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Lloyds Banking Group

269 hedge funds and large institutions have $1.53B invested in Lloyds Banking Group in 2018 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 85 increasing their positions, 89 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

3% more funds holding

Funds holding: 262269 (+7)

0.01% less ownership

Funds ownership: 0.65%0.64% (-0.01%)

4% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 89

12% less capital invested

Capital invested by funds: $1.75B → $1.53B (-$214M)

21% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $2.88M

Holders
269
Holders Change
+7
Holders Change %
+2.67%
% of All Funds
6.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
85
Reduced
89
Closed
24
Calls
$2.26M
Puts
$2.88M
Net Calls
-$618K
Net Calls Change
-$935K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$394M +$10.1M +2,840,640 +2%
Boston Partners
2
Boston Partners
Massachusetts
$166M +$597K +167,930 +0.3%
CI
3
Cambiar Investors
Colorado
$131M -$2.77M -779,528 -2%
Macquarie Group
4
Macquarie Group
Australia
$99.4M -$1.36M -383,093 -1%
Bank of America
5
Bank of America
North Carolina
$87.3M -$11.6M -3,260,254 -11%
Northern Trust
6
Northern Trust
Illinois
$81.9M +$2.85M +801,872 +3%
MIP
7
Mondrian Investment Partners
United Kingdom
$51.9M
Invesco
8
Invesco
Georgia
$50.1M -$1.92M -539,893 -3%
SCCM
9
Schafer Cullen Capital Management
New York
$47.3M -$2.8M -786,918 -5%
PPA
10
Parametric Portfolio Associates
Washington
$35.9M -$3.84M -1,081,561 -9%
Wells Fargo
11
Wells Fargo
California
$29.7M +$1.57M +443,103 +5%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$29.3M -$1.63M -458,861 -5%
RJA
13
Raymond James & Associates
Florida
$28.1M +$281K +79,110 +0.9%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27.4M +$1.3M +365,402 +5%
Goldman Sachs
15
Goldman Sachs
New York
$19.8M -$4.15M -1,167,031 -16%
CGT
16
Capital Guardian Trust
California
$17.5M +$733K +206,254 +4%
AR
17
Advisory Research
Illinois
$15.2M +$16.2M +4,566,672 New
CCM
18
Causeway Capital Management
California
$13.6M +$1.45M +406,614 +11%
UBS Group
19
UBS Group
Switzerland
$10M +$668K +187,964 +7%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$9.65M -$721K -202,792 -7%
TD Asset Management
21
TD Asset Management
Ontario, Canada
$9.3M +$581K +163,583 +7%
VIP
22
Vantage Investment Partners
Missouri
$9.16M
CBT
23
Capital Bank & Trust
California
$8.88M +$335K +94,178 +4%
ACM
24
Advisors Capital Management
New Jersey
$7.64M -$341K -95,907 -4%
SEI Investments
25
SEI Investments
Pennsylvania
$7.5M +$1.45M +407,602 +22%