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Lloyds Banking Group

252 hedge funds and large institutions have $1.62B invested in Lloyds Banking Group in 2017 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 83 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

283% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 18

60% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 52

24% more funds holding

Funds holding: 203252 (+49)

16% more capital invested

Capital invested by funds: $1.39B → $1.62B (+$229M)

0.07% more ownership

Funds ownership: 0.53%0.61% (+0.07%)

71% less call options, than puts

Call options by funds: $1.22M | Put options by funds: $4.17M

Holders
252
Holders Change
+49
Holders Change %
+24.14%
% of All Funds
5.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
69
Increased
83
Reduced
52
Closed
18
Calls
$1.22M
Puts
$4.17M
Net Calls
-$2.96M
Net Calls Change
-$60K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$461M +$13.5M +3,740,098 +3%
Boston Partners
2
Boston Partners
Massachusetts
$185M -$5.7M -1,580,516 -3%
CI
3
Cambiar Investors
Colorado
$139M +$122M +33,965,492 +1,115%
Macquarie Group
4
Macquarie Group
Australia
$110M -$2.73M -758,203 -3%
Bank of America
5
Bank of America
North Carolina
$90.5M +$20.5M +5,693,017 +31%
Northern Trust
6
Northern Trust
Illinois
$85.3M +$6.8M +1,887,338 +9%
Invesco
7
Invesco
Georgia
$58.7M -$4.4M -1,219,365 -7%
MIP
8
Mondrian Investment Partners
United Kingdom
$55.6M
PPA
9
Parametric Portfolio Associates
Washington
$41M +$4.1M +1,136,232 +12%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36.2M -$2.62M -727,344 -7%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$26.8M +$12.1M +3,347,895 +88%
Wells Fargo
12
Wells Fargo
California
$24.7M +$12.1M +3,356,478 +104%
BlackRock
13
BlackRock
New York
$22.6M -$2.05M -567,381 -9%
Goldman Sachs
14
Goldman Sachs
New York
$21.9M -$1.57M -435,106 -7%
CCM
15
Causeway Capital Management
California
$16M +$106K +29,449 +0.7%
CGT
16
Capital Guardian Trust
California
$15.4M +$14.8M +4,100,933 New
RJA
17
Raymond James & Associates
Florida
$11.2M -$2.28M -631,088 -17%
VIP
18
Vantage Investment Partners
Missouri
$10.3M
UBS Group
19
UBS Group
Switzerland
$9.89M -$2.52M -699,104 -21%
ACM
20
Advisors Capital Management
New Jersey
$9.27M -$704K -195,227 -7%
CBT
21
Capital Bank & Trust
California
$8.99M -$14.9M -4,121,070 -63%
TD Asset Management
22
TD Asset Management
Ontario, Canada
$7.76M +$703K +194,943 +10%
SEI Investments
23
SEI Investments
Pennsylvania
$7.55M -$164K -45,408 -2%
PNC Financial Services Group
24
PNC Financial Services Group
Pennsylvania
$7.45M -$96.3K -26,720 -1%
Two Sigma Investments
25
Two Sigma Investments
New York
$7.08M -$3.24M -898,614 -32%