We are live on ! Find out more
LYG icon

Lloyds Banking Group

139 hedge funds and large institutions have $830M invested in Lloyds Banking Group in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 45

6% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 17

4% more capital invested

Capital invested by funds: $802M → $830M (+$28.9M)

0.97% more ownership

Funds ownership: 10.94%11.91% (+0.97%)

1% less funds holding

Funds holding: 140139 (-1)

96% less call options, than puts

Call options by funds: $286K | Put options by funds: $7.79M

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
4.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
53
Reduced
45
Closed
17
Calls
$286K
Puts
$7.79M
Net Calls
-$7.5M
Net Calls Change
-$4.82M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$415M +$40.7M +7,504,363 +10%
Lazard Asset Management
2
Lazard Asset Management
New York
$83.8M +$16.5M +3,038,116 +23%
MAA
3
Managed Account Advisors
New Jersey
$33.6M +$4.34M +799,443 +14%
Morgan Stanley
4
Morgan Stanley
New York
$30.4M +$13.1M +2,405,795 +67%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$29.9M -$5.22M -962,459 -14%
Northern Trust
6
Northern Trust
Illinois
$29.7M +$3.96M +729,163 +14%
CCM
7
Causeway Capital Management
California
$18.2M +$3.75M +690,954 +24%
Wells Fargo
8
Wells Fargo
California
$16.6M +$3.8M +700,989 +27%
PPA
9
Parametric Portfolio Associates
Washington
$15.9M +$977K +180,096 +6%
Franklin Resources
10
Franklin Resources
California
$11.7M -$4.05M -745,608 -25%
Goldman Sachs
11
Goldman Sachs
New York
$9.71M +$1.71M +315,168 +20%
CGT
12
Capital Guardian Trust
California
$9.66M +$3.67M +676,062 +55%
Bank of America
13
Bank of America
North Carolina
$7.9M +$228K +42,011 +3%
AG
14
Aperio Group
California
$7.3M +$7.78M +1,433,465 New
Lord, Abbett & Co
15
Lord, Abbett & Co
New Jersey
$6.9M +$7.35M +1,354,856 New
Group One Trading
16
Group One Trading
Illinois
$5.92M -$51.2K -9,434 -0.8%
ClearBridge Investments
17
ClearBridge Investments
New York
$5.59M +$81K +14,920 +1%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.52M -$4.26M -785,277 -42%
Comerica Bank
19
Comerica Bank
Texas
$5.51M -$234K -43,072 -4%
WAM
20
World Asset Management
Michigan
$5.11M -$1.3M -239,821 -19%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$4.99M +$4.44M +818,498 +507%
U
22
UBS
Switzerland
$4.89M -$1.69M -310,871 -24%
Citigroup
23
Citigroup
New York
$4.25M +$2.61M +480,280 +135%
Renaissance Technologies
24
Renaissance Technologies
New York
$4.19M -$3.28M -605,100 -42%
CAM
25
Capstone Asset Management
Texas
$3.7M +$204K +37,620 +5%