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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
CC
276
Copperleaf Capital
North Carolina
$76.9K -$8.85K -2,950 -11%
KFS
277
Keynote Financial Services
Connecticut
$76.8K
MSA
278
Marino Stram & Associates
Massachusetts
$76.4K
NA
279
NewEdge Advisors
Louisiana
$76K +$25.3K +8,440 +53%
VCM
280
Virtue Capital Management
Tennessee
$75.4K -$1.08K -361 -1%
AHL
281
Abel Hall LLC
Louisiana
$75.4K +$7.83K +2,610 +12%
WFI
282
West Family Investments
California
$74.8K +$8.08K +2,694 +13%
IAS
283
Insigneo Advisory Services
Florida
$72.1K +$23.2K +7,742 +50%
DOA
284
D'Orazio & Associates
Virginia
$71.1K -$6.95K -2,317 -9%
SCA
285
Snowden Capital Advisors
New York
$71.1K +$1.75K +584 +3%
BPA
286
Beacon Pointe Advisors
California
$70.3K -$12.1K -4,017 -15%
WSWA
287
Warren Street Wealth Advisors
California
$70.1K +$2.08K +694 +3%
GDP
288
Great Diamond Partners
Maine
$69.3K +$354 +118 +0.5%
PGFC
289
Peapack-Gladstone Financial Corp
New Jersey
$69K
LCWP
290
Legacy Capital Wealth Partners
Arkansas
$68.6K +$66K +21,991 New
CAM
291
Cidel Asset Management
Ontario, Canada
$67.4K
BRWA
292
B. Riley Wealth Advisors
Florida
$67.2K -$10.4K -3,478 -14%
AF
293
Allworth Financial
California
$66.2K -$2.67K -889 -4%
HWM
294
HB Wealth Management
Georgia
$63.7K +$11K +3,651 +22%
WIA
295
World Investment Advisors
California
$63.7K +$61.3K +20,415 New
LCM
296
Lazari Capital Management
California
$63.6K +$10.1K +3,371 +20%
KOC
297
Koss-Olinger Consulting
Florida
$63K +$60.8K +20,271 New
PCC
298
Park Circle Company
Maryland
$62.4K
SIC
299
Salem Investment Counselors
North Carolina
$62.4K +$4.5K +1,500 +8%
EWA
300
EverSource Wealth Advisors
Alabama
$62.4K +$7.32K +2,439 +14%