We are live on ! Find out more
LYG icon

Lloyds Banking Group

229 hedge funds and large institutions have $439M invested in Lloyds Banking Group in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 64 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

109% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 22

45% more capital invested

Capital invested by funds: $302M → $439M (+$137M)

9% more funds holding

Funds holding: 210229 (+19)

0.01% less ownership

Funds ownership: 0.33%0.32% (-0.01%)

7% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 69

23% less call options, than puts

Call options by funds: $862K | Put options by funds: $1.12M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
229
Holders Change
+19
Holders Change %
+9.05%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
46
Increased
64
Reduced
69
Closed
22
Calls
$862K
Puts
$1.12M
Net Calls
-$262K
Net Calls Change
+$2.85M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$83.4M +$8.26M +4,902,920 +13%
Macquarie Group
2
Macquarie Group
Australia
$57.4M -$4.66M -2,765,105 -9%
MIP
3
Mondrian Investment Partners
United Kingdom
$48.4M -$553K -327,894 -1%
Northern Trust
4
Northern Trust
Illinois
$29.9M +$3.79M +2,247,723 +17%
Goldman Sachs
5
Goldman Sachs
New York
$22.1M +$4.27M +2,530,872 +29%
Jane Street
6
Jane Street
New York
$21.9M -$2.38M -1,412,225 -11%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$20.2M +$5.47M +3,244,370 +46%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.2M -$430K -254,882 -3%
MIS
9
Morningstar Investment Services
Illinois
$11.8M -$887K -526,081 -8%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$10.1M +$3.37M +1,998,544 +63%
CS
11
Credit Suisse
Switzerland
$10.1M -$449K -266,350 -5%
CIM
12
Cowen Investment Management
New York
$9.76M
Verition Fund Management
13
Verition Fund Management
Connecticut
$6.35M
Wells Fargo
14
Wells Fargo
California
$6.16M +$3.02M +1,794,734 +133%
PPA
15
Parametric Portfolio Associates
Washington
$6.14M +$1.87M +1,107,094 +55%
AG
16
Aperio Group
California
$5.48M +$236K +140,273 +5%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$4.17M -$497K -295,070 -12%
UBS Group
18
UBS Group
Switzerland
$3.82M -$230K -136,741 -7%
BFS
19
Bard Financial Services
Connecticut
$3.63M +$3.13M +1,854,550 New
MS
20
Maven Securities
Jersey
$3.41M
FIA
21
FNY Investment Advisers
New York
$3.28M -$4.04M -2,400,000 -59%
GAM
22
Goldentree Asset Management
New York
$2.99M +$2.57M +1,527,603 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$2.75M -$6.37K -3,779 -0.3%
Rockefeller Capital Management
24
Rockefeller Capital Management
New York
$2.59M -$114K -67,733 -5%
Citigroup
25
Citigroup
New York
$2.43M -$129K -76,706 -6%