We are live on ! Find out more
LYG icon

Lloyds Banking Group

213 hedge funds and large institutions have $1.34B invested in Lloyds Banking Group in 2017 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 83 increasing their positions, 57 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 24

46% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 57

13% more capital invested

Capital invested by funds: $1.19B → $1.34B (+$154M)

5% more funds holding

Funds holding: 202213 (+11)

0.04% more ownership

Funds ownership: 0.49%0.53% (+0.04%)

15% less call options, than puts

Call options by funds: $4.95M | Put options by funds: $5.84M

Holders
213
Holders Change
+11
Holders Change %
+5.45%
% of All Funds
5.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
83
Reduced
57
Closed
24
Calls
$4.95M
Puts
$5.84M
Net Calls
-$890K
Net Calls Change
+$3.46M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$412M +$47.1M +13,255,507 +13%
Boston Partners
2
Boston Partners
Massachusetts
$181M -$11.1M -3,131,802 -6%
Macquarie Group
3
Macquarie Group
Australia
$107M -$301K -84,722 -0.3%
Northern Trust
4
Northern Trust
Illinois
$70.8M +$706K +198,844 +1%
Bank of America
5
Bank of America
North Carolina
$62.8M +$12.8M +3,609,131 +25%
Invesco
6
Invesco
Georgia
$60.5M +$26.3M +7,416,165 +76%
JP Morgan Chase
7
JP Morgan Chase
New York
$50.8M -$10.4M -2,923,793 -17%
MIP
8
Mondrian Investment Partners
United Kingdom
$49.2M +$4.59M +1,291,000 +10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$37.7M -$298K -83,804 -0.8%
PPA
10
Parametric Portfolio Associates
Washington
$32M +$4.3M +1,210,005 +15%
BlackRock
11
BlackRock
New York
$22.8M -$374K -105,144 -2%
CBT
12
Capital Bank & Trust
California
$22.1M +$22.2M +6,248,749 New
Goldman Sachs
13
Goldman Sachs
New York
$20.8M +$4.62M +1,300,730 +28%
RJA
14
Raymond James & Associates
Florida
$15.8M -$18.6K -5,233 -0.1%
CCM
15
Causeway Capital Management
California
$14.1M -$1.16M -327,552 -8%
UBS Group
16
UBS Group
Switzerland
$13.4M +$1.19M +336,257 +10%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.3M +$3.7M +1,042,518 +43%
Wells Fargo
18
Wells Fargo
California
$11.2M -$9.16K -2,578 -0.1%
ACM
19
Advisors Capital Management
New Jersey
$9.66M +$9.73M +2,737,953 New
Natixis Advisors
20
Natixis Advisors
Massachusetts
$7.62M -$547K -153,862 -7%
PNC Financial Services Group
21
PNC Financial Services Group
Pennsylvania
$7.22M +$363K +102,310 +5%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$6.62M +$1.93M +543,685 +41%
SEI Investments
23
SEI Investments
Pennsylvania
$6.22M +$850K +239,215 +16%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$5.94M -$197K -55,581 -3%
Two Sigma Investments
25
Two Sigma Investments
New York
$5.75M +$5.79M +1,629,773 New