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Lloyds Banking Group

273 hedge funds and large institutions have $1.3B invested in Lloyds Banking Group in 2018 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 82 increasing their positions, 107 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

1% more funds holding

Funds holding: 269273 (+4)

0.04% less ownership

Funds ownership: 0.64%0.6% (-0.04%)

15% less capital invested

Capital invested by funds: $1.53B → $1.3B (-$234M)

23% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 107

61% less call options, than puts

Call options by funds: $534K | Put options by funds: $1.38M

Holders
273
Holders Change
+4
Holders Change %
+1.49%
% of All Funds
6.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
82
Reduced
107
Closed
23
Calls
$534K
Puts
$1.38M
Net Calls
-$847K
Net Calls Change
-$229K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$271M -$94.4M -29,436,675 -25%
Boston Partners
2
Boston Partners
Massachusetts
$147M -$4.48M -1,398,319 -3%
CI
3
Cambiar Investors
Colorado
$123M +$3.69M +1,152,516 +3%
Macquarie Group
4
Macquarie Group
Australia
$88.5M -$2.32M -724,385 -2%
Northern Trust
5
Northern Trust
Illinois
$75.6M +$921K +287,147 +1%
Bank of America
6
Bank of America
North Carolina
$69.1M -$11.2M -3,484,113 -13%
MIP
7
Mondrian Investment Partners
United Kingdom
$51.3M +$4.19M +1,308,000 +8%
SCCM
8
Schafer Cullen Capital Management
New York
$37.2M -$6.28M -1,958,034 -14%
PPA
9
Parametric Portfolio Associates
Washington
$30.8M -$2.09M -652,537 -6%
Wells Fargo
10
Wells Fargo
California
$27M -$161K -50,174 -0.6%
RJA
11
Raymond James & Associates
Florida
$25.7M +$96.8K +30,196 +0.4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$25.4M +$407K +126,913 +2%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$24.1M -$2.82M -878,664 -10%
Goldman Sachs
14
Goldman Sachs
New York
$21.3M +$3.37M +1,052,091 +18%
Citigroup
15
Citigroup
New York
$18.9M +$13.8M +4,305,346 +223%
CGT
16
Capital Guardian Trust
California
$16.1M +$137K +42,791 +0.8%
AR
17
Advisory Research
Illinois
$12.8M -$1.13M -353,231 -8%
CCM
18
Causeway Capital Management
California
$12.5M +$146K +45,573 +1%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$10.2M +$10.7M +3,350,000 New
BCM
20
BlueCrest Capital Management
Jersey
$10M +$10.4M +3,236,215 +5,615%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$9.15M +$356K +111,000 +4%
CS
22
Credit Suisse
Switzerland
$9.13M +$9.62M +3,001,683 New
TD Asset Management
23
TD Asset Management
Ontario, Canada
$8.85M -$406K -126,779 -5%
CBT
24
Capital Bank & Trust
California
$8.79M +$726K +226,342 +8%
VIP
25
Vantage Investment Partners
Missouri
$8.36M