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Lloyds Banking Group

285 hedge funds and large institutions have $887M invested in Lloyds Banking Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

4% more funds holding

Funds holding: 273285 (+12)

0.11% less ownership

Funds ownership: 0.6%0.49% (-0.11%)

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

32% less capital invested

Capital invested by funds: $1.3B → $887M (-$410M)

46% less call options, than puts

Call options by funds: $675K | Put options by funds: $1.26M

Holders
285
Holders Change
+12
Holders Change %
+4.4%
% of All Funds
6.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
87
Reduced
106
Closed
47
Calls
$675K
Puts
$1.26M
Net Calls
-$586K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
126
Wambolt & Associates
Colorado
$140K +$155K +54,643 New
SFA
127
Semmax Financial Advisors
North Carolina
$139K +$155K +54,354 New
BF
128
BOK Financial
Oklahoma
$135K -$12.2K -4,297 -8%
Bank of Montreal
129
Bank of Montreal
Ontario, Canada
$134K +$19.9K +7,009 +15%
Simplex Trading
130
Simplex Trading
Illinois
$133K +$135K +47,414 +970%
HPCM
131
High Pointe Capital Management
Illinois
$131K -$6.99K -2,460 -5%
HAG
132
HighPoint Advisor Group
Illinois
$129K -$5.15K -1,810 -4%
NIT
133
NumerixS Investment Technologies
British Columbia, Canada
$129K +$5.12K +1,800 +4%
Creative Planning
134
Creative Planning
Kansas
$127K -$62K -21,809 -31%
FB
135
Fulton Bank
Pennsylvania
$127K +$1.18K +416 +0.8%
RFC
136
Regions Financial Corp
Alabama
$124K -$10.8K -3,792 -7%
LC
137
Lourd Capital
California
$113K -$182K -64,140 -59%
SCM
138
Stevens Capital Management
Pennsylvania
$109K +$121K +42,543 New
FDCDDQ
139
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$20.1K -7,058 -14%
CAM
140
Cresset Asset Management
Illinois
$105K +$117K +41,185 New
SC
141
Searle & Co
Connecticut
$102K -$56.9K -20,000 -33%
IIC
142
Integrated Investment Consultants
Michigan
$102K +$21.4K +7,537 +24%
AAM
143
Auxier Asset Management
Oregon
$100K -$11.4K -4,000 -9%
HH
144
Hilltop Holdings
Texas
$100K +$36.7K +12,908 +49%
Toronto Dominion Bank
145
Toronto Dominion Bank
Ontario, Canada
$99K -$2.02K -710 -2%
FWM
146
Focused Wealth Management
New York
$99K
LSAG
147
Lake Street Advisors Group
New Hampshire
$99K +$32.1K +11,306 +42%
QIM
148
Quantitative Investment Management
Virginia
$99K +$111K +38,900 New
SCM
149
Sterling Capital Management
North Carolina
$97K -$15.4K -5,433 -13%
AI
150
Atria Investments
North Carolina
$94K -$86.8K -30,546 -45%