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Lloyds Banking Group

176 hedge funds and large institutions have $1.2B invested in Lloyds Banking Group in 2015 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 74 increasing their positions, 45 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 45

24% more capital invested

Capital invested by funds: $965M → $1.2B (+$231M)

1.01% more ownership

Funds ownership: 15.04%16.05% (+1%)

4% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 23

0% more funds holding

Funds holding: 176176 (0)

93% less call options, than puts

Call options by funds: $479K | Put options by funds: $7.29M

Holders
176
Holders Change
Holders Change %
0%
% of All Funds
4.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
74
Reduced
45
Closed
23
Calls
$479K
Puts
$7.29M
Net Calls
-$6.81M
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$466M -$3.67M -705,117 -0.8%
Lazard Asset Management
2
Lazard Asset Management
New York
$108M +$4.84M +928,802 +5%
MAA
3
Managed Account Advisors
New Jersey
$81.9M +$29M +5,574,523 +59%
Northern Trust
4
Northern Trust
Illinois
$67.8M +$2.94M +565,049 +5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$49.6M +$1.12M +215,110 +2%
Invesco
6
Invesco
Georgia
$47.5M +$43.9M +8,437,437 +2,698%
Wells Fargo
7
Wells Fargo
California
$30.2M +$2.44M +469,201 +9%
PPA
8
Parametric Portfolio Associates
Washington
$29.3M +$5.02M +963,251 +22%
Morgan Stanley
9
Morgan Stanley
New York
$29.3M +$295K +56,641 +1%
JP Morgan Chase
10
JP Morgan Chase
New York
$21.8M +$10.7M +2,047,929 +104%
CGT
11
Capital Guardian Trust
California
$20.5M +$1.74M +333,385 +10%
CCM
12
Causeway Capital Management
California
$20.4M +$2.49M +478,472 +15%
Goldman Sachs
13
Goldman Sachs
New York
$18.6M +$1.47M +283,017 +9%
RJA
14
Raymond James & Associates
Florida
$14.1M +$5.71M +1,097,022 +73%
BIM
15
BlackRock Investment Management
Delaware
$12.6M +$12.1M +2,325,034 +405,058%
Comerica Bank
16
Comerica Bank
Texas
$11.1M +$5.72M +1,098,576 +117%
FWCM
17
Ferguson Wellman Capital Management
Oregon
$10.2M +$712K +136,765 +8%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$9.96M +$147K +28,299 +2%
Bank of America
19
Bank of America
North Carolina
$9.37M +$2.17M +416,556 +32%
CAM
20
Capstone Asset Management
Texas
$8.88M +$585K +112,340 +7%
AG
21
Aperio Group
California
$8.55M +$209K +40,162 +3%
MRCM
22
M&R Capital Management
New Jersey
$8.28M -$65.9K -12,648 -0.8%
Citigroup
23
Citigroup
New York
$7.21M -$813K -156,110 -11%
ClearBridge Investments
24
ClearBridge Investments
New York
$6.43M +$397K +76,201 +7%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$6.09M +$473K +90,802 +9%