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Lloyds Banking Group

202 hedge funds and large institutions have $1.19B invested in Lloyds Banking Group in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

34% more capital invested

Capital invested by funds: $890M → $1.19B (+$299M)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1% more funds holding

Funds holding: 200202 (+2)

0.09% more ownership

Funds ownership: 0.4%0.49% (+0.09%)

86% less call options, than puts

Call options by funds: $714K | Put options by funds: $5.06M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
77
Reduced
41
Closed
34
Calls
$714K
Puts
$5.06M
Net Calls
-$4.35M
Net Calls Change
-$483K
Name Holding Trade Value Shares
Change
Change in
Stake
TCOV
176
Trust Company of Vermont
Vermont
$12K +$11.4K +3,391 New
SW
177
SVB Wealth
Massachusetts
$11K +$43.3K +12,830 New
TIM
178
Thornburg Investment Management
New Mexico
$10K -$14.5M -4,292,715 -100%
ZB
179
Zions Bancorporation
Utah
$10K -$13.4K -3,976 -58%
SPIA
180
Steward Partners Investment Advisory
New York
$10K +$2.85K +844 +37%
GWM
181
Geneos Wealth Management
Colorado
$8K +$8.73K +2,589 New
GT
182
Glenmede Trust
Pennsylvania
$6K -$477K -141,644 -99%
BTIS
183
BB&T Investment Services
North Carolina
$6K +$6.21K +1,842 New
DADC
184
D.A. Davidson & Co
Montana
$4K -$213K -63,190 -98%
PMFA
185
Plante Moran Financial Advisors
Michigan
$4K -$7.5K -2,224 -64%
EFSCE
186
Enterprise Financial Services Corp (EFSC)
Missouri
$4K
FIB
187
First Interstate Bank
Montana
$4K
NFG
188
Next Financial Group
Texas
$4K
CYG
189
Clean Yield Group
Vermont
$4K +$3.64K +1,081 New
PA
190
Parallel Advisors
California
$3K -$6.62K -1,964 -68%
CFA
191
Carroll Financial Associates
North Carolina
$3K
CHC
192
City Holding Co
West Virginia
$3K
PG
193
Patten Group
Tennessee
$3K
YWP
194
YorkBridge Wealth Partners
New York
$3K
WT
195
Whittier Trust
California
$3K +$2.71K +803 New
GRP
196
Global Retirement Partners
California
$2K
QCG
197
Quadrant Capital Group
Ohio
$2K
AIM
198
Advantage Investment Management
Iowa
$2K +$337 +100 +25%
UBS AM
199
UBS AM
Illinois
$1.28K +$1.27K +377 New
ACS
200
Archford Capital Strategies
Illinois
$1K