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Lloyds Banking Group

202 hedge funds and large institutions have $1.19B invested in Lloyds Banking Group in 2017 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 41

34% more capital invested

Capital invested by funds: $890M → $1.19B (+$299M)

18% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 34

1% more funds holding

Funds holding: 200202 (+2)

0.09% more ownership

Funds ownership: 0.4%0.49% (+0.09%)

86% less call options, than puts

Call options by funds: $714K | Put options by funds: $5.06M

Holders
202
Holders Change
+2
Holders Change %
+1%
% of All Funds
5.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
77
Reduced
41
Closed
34
Calls
$714K
Puts
$5.06M
Net Calls
-$4.35M
Net Calls Change
-$483K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$351M -$6.49M -1,924,906 -2%
Boston Partners
2
Boston Partners
Massachusetts
$185M +$184M +54,516,598 New
Macquarie Group
3
Macquarie Group
Australia
$103M +$8.29M +2,460,554 +9%
Northern Trust
4
Northern Trust
Illinois
$67.5M +$2.85M +844,204 +4%
JP Morgan Chase
5
JP Morgan Chase
New York
$58.9M +$27.9M +8,283,583 +92%
Bank of America
6
Bank of America
North Carolina
$48.2M -$2.01M -596,756 -4%
MIP
7
Mondrian Investment Partners
United Kingdom
$43M +$12.7M +3,774,868 +43%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$36.6M +$5.72M +1,697,943 +19%
Invesco
9
Invesco
Georgia
$33.1M +$1.17M +347,099 +4%
PPA
10
Parametric Portfolio Associates
Washington
$26.7M +$4.01M +1,188,959 +18%
BlackRock
11
BlackRock
New York
$22.3M +$22.1M +6,570,492 New
CGT
12
Capital Guardian Trust
California
$19.9M +$2.4M +711,962 +14%
Goldman Sachs
13
Goldman Sachs
New York
$15.6M +$3.1M +920,268 +25%
RJA
14
Raymond James & Associates
Florida
$15.3M +$4.24M +1,257,292 +39%
CCM
15
Causeway Capital Management
California
$14.7M +$649K +192,637 +5%
UBS Group
16
UBS Group
Switzerland
$11.8M +$6.82M +2,022,109 +140%
Wells Fargo
17
Wells Fargo
California
$10.8M +$875K +259,440 +9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.27M +$4.05M +1,201,687 +98%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$7.86M +$324K +96,204 +4%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6.61M +$336K +99,754 +5%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$5.91M +$2.54M +754,215 +77%
SEI Investments
22
SEI Investments
Pennsylvania
$5.18M +$2.45M +726,442 +91%
Neuberger Berman Group
23
Neuberger Berman Group
New York
$4.95M -$419K -124,300 -8%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$4.52M +$517K +153,324 +13%
CAM
25
Capstone Asset Management
Texas
$4.31M +$190K +56,390 +5%