We are live on ! Find out more
LYG icon

Lloyds Banking Group

429 hedge funds and large institutions have $1.26B invested in Lloyds Banking Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 118

21% more call options, than puts

Call options by funds: $913K | Put options by funds: $754K

20% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$209M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

1.94% more ownership

Funds ownership: 0.6%2.54% (+1.9%)

1% more funds holding

Funds holding: 424429 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
429
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
6.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
211
Reduced
118
Closed
40
Calls
$913K
Puts
$754K
Net Calls
+$159K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
CH
226
Cromwell Holdings
Wyoming
$131K
CWM
227
CarsonAllaria Wealth Management
Illinois
$130K -$13.3K -4,426 -10%
SRC
228
Sage Rhino Capital
California
$130K +$6.77K +2,256 +6%
SC
229
Savant Capital
Illinois
$130K +$3.14K +1,045 +3%
DWM
230
Diversify Wealth Management
Utah
$129K +$40.6K +13,524 +49%
DWM
231
Drive Wealth Management
Utah
$128K +$4.83K +1,611 +4%
WA
232
Wealthstream Advisors
New York
$127K +$6.21K +2,071 +5%
CA
233
Claro Advisors
Massachusetts
$126K -$12K -3,992 -9%
PCIA
234
Prime Capital Investment Advisors
Kansas
$126K +$2.07K +689 +2%
Carson Wealth (CWM LLC)
235
Carson Wealth (CWM LLC)
Nebraska
$126K -$91.6K -30,544 -43%
HPM
236
Hoxton Planning & Management
West Virginia
$122K +$46.9K +15,624 +66%
PFS
237
Prospera Financial Services
Texas
$122K +$4.3K +1,432 +4%
PA
238
Procyon Advisors
Connecticut
$121K +$57.2K +19,077 +96%
BTWM
239
Baker Tilly Wealth Management
Wisconsin
$120K +$54.3K +18,092 +89%
BCM
240
Brookstone Capital Management
Illinois
$118K +$324 +108 +0.3%
WEG
241
World Equity Group
Illinois
$116K +$111K +37,126 New
BWP
242
BSW Wealth Partners
Colorado
$116K -$5.09K -1,696 -4%
AA
243
Addison Advisors
Vermont
$114K +$4.63K +1,544 +4%
CG
244
CFO4Life Group
Texas
$114K -$9.81K -3,271 -8%
DAS
245
Diversify Advisory Services
Utah
$113K +$57.7K +19,225 +120%
PCS
246
Personal CFO Solutions
New Jersey
$113K +$13.4K +4,477 +14%
PTP
247
Platform Technology Partners
New York
$112K
PP
248
PDS Planning
Ohio
$112K +$1.04K +348 +1%
RCAG
249
Rehmann Capital Advisory Group
Michigan
$111K +$16.2K +5,386 +18%
CCM
250
Coldstream Capital Management
Washington
$110K -$141 -47 -0.1%