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Lloyds Banking Group

285 hedge funds and large institutions have $887M invested in Lloyds Banking Group in 2018 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 87 increasing their positions, 106 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 47

4% more funds holding

Funds holding: 273285 (+12)

0.11% less ownership

Funds ownership: 0.6%0.49% (-0.11%)

18% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 106

32% less capital invested

Capital invested by funds: $1.3B → $887M (-$410M)

46% less call options, than puts

Call options by funds: $675K | Put options by funds: $1.26M

Holders
285
Holders Change
+12
Holders Change %
+4.4%
% of All Funds
6.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
60
Increased
87
Reduced
106
Closed
47
Calls
$675K
Puts
$1.26M
Net Calls
-$586K
Net Calls Change
+$261K
Name Holding Trade Value Shares
Change
Change in
Stake
Boston Partners
1
Boston Partners
Massachusetts
$118M -$6.06M -2,130,636 -4%
CI
2
Cambiar Investors
Colorado
$101M -$2.96M -1,041,511 -3%
Macquarie Group
3
Macquarie Group
Australia
$64M -$11.7M -4,120,688 -14%
Northern Trust
4
Northern Trust
Illinois
$54.1M -$10.7M -3,750,998 -15%
Bank of America
5
Bank of America
North Carolina
$49.1M -$10.1M -3,544,032 -16%
MIP
6
Mondrian Investment Partners
United Kingdom
$46.8M +$3.95M +1,388,000 +8%
JP Morgan Chase
7
JP Morgan Chase
New York
$40.7M +$40M +14,061,524 +766%
PPA
8
Parametric Portfolio Associates
Washington
$22.6M -$3.71M -1,306,559 -13%
Renaissance Technologies
9
Renaissance Technologies
New York
$22.2M +$20.1M +7,072,410 +445%
SCCM
10
Schafer Cullen Capital Management
New York
$22.1M -$10.3M -3,614,500 -30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$19.2M -$2.42M -849,854 -10%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$17.6M -$2.97M -1,045,992 -13%
RJA
13
Raymond James & Associates
Florida
$16.5M -$5.75M -2,022,388 -24%
Jane Street
14
Jane Street
New York
$15.6M +$14.3M +5,016,922 +458%
Wells Fargo
15
Wells Fargo
California
$14.7M -$8.86M -3,115,147 -35%
Goldman Sachs
16
Goldman Sachs
New York
$14.4M -$3.93M -1,382,939 -20%
Deutsche Bank
17
Deutsche Bank
Germany
$13.5M +$14.4M +5,050,778 +2,158%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$13.2M +$5.19M +1,825,414 +54%
MIS
19
Morningstar Investment Services
Illinois
$11.9M +$12.4M +4,357,704 +1,516%
CS
20
Credit Suisse
Switzerland
$11.1M +$3.76M +1,324,103 +44%
CCM
21
Causeway Capital Management
California
$10.6M +$108K +38,040 +0.9%
OMC
22
Old Mission Capital
Illinois
$10.1M +$7.32M +2,574,970 +186%
AR
23
Advisory Research
Illinois
$10.1M -$797K -280,354 -7%
FIA
24
FNY Investment Advisers
New York
$9.49M +$8.39M +2,950,750 +389%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$9.23M +$10.1M +3,555,681 +7,206%