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Lloyds Banking Group

169 hedge funds and large institutions have $964M invested in Lloyds Banking Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 20

8% more funds holding

Funds holding: 157169 (+12)

0% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 54

2.69% less ownership

Funds ownership: 17.82%15.13% (-2.7%)

22% less capital invested

Capital invested by funds: $1.23B → $964M (-$270M)

99% less call options, than puts

Call options by funds: $94K | Put options by funds: $6.51M

Holders
169
Holders Change
+12
Holders Change %
+7.64%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
54
Reduced
54
Closed
20
Calls
$94K
Puts
$6.51M
Net Calls
-$6.41M
Net Calls Change
+$3.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$408M -$230M -47,649,915 -35%
Lazard Asset Management
2
Lazard Asset Management
New York
$89.2M +$1.9M +393,593 +2%
TIM
3
Thornburg Investment Management
New Mexico
$52.4M -$10.6M -2,193,142 -16%
Northern Trust
4
Northern Trust
Illinois
$48.8M -$536K -110,860 -1%
MAA
5
Managed Account Advisors
New Jersey
$37.6M -$5.6M -1,158,693 -13%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$35.9M +$7.67M +1,586,042 +26%
Morgan Stanley
7
Morgan Stanley
New York
$23.8M -$4.5M -930,042 -15%
Wells Fargo
8
Wells Fargo
California
$20.7M +$1.29M +267,524 +6%
Citigroup
9
Citigroup
New York
$18.9M +$11.6M +2,395,467 +143%
CGT
10
Capital Guardian Trust
California
$18.1M +$2.95M +611,140 +19%
OMC
11
Old Mission Capital
Illinois
$18.1M +$18.8M +3,895,066 New
PPA
12
Parametric Portfolio Associates
Washington
$17.5M +$1.38M +284,655 +8%
CCM
13
Causeway Capital Management
California
$16.8M -$2.29M -474,518 -12%
Goldman Sachs
14
Goldman Sachs
New York
$14.5M +$1.7M +351,988 +13%
Jane Street
15
Jane Street
New York
$12.5M +$13M +2,685,645 New
Franklin Resources
16
Franklin Resources
California
$9.23M -$902K -186,705 -9%
Comerica Bank
17
Comerica Bank
Texas
$8.09M +$4.11M +850,902 +95%
AG
18
Aperio Group
California
$6.97M +$972K +200,984 +15%
CAM
19
Capstone Asset Management
Texas
$6.63M +$2.99M +619,192 +76%
MRCM
20
M&R Capital Management
New Jersey
$6.55M -$260K -53,685 -4%
FWCM
21
Ferguson Wellman Capital Management
Oregon
$6.31M -$41.4K -8,560 -0.6%
VKH
22
Virtu KCG Holdings
New York
$5.07M +$4.5M +931,967 +581%
ClearBridge Investments
23
ClearBridge Investments
New York
$4.98M +$52.7K +10,899 +1%
Bank of America
24
Bank of America
North Carolina
$4.6M -$3.52M -727,239 -42%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$4.53M +$3.13M +647,379 +197%