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Lloyds Banking Group

262 hedge funds and large institutions have $1.75B invested in Lloyds Banking Group in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 59

41% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 27

13% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $2.41M

7% more capital invested

Capital invested by funds: $1.62B → $1.75B (+$121M)

4% more funds holding

Funds holding: 252262 (+10)

0.05% more ownership

Funds ownership: 0.61%0.65% (+0.05%)

Holders
262
Holders Change
+10
Holders Change %
+3.97%
% of All Funds
6.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
104
Reduced
59
Closed
27
Calls
$2.72M
Puts
$2.41M
Net Calls
+$317K
Net Calls Change
+$3.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$430M -$28.7M -7,405,788 -6%
Boston Partners
2
Boston Partners
Massachusetts
$185M +$667K +172,228 +0.3%
CI
3
Cambiar Investors
Colorado
$149M +$12.1M +3,131,572 +8%
Macquarie Group
4
Macquarie Group
Australia
$112M +$3.87M +998,112 +3%
Bank of America
5
Bank of America
North Carolina
$110M +$20.7M +5,344,015 +22%
Northern Trust
6
Northern Trust
Illinois
$88.5M +$4.06M +1,047,947 +5%
Invesco
7
Invesco
Georgia
$58M -$204K -52,562 -0.3%
SCCM
8
Schafer Cullen Capital Management
New York
$55.7M +$56.8M +14,657,401 +4,506%
MIP
9
Mondrian Investment Partners
United Kingdom
$55.6M +$2.87M +740,000 +5%
PPA
10
Parametric Portfolio Associates
Washington
$44.2M +$3.66M +946,017 +9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$34.5M -$1.5M -388,369 -4%
Wells Fargo
12
Wells Fargo
California
$31.6M +$7.38M +1,903,723 +29%
RJA
13
Raymond James & Associates
Florida
$31.1M +$20.8M +5,370,303 +180%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$29.3M +$2.77M +716,079 +10%
Goldman Sachs
15
Goldman Sachs
New York
$26.5M +$4.96M +1,279,605 +22%
BlackRock
16
BlackRock
New York
$26M +$3.8M +981,581 +16%
CGT
17
Capital Guardian Trust
California
$18.8M +$3.64M +940,755 +23%
CCM
18
Causeway Capital Management
California
$13.6M -$2.35M -605,409 -14%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$11.5M +$9.68M +2,498,910 +415%
UBS Group
20
UBS Group
Switzerland
$10.5M +$699K +180,312 +7%
VIP
21
Vantage Investment Partners
Missouri
$10.2M
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.1M +$4.08M +1,052,388 +63%
CBT
23
Capital Bank & Trust
California
$9.57M +$680K +175,498 +7%
ACM
24
Advisors Capital Management
New Jersey
$8.89M -$315K -81,438 -3%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$8.72M +$1.05M +271,340 +12%