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Lloyds Banking Group

123 hedge funds and large institutions have $377M invested in Lloyds Banking Group in 2013 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 59 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

168% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 22

41% more capital invested

Capital invested by funds: $268M → $377M (+$109M)

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 120123 (+3)

14.67% less ownership

Funds ownership: 20.43%5.76% (-15%)

59% less call options, than puts

Call options by funds: $490K | Put options by funds: $1.19M

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
123
Holders Change
+3
Holders Change %
+2.5%
% of All Funds
3.99%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
18
Increased
59
Reduced
22
Closed
13
Calls
$490K
Puts
$1.19M
Net Calls
-$699K
Net Calls Change
-$894K
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$62.4M +$1.06M +236,206 +2%
IG
2
ING Group
Netherlands
$41.5M +$31.7M +7,040,000 +437%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$37.4M +$1.64M +362,812 +5%
MAA
4
Managed Account Advisors
New Jersey
$30M +$4.25M +942,469 +18%
Northern Trust
5
Northern Trust
Illinois
$22.2M +$2.84M +629,244 +16%
Franklin Resources
6
Franklin Resources
California
$20.3M -$148K -32,721 -0.8%
PPA
7
Parametric Portfolio Associates
Washington
$13M +$1.9M +421,000 +18%
Wells Fargo
8
Wells Fargo
California
$11.9M +$182K +40,357 +2%
ClearBridge Investments
9
ClearBridge Investments
New York
$11.5M -$420K -93,264 -4%
WAM
10
World Asset Management
Michigan
$7.74M -$1.28M -283,490 -15%
Goldman Sachs
11
Goldman Sachs
New York
$7.03M +$637K +141,321 +11%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$6.96M +$5.86M +1,298,855 +878%
Barclays
13
Barclays
United Kingdom
$6.63M +$5.25M +1,163,770 +236%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.54M -$130K -28,778 -2%
Comerica Bank
15
Comerica Bank
Texas
$5.62M +$516K +114,468 +11%
Bank of America
16
Bank of America
North Carolina
$5.46M +$1.75M +387,393 +52%
Morgan Stanley
17
Morgan Stanley
New York
$5.33M +$4.19M +928,595 +518%
U
18
UBS
Switzerland
$5.1M +$3.77M +835,391 +372%
AG
19
Aperio Group
California
$4.93M +$1.21M +269,157 +36%
Renaissance Technologies
20
Renaissance Technologies
New York
$4.06M +$3.39M +751,600 +810%
CCM
21
Causeway Capital Management
California
$4.05M +$847K +187,913 +29%
CGT
22
Capital Guardian Trust
California
$3.97M +$3.72M +826,100 New
Group One Trading
23
Group One Trading
Illinois
$3.47M +$1.22M +270,702 +60%
1IC
24
1919 Investment Counsel
Maryland
$2.98M +$33.1K +7,350 +1%
CAM
25
Capstone Asset Management
Texas
$2.98M +$243K +53,838 +10%