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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
CCA
301
Column Capital Advisors
Indiana
$3.4K
HWM
302
HighMark Wealth Management
Minnesota
$3.32K
BAM
303
Bellevue Asset Management
Washington
$3.25K
UB
304
UMB Bank
Missouri
$2K
GBT
305
Grove Bank & Trust
Florida
$2K +$2.06K +1,000 New
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$1.91K +$1.79K +868 New
AWM
307
Avior Wealth Management
Nebraska
$1.81K +$1.7K +825 New
FSWA
308
Financial Synergies Wealth Advisors
Texas
$1.17K +$1.1K +533 New
TPCW
309
TD Private Client Wealth
New York
$1.05K +$981 +477 New
BIA
310
Bell Investment Advisors
California
$1.04K -$319 -155 -25%
FFA
311
Farther Finance Advisors
California
$1.03K +$963 +468 New
HFS
312
Hantz Financial Services
Michigan
$1K
ONST
313
Old North State Trust
North Carolina
$1K +$1.37K +668 New
ACM
314
Antonetti Capital Management
Florida
$999
AWM
315
Accurate Wealth Management
Florida
$954 +$839 +408 New
SC
316
Schubert & Co
Texas
$651 -$2.5K -1,216 -80%
NF
317
Norwood Financial
Pennsylvania
$451
IAA
318
Independent Advisor Alliance
North Carolina
$151 +$3.86K +1,878 +3%
HC
319
Henshaw Capital
Massachusetts
-$209K -116,877 Closed
CG
320
Caprock Group
Idaho
-$186K -104,077 Closed
AWA
321
Aaron Wealth Advisors
Illinois
-$96K -53,572 Closed
VCM
322
Virtue Capital Management
Tennessee
-$81K -45,203 Closed
CAM
323
Cresset Asset Management
Illinois
-$78K -43,459 Closed
WWA
324
WCG Wealth Advisors
Nevada
-$78K -40,094 Closed
CA
325
CGN Advisors
Kansas
-$43K -23,831 Closed