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Lloyds Banking Group

291 hedge funds and large institutions have $1.13B invested in Lloyds Banking Group in 2019 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

27% more capital invested

Capital invested by funds: $887M → $1.13B (+$240M)

27% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 37

2% more funds holding

Funds holding: 285291 (+6)

0.01% more ownership

Funds ownership: 0.49%0.49% (+0.01%)

87% less call options, than puts

Call options by funds: $437K | Put options by funds: $3.35M

Holders
291
Holders Change
+6
Holders Change %
+2.11%
% of All Funds
6.3%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.11%
New
47
Increased
117
Reduced
79
Closed
37
Calls
$437K
Puts
$3.35M
Net Calls
-$2.92M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
1
Cambiar Investors
Colorado
$141M +$13.5M +4,405,176 +11%
Macquarie Group
2
Macquarie Group
Australia
$91.7M +$10.9M +3,555,154 +14%
Northern Trust
3
Northern Trust
Illinois
$75.4M +$7.23M +2,365,559 +11%
Bank of America
4
Bank of America
North Carolina
$61.9M +$266K +86,887 +0.5%
MIP
5
Mondrian Investment Partners
United Kingdom
$58.7M
JP Morgan Chase
6
JP Morgan Chase
New York
$39.4M -$11.1M -3,632,269 -23%
PPA
7
Parametric Portfolio Associates
Washington
$36.3M +$7.57M +2,476,497 +28%
Verition Fund Management
8
Verition Fund Management
Connecticut
$33.5M +$31.9M +10,436,064 New
Renaissance Technologies
9
Renaissance Technologies
New York
$33.1M +$5.04M +1,648,390 +19%
DS
10
DRW Securities
Illinois
$32.5M +$31M +10,140,250 New
CI
11
Cowen Inc
New York
$29.2M +$26.3M +8,583,813 +1,717%
Goldman Sachs
12
Goldman Sachs
New York
$27.6M +$9.14M +2,987,063 +53%
SCCM
13
Schafer Cullen Capital Management
New York
$27.5M -$174K -56,750 -0.7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$25.4M +$1.25M +407,397 +5%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$23M +$6.12M +2,000,000 +39%
Wells Fargo
16
Wells Fargo
California
$22.1M +$3.41M +1,116,247 +19%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$20.3M -$1.76M -577,062 -8%
Deutsche Bank
18
Deutsche Bank
Germany
$20.2M +$3.09M +1,011,532 +19%
AR
19
Advisory Research
Illinois
$20.1M +$7.11M +2,325,146 +59%
Jane Street
20
Jane Street
New York
$17.4M -$2.1M -686,083 -11%
RJA
21
Raymond James & Associates
Florida
$16M -$4.45M -1,454,801 -23%
MIS
22
Morningstar Investment Services
Illinois
$15.1M +$213K +69,522 +1%
CCM
23
Causeway Capital Management
California
$13.7M +$366K +119,656 +3%
Natixis Advisors
24
Natixis Advisors
Massachusetts
$12.4M +$4.8M +1,570,968 +69%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$12.2M +$583K +190,667 +5%