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Lloyds Banking Group

157 hedge funds and large institutions have $1.23B invested in Lloyds Banking Group in 2014 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 45 increasing their positions, 50 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$89.3M)

4% more funds holding

Funds holding: 151157 (+6)

1.6% more ownership

Funds ownership: 16.22%17.82% (+1.6%)

10% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 50

98% less call options, than puts

Call options by funds: $184K | Put options by funds: $10.1M

Holders
157
Holders Change
+6
Holders Change %
+3.97%
% of All Funds
4.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
45
Reduced
50
Closed
18
Calls
$184K
Puts
$10.1M
Net Calls
-$9.88M
Net Calls Change
-$2.98M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$684M +$5.78M +1,148,631 +0.9%
Lazard Asset Management
2
Lazard Asset Management
New York
$94.9M -$2.97M -590,163 -3%
TIM
3
Thornburg Investment Management
New Mexico
$68M +$67.8M +13,483,099 New
Northern Trust
4
Northern Trust
Illinois
$53.5M +$21.4M +4,250,212 +67%
MAA
5
Managed Account Advisors
New Jersey
$46.7M +$10.5M +2,094,244 +29%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$31M +$2.1M +417,422 +7%
Morgan Stanley
7
Morgan Stanley
New York
$30.6M -$628K -124,761 -2%
Wells Fargo
8
Wells Fargo
California
$21.2M +$1.47M +291,563 +7%
CCM
9
Causeway Capital Management
California
$20.7M +$834K +165,830 +4%
PPA
10
Parametric Portfolio Associates
Washington
$17.6M +$764K +151,819 +5%
CGT
11
Capital Guardian Trust
California
$16.6M +$3.13M +621,731 +23%
Goldman Sachs
12
Goldman Sachs
New York
$14M +$2.99M +594,848 +27%
Franklin Resources
13
Franklin Resources
California
$11M -$417K -82,894 -4%
Bank of America
14
Bank of America
North Carolina
$8.67M +$46.5K +9,247 +0.5%
Citigroup
15
Citigroup
New York
$8.43M +$2.05M +408,430 +32%
MRCM
16
M&R Capital Management
New Jersey
$7.39M +$7.37M +1,465,920 New
FWCM
17
Ferguson Wellman Capital Management
Oregon
$6.9M +$345K +68,600 +5%
AG
18
Aperio Group
California
$6.56M -$319K -63,423 -5%
UBS AM
19
UBS AM
Illinois
$6.02M +$494K +98,103 +9%
ClearBridge Investments
20
ClearBridge Investments
New York
$5.35M -$152K -30,277 -3%
WAM
21
World Asset Management
Michigan
$4.65M -$254K -50,437 -5%
Comerica Bank
22
Comerica Bank
Texas
$4.5M -$225K -44,751 -5%
CAM
23
Capstone Asset Management
Texas
$4.08M +$93.1K +18,500 +2%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$4.05M -$3.36M -668,854 -45%
U
25
UBS
Switzerland
$3.58M -$935K -185,916 -21%