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Lloyds Banking Group

318 hedge funds and large institutions have $749M invested in Lloyds Banking Group in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

32% more capital invested

Capital invested by funds: $570M → $749M (+$180M)

7% more funds holding

Funds holding: 296318 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.54%0.53% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

66% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $3.04M

Holders
318
Holders Change
+22
Holders Change %
+7.43%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
100
Reduced
107
Closed
27
Calls
$1.02M
Puts
$3.04M
Net Calls
-$2.02M
Net Calls Change
-$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
226
Fisher Asset Management
Washington
$38K +$8.44K +4,100 +31%
AAM
227
Advisors Asset Management
Colorado
$37.9K +$5.56K +2,702 +19%
SS
228
Simplicity Solutions
Minnesota
$36.4K +$3.5K +1,699 +11%
AAM
229
Auxier Asset Management
Oregon
$36.3K
CA
230
Claro Advisors
Massachusetts
$36.1K +$165 +80 +0.5%
GCAC
231
Guardian Capital Advisors (Canada)
Ontario, Canada
$35.7K +$30.9K +15,000 New
SC
232
Savant Capital
Illinois
$35K +$44.7K +21,747 New
IA
233
IFG Advisory
Georgia
$35K +$553 +269 +2%
CW
234
CreativeOne Wealth
Kansas
$34K -$4.3K -2,091 -12%
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$32.7K
FNWM
236
Financial Network Wealth Management
Utah
$32.6K
Dimensional Fund Advisors
237
Dimensional Fund Advisors
Texas
$32.1K +$375K +182,375 +1%
TF
238
Trek Financial
Arizona
$32.1K +$30K +14,575 New
NAS
239
Nicolet Advisory Services
Wisconsin
$30.7K +$27K +13,125 New
ZIM
240
Zacks Investment Management
Illinois
$30.6K +$1.66K +807 +6%
VC
241
Veery Capital
Delaware
$30.3K +$4.83K +2,346 +21%
IF
242
Intrua Financial
Texas
$30.3K +$25.7K +12,500 New
Carson Wealth (CWM LLC)
243
Carson Wealth (CWM LLC)
Nebraska
$30K -$5.72K -2,782 -17%
CIAS
244
Capital Investment Advisory Services
North Carolina
$29.7K -$8.23K -4,000 -23%
CWP
245
Concord Wealth Partners
Virginia
$29.5K
BHB
246
Bank Hapoalim BM
Israel
$29K
SPWM
247
Straight Path Wealth Management
Michigan
$28.6K
GAG
248
GM Advisory Group
New York
$28.6K
NWM
249
NEIRG Wealth Management
Massachusetts
$28.5K +$26.7K +12,971 New
CWM
250
Centurion Wealth Management
Virginia
$28.2K +$26.4K +12,808 New