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Lloyds Banking Group

390 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 122

5% more capital invested

Capital invested by funds: $915M → $965M (+$49.5M)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.62%0.59% (-0.04%)

0% less funds holding

Funds holding: 391390 (-1)

20% less call options, than puts

Call options by funds: $544K | Put options by funds: $684K

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
164
Reduced
122
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
RCAG
251
Rehmann Capital Advisory Group
Michigan
$61.5K -$44.7K -19,490 -45%
WTC
252
WhitTier Trust Company
Nevada
$60.5K +$1.74K +756 +3%
OWA
253
Octavia Wealth Advisors
Ohio
$60.1K -$3.49K -1,520 -6%
SMA
254
Sage Mountain Advisors
Georgia
$59.6K +$328 +143 +0.6%
AA
255
AlphaMark Advisors
Kentucky
$59K +$26K +11,315 +98%
AssetMark Inc
256
AssetMark Inc
California
$58.8K +$2 +1 +0%
SWP
257
Stratos Wealth Partners
Ohio
$58K -$14K -6,083 -21%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$57K
CAM
259
Cidel Asset Management
Ontario, Canada
$55.9K -$17K -7,405 -26%
AF
260
Allworth Financial
California
$55.5K +$923 +402 +2%
WFI
261
West Family Investments
California
$55.1K +$1.51K +659 +3%
WSWA
262
Warren Street Wealth Advisors
California
$53.7K +$19.3K +8,392 +68%
KPWS
263
Kestra Private Wealth Services
Texas
$53.4K -$867 -378 -2%
IA
264
IFP Advisors
Florida
$52.9K +$15K +6,533 +47%
CAAS
265
Capital Asset Advisory Services
Michigan
$52.6K -$3.96K -1,727 -8%
SWM
266
Spire Wealth Management
Virginia
$52.5K +$1.81K +788 +4%
CWM
267
Centurion Wealth Management
Virginia
$52.5K +$1.81K +788 +4%
SFG
268
Sterling Financial Group
California
$52.3K +$16.9K +7,352 +57%
GM
269
GeoWealth Management
Illinois
$52K +$27.2K +11,834 +144%
PCC
270
Park Circle Company
Maryland
$51.8K
AWM
271
Axxcess Wealth Management
California
$51.4K -$3.96K -1,727 -8%
AHL
272
Abel Hall LLC
Louisiana
$51.4K +$5.11K +2,226 +13%
MNBTD
273
Moody National Bank Trust Division
Texas
$51.2K
BFG
274
Bleakley Financial Group
New Jersey
$50.7K -$2.77K -1,209 -6%
SW
275
Simplicity Wealth
New Jersey
$50.7K +$44.9K +19,566 New