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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
MFS
176
MSI Financial Services
Massachusetts
$12K +$6.52K +2,228 +140%
PMFA
177
Plante Moran Financial Advisors
Michigan
$11K +$5.07K +1,731 +101%
PA
178
Parallel Advisors
California
$9K +$8.44K +2,884 New
PWM
179
Perigon Wealth Management
California
$7K -$10.2K -3,487 -63%
SPIA
180
Steward Partners Investment Advisory
New York
$7K +$6.71K +2,293 New
Barclays
181
Barclays
United Kingdom
$6K -$3.82K -1,306 -39%
WIM
182
Westside Investment Management
California
$4.73K +$4.21K +1,437 New
DVM
183
Dreman Value Management
Florida
$4K -$24.8K -8,471 -86%
WAM
184
Wealthspire Advisors (Maryland)
Maryland
$4K -$846 -289 -17%
NFG
185
Next Financial Group
Texas
$3K -$5.41K -1,850 -63%
AIM
186
Acrospire Investment Management
Illinois
$3K -$1.46K -500 -33%
CFA
187
Carroll Financial Associates
North Carolina
$3K
CHC
188
City Holding Co
West Virginia
$3K
EFSCE
189
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
FIB
190
First Interstate Bank
Montana
$3K
PG
191
Patten Group
Tennessee
$3K
QCG
192
Quadrant Capital Group
Ohio
$2K -$1.94K -664 -37%
GRP
193
Global Retirement Partners
California
$2K +$1.53K +522 New
YWP
194
YorkBridge Wealth Partners
New York
$2K +$2.41K +824 New
ACS
195
Archford Capital Strategies
Illinois
$1K
FNBT
196
FineMark National Bank & Trust
Florida
$1K
GI
197
Gradient Investments
Minnesota
$1K
TWA
198
TCI Wealth Advisors
Arizona
$1K
AIM
199
Advantage Investment Management
Iowa
$1K +$585 +200 +100%
IWA
200
IBEX Wealth Advisors
New Jersey
$1K +$1.3K +446 New