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Lloyds Banking Group

269 hedge funds and large institutions have $1.53B invested in Lloyds Banking Group in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 89 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

3% more funds holding

Funds holding: 262269 (+7)

0.01% less ownership

Funds ownership: 0.65%0.64% (-0.01%)

4% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 89

12% less capital invested

Capital invested by funds: $1.75B → $1.53B (-$214M)

21% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $2.88M

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
6.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
85
Reduced
89
Closed
24
Calls
$2.26M
Puts
$2.88M
Net Calls
-$618K
Net Calls Change
-$935K
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
201
Northwestern Mutual Wealth Management
Wisconsin
$45K +$11.8K +3,317 +32%
PA
202
Pinnacle Associates
New York
$44K
MFG
203
Monte Financial Group
Connecticut
$43K -$412 -116 -0.9%
AT
204
Arden Trust
Delaware
$42K -$15.1K -4,240 -25%
PTC
205
Private Trust Company
Ohio
$41K -$10.2K -2,880 -19%
HIMCH
206
Hartford Investment Management Co (HIMCO)
Connecticut
$41K
SF
207
Synovus Financial
Georgia
$41K +$16.9K +4,755 +64%
PV
208
Private Vista
Illinois
$38K
FMWA
209
Forvis Mazars Wealth Advisors
Missouri
$37K -$565 -159 -1%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$37K +$7.13K +2,007 +22%
EVM
211
Eaton Vance Management
Massachusetts
$36K +$38.6K +10,873 New
FHA
212
First Horizon Advisors
Tennessee
$35K
MC
213
Moors & Cabot
Massachusetts
$35K +$37.4K +10,527 New
IA
214
IFP Advisors
Florida
$33K -$8.53K -2,400 -20%
CFG
215
Citizens Financial Group
Rhode Island
$33K +$3.45K +972 +11%
FPFS
216
First Personal Financial Services
North Carolina
$32K
WWM
217
Willingdon Wealth Management
North Carolina
$32K +$27.8K +7,809 +425%
DOA
218
D'Orazio & Associates
Virginia
$28K
APA
219
American Portfolios Advisors
New York
$27.3K +$1.27K +358 +5%
CAW
220
Cornerstone Advisors (Washington)
Washington
$27K +$2.95K +830 +12%
GWM
221
Geneos Wealth Management
Colorado
$25K
First Manhattan
222
First Manhattan
New York
$23K
SPIA
223
Steward Partners Investment Advisory
New York
$22K -$4.61K -1,298 -16%
HR
224
Howe & Rusling
New York
$22K
AF
225
Allworth Financial
California
$20K +$3.98K +1,121 +22%