0.65% (+0.05%)

Holders
262
Holders Change
+10
Holders Change %
+3.97%
% of All Funds
6.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
104
Reduced
59
Closed
27
Calls
$2.72M
Puts
$2.41M
Net Calls
+$317K
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
126
Fidelity Investments
Massachusetts
$202K -$18.7K -4,819 -8%
FB
127
Fulton Bank
Pennsylvania
$188K +$20K +5,150 +11%
RCA
128
Rowland Carmichael Advisors
Arizona
$186K
IWP
129
Icon Wealth Partners
Texas
$181K +$41.4K +10,683 +28%
Cambridge Investment Research Advisors
130
Cambridge Investment Research Advisors
Iowa
$177K -$92.3K -23,813 -33%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$175K -$1.35K -348 -0.7%
HCM
132
Hollencrest Capital Management
California
$165K
MCIM
133
Meadow Creek Investment Management
Georgia
$165K
SG Americas Securities
134
SG Americas Securities
New York
$162K -$313K -80,808 -65%
FWM
135
Focused Wealth Management
New York
$161K
AAM
136
Auxier Asset Management
Oregon
$160K +$167K +43,000 New
LSAG
137
Lake Street Advisors Group
New Hampshire
$150K +$18.6K +4,805 +13%
SCM
138
Sterling Capital Management
North Carolina
$143K -$20K -5,175 -12%
KeyBank National Association
139
KeyBank National Association
Ohio
$141K +$14.5K +3,736 +11%
DTL
140
Dynamic Technology Lab
Singapore
$140K +$145K +37,453 New
DWT
141
Dorsey & Whitney Trust
South Dakota
$138K +$5.7K +1,471 +4%
FHA
142
Flagship Harbor Advisors
Massachusetts
$129K
AAM
143
Advisors Asset Management
Colorado
$129K +$21.1K +5,438 +19%
IIC
144
Integrated Investment Consultants
Michigan
$128K +$133K +34,284 New
RE
145
RBC Europe
United Kingdom
$121K
Principal Financial Group
146
Principal Financial Group
Iowa
$115K +$46K +11,881 +63%
PCP
147
Proficio Capital Partners
Massachusetts
$109K +$20.9K +5,385 +23%
PR
148
Payden & Rygel
California
$108K +$113K +29,100 New
CS
149
Comerica Securities
Michigan
$107K +$794 +205 +0.7%
STA
150
Summit Trail Advisors
New York
$107K +$18.1K +4,670 +18%