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Lloyds Banking Group

203 hedge funds and large institutions have $1.39B invested in Lloyds Banking Group in 2017 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 57 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 57

4% more capital invested

Capital invested by funds: $1.34B → $1.39B (+$51.7M)

0% more ownership

Funds ownership: 0.53%0.53% (+0%)

5% less funds holding

Funds holding: 213203 (-10)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

67% less call options, than puts

Call options by funds: $1.45M | Put options by funds: $4.35M

Holders
203
Holders Change
-10
Holders Change %
-4.69%
% of All Funds
5.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
81
Reduced
57
Closed
30
Calls
$1.45M
Puts
$4.35M
Net Calls
-$2.9M
Net Calls Change
-$2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$437M +$9.31M +2,673,114 +2%
Boston Partners
2
Boston Partners
Massachusetts
$187M -$1.25M -357,999 -0.7%
Macquarie Group
3
Macquarie Group
Australia
$110M -$637K -182,723 -0.6%
Northern Trust
4
Northern Trust
Illinois
$76.3M +$2.82M +807,933 +4%
Bank of America
5
Bank of America
North Carolina
$67.5M +$2.27M +652,644 +4%
Invesco
6
Invesco
Georgia
$61.7M -$990K -284,201 -2%
MIP
7
Mondrian Investment Partners
United Kingdom
$54.3M +$3.1M +890,000 +6%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$38M -$1.03M -296,068 -3%
PPA
9
Parametric Portfolio Associates
Washington
$35.8M +$2.56M +735,500 +8%
BlackRock
10
BlackRock
New York
$24.1M +$422K +121,150 +2%
CBT
11
Capital Bank & Trust
California
$23.9M +$935K +268,463 +4%
Goldman Sachs
12
Goldman Sachs
New York
$23M +$1.3M +372,410 +6%
CCM
13
Causeway Capital Management
California
$15.5M +$905K +259,693 +7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$13.9M +$1.14M +328,336 +9%
RJA
15
Raymond James & Associates
Florida
$13.2M -$3.04M -872,765 -19%
UBS Group
16
UBS Group
Switzerland
$12.2M -$1.6M -460,070 -12%
Wells Fargo
17
Wells Fargo
California
$11.8M +$200K +57,289 +2%
CI
18
Cambiar Investors
Colorado
$11.2M +$10.6M +3,046,965 New
Two Sigma Investments
19
Two Sigma Investments
New York
$10.2M +$4.03M +1,157,682 +71%
VIP
20
Vantage Investment Partners
Missouri
$10.1M +$9.58M +2,750,000 New
ACM
21
Advisors Capital Management
New Jersey
$9.76M -$246K -70,587 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$7.98M -$42.6M -12,223,361 -85%
SEI Investments
23
SEI Investments
Pennsylvania
$7.53M +$1.02M +294,065 +17%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$7.37M -$110K -31,634 -2%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$7.07M +$451K +129,470 +7%