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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
OA
201
Opes Advisors
California
$44K -$38 -12 -0.1%
MHS
202
M Holdings Securities
Oregon
$41K
AT
203
Arden Trust
Delaware
$41K +$2.62K +817 +6%
PA
204
Pinnacle Associates
New York
$40K
WWM
205
Willingdon Wealth Management
North Carolina
$39K +$9.97K +3,111 +32%
AllianceBernstein
206
AllianceBernstein
Tennessee
$39K +$41.2K +12,845 New
HIMCH
207
Hartford Investment Management Co (HIMCO)
Connecticut
$37K
PTC
208
Private Trust Company
Ohio
$37K
SF
209
Synovus Financial
Georgia
$37K
Verition Fund Management
210
Verition Fund Management
Connecticut
$37K +$39.1K +12,197 New
EWA
211
EP Wealth Advisors
California
$37K +$39.5K +12,310 New
Mariner
212
Mariner
Kansas
$36K -$8.27K -2,580 -18%
S
213
SignatureFD
Georgia
$35K -$6.44K -2,008 -15%
AAP
214
Arax Advisory Partners
Colorado
$35K +$36.8K +11,492 New
CB
215
Commerce Bank
Missouri
$35K +$36.9K +11,513 New
CFGS
216
Concourse Financial Group Securities
Alabama
$33K +$34.1K +10,625 New
IA
217
IFG Advisory
Georgia
$33K +$35.4K +11,050 New
EVM
218
Eaton Vance Management
Massachusetts
$32K -$625 -195 -2%
SIAS
219
Shine Investment Advisory Services
Colorado
$31K -$58.5K -18,242 -64%
IA
220
IFP Advisors
Florida
$31K +$1.6K +498 +5%
WA1
221
Wimmer Associates 1
California
$30K +$32.1K +10,000 New
WAM
222
Wealthspire Advisors (Maryland)
Maryland
$26K -$7.47K -2,329 -21%
DOA
223
D'Orazio & Associates
Virginia
$26K
WHG
224
Westwood Holdings Group
Texas
$25K -$55.8K -17,400 -68%
CFG
225
Citizens Financial Group
Rhode Island
$25K -$5.11K -1,594 -16%