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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
ASN
151
Advisory Services Network
Georgia
$7K +$6.97K +1,443 New
HCC
152
Hirtle Callaghan & Co
Pennsylvania
$6K +$5.8K +1,200 New
Bessemer Group
153
Bessemer Group
New Jersey
$6K +$6.64K +1,373 New
CFA
154
Carroll Financial Associates
North Carolina
$5K -$203 -42 -4%
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
JFGIW
156
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
MCM
157
MV Capital Management
Maryland
$5K +$5.65K +1,169 New
NPC
158
National Planning Corporation
California
$4.26K +$4.69K +970 New
FNBT
159
FineMark National Bank & Trust
Florida
$2K
HPBT
160
High Point Bank & Trust
North Carolina
$2K
Macquarie Group
161
Macquarie Group
Australia
$2K +$126 +26 +5%
W
162
Wealthfront
California
$2K +$1.69K +350 New
OC
163
Oakworth Capital
Alabama
$1K
PSI
164
Pinnacle Summer Investments
Virginia
$1K
S
165
SignatureFD
Georgia
$1K
EWM
166
Evercore Wealth Management
New York
$1K +$1.24K +256 New
BRWA
167
B. Riley Wealth Advisors
Florida
$86
AllianceBernstein
168
AllianceBernstein
Tennessee
-$611K -121,298 Closed
SCM
169
Stevens Capital Management
Pennsylvania
-$364K -72,232 Closed
Nomura Holdings
170
Nomura Holdings
Japan
-$274K -54,538 Closed
EIP
171
Epoch Investment Partners
New York
-$234K -46,330 Closed
BFA
172
BlackRock Fund Advisors
California
-$190K -37,615 Closed
DG
173
Davidson & Garrard
Virginia
-$169K -33,500 Closed
AIA
174
Avalon Investment & Advisory
Texas
-$101K -20,000 Closed
SC
175
Sumit Capital
New York
-$87K -17,231 Closed