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Lloyds Banking Group

273 hedge funds and large institutions have $1.3B invested in Lloyds Banking Group in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1% more funds holding

Funds holding: 269273 (+4)

0.04% less ownership

Funds ownership: 0.64%0.6% (-0.04%)

15% less capital invested

Capital invested by funds: $1.53B → $1.3B (-$234M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

61% less call options, than puts

Call options by funds: $534K | Put options by funds: $1.38M

Holders
273
Holders Change
+4
Holders Change %
+1.49%
% of All Funds
6.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
82
Reduced
107
Closed
23
Calls
$534K
Puts
$1.38M
Net Calls
-$847K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
151
Hollencrest Capital Management
California
$97K -$45.7K -14,257 -32%
AAM
152
Advisors Asset Management
Colorado
$97K -$1.5K -468 -1%
IIC
153
Integrated Investment Consultants
Michigan
$97K
AIM
154
Anchor Investment Management
South Carolina
$95.2K +$50K +15,600 +99%
Principal Financial Group
155
Principal Financial Group
Iowa
$94K
AWM
156
AE Wealth Management
Kansas
$91K +$8.16K +2,545 +9%
PR
157
Payden & Rygel
California
$88K
ASN
158
Advisory Services Network
Georgia
$86K -$6.42K -2,001 -7%
LSAG
159
Lake Street Advisors Group
New Hampshire
$83K -$30.5K -9,527 -26%
WS
160
Wedbush Securities
California
$83K +$119 +37 +0.1%
MYIA
161
Mount Yale Investment Advisors
Colorado
$80K -$164 -51 -0.2%
Franklin Resources
162
Franklin Resources
California
$80K +$84.1K +26,244 New
HH
163
Hilltop Holdings
Texas
$79K -$9.73K -3,035 -10%
CG
164
Caprock Group
Idaho
$79K -$481 -150 -0.6%
PNC
165
Park National Corp
Ohio
$78K
Brown Advisory
166
Brown Advisory
Maryland
$76K +$1.9K +594 +2%
SPC
167
Sigma Planning Corp
Michigan
$75K +$25.7K +8,010 +48%
RJFSA
168
Raymond James Financial Services Advisors
Florida
$73K -$1.7K -530 -2%
FAAS
169
First Allied Advisory Services
California
$73K -$1.15K -360 -1%
ARTA
170
A.R.T. Advisors
New York
$73K +$77K +24,031 New
BWP
171
BSW Wealth Partners
Colorado
$71K
ECM
172
Evergreen Capital Management
Washington
$70K
Fidelity Investments
173
Fidelity Investments
Massachusetts
$65K -$51.2K -15,979 -43%
AssetMark Inc
174
AssetMark Inc
California
$65K
V
175
Veritable
Delaware
$65K +$2.71K +847 +4%