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Lloyds Banking Group

210 hedge funds and large institutions have $302M invested in Lloyds Banking Group in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 0.33%0.33% (-0.01%)

7% less funds holding

Funds holding: 227210 (-17)

14% less capital invested

Capital invested by funds: $352M → $302M (-$50.9M)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

82% less call options, than puts

Call options by funds: $666K | Put options by funds: $3.78M

Holders
210
Holders Change
-17
Holders Change %
-7.49%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
42
Reduced
95
Closed
41
Calls
$666K
Puts
$3.78M
Net Calls
-$3.11M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$48.6M -$1.69K -1,205 -0%
Macquarie Group
2
Macquarie Group
Australia
$41.6M -$2.13M -1,522,475 -5%
MIP
3
Mondrian Investment Partners
United Kingdom
$35.3M +$204K +145,774 +0.6%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$20.7M +$21M +14,991,789 +53,559%
Northern Trust
5
Northern Trust
Illinois
$16.9M -$2.46M -1,754,074 -12%
Jane Street
6
Jane Street
New York
$16.4M +$4.83M +3,447,892 +38%
Goldman Sachs
7
Goldman Sachs
New York
$11.4M -$3.92M -2,792,914 -24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.78M -$96.2K -68,626 -0.9%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$9.17M +$6.52M +4,651,475 +194%
MIS
10
Morningstar Investment Services
Illinois
$8.48M -$1.4M -997,796 -13%
CS
11
Credit Suisse
Switzerland
$7.02M
CIM
12
Cowen Investment Management
New York
$6.47M
FIA
13
FNY Investment Advisers
New York
$5.29M +$1.4M +1,000,000 +33%
Verition Fund Management
14
Verition Fund Management
Connecticut
$4.21M -$1.4M -1,000,000 -24%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$4.09M +$972K +693,210 +28%
AG
16
Aperio Group
California
$3.45M -$2.13M -1,521,789 -36%
OMC
17
Old Mission Capital
Illinois
$3.22M -$808K -576,665 -19%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$3.15M -$311K -221,508 -8%
Group One Trading
19
Group One Trading
Illinois
$2.75M -$137K -97,367 -4%
UBS Group
20
UBS Group
Switzerland
$2.71M -$1.07M -766,358 -27%
PPA
21
Parametric Portfolio Associates
Washington
$2.63M -$4.45M -3,176,842 -61%
MS
22
Maven Securities
Jersey
$2.33M
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.83M +$149K +106,045 +8%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$1.81M +$160K +113,973 +9%
Wells Fargo
25
Wells Fargo
California
$1.75M -$155K -110,222 -8%