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Lloyds Banking Group

391 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 105

35% more capital invested

Capital invested by funds: $678M → $915M (+$237M)

12% more funds holding

Funds holding: 350391 (+41)

4% more call options, than puts

Call options by funds: $372K | Put options by funds: $359K

0.12% more ownership

Funds ownership: 0.5%0.62% (+0.12%)

Holders
391
Holders Change
+41
Holders Change %
+11.71%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
76
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
301
Concourse Financial Group Securities
Alabama
$29.7K -$7.3K -3,409 -22%
LA
302
LM Advisors
California
$29.6K +$26.6K +12,400 New
FFA
303
Fortune Financial Advisors
Kansas
$29.5K +$544 +254 +2%
WSWA
304
Warren Street Wealth Advisors
California
$29.5K +$26.4K +12,328 New
BCM
305
Bayesian Capital Management
New York
$29.4K +$26.3K +12,300 New
AAP
306
Arax Advisory Partners
Colorado
$29.3K +$4.72K +2,203 +22%
CWM
307
Cherrydale Wealth Management
New Jersey
$29.2K +$26.2K +12,233 New
BJL
308
Brighton Jones LLC
Washington
$29.2K +$26.2K +12,215 New
CT
309
Colonial Trust
South Carolina
$28.7K -$27.8K -13,000 -52%
FWM
310
FMB Wealth Management
California
$28.5K
Hotchkis & Wiley Capital Management
311
Hotchkis & Wiley Capital Management
California
$28.4K -$1.5K -700 -6%
NPT
312
National Philanthropic Trust
Pennsylvania
$28.1K +$25.2K +11,767 New
AA
313
AlphaMark Advisors
Kentucky
$28K +$4.24K +1,980 +21%
EWA
314
Exencial Wealth Advisors
Oklahoma
$28K +$25.1K +11,704 New
AAM
315
Auxier Asset Management
Oregon
$27.5K
HT
316
Headlands Technologies
Illinois
$27.4K +$24.5K +11,448 New
CL
317
Choreo LLC
Illinois
$26.9K +$24.1K +11,246 New
EWA
318
EverSource Wealth Advisors
Alabama
$26.6K +$17.2K +8,027 +260%
RA
319
Riversedge Advisors
Delaware
$26.6K +$23.8K +11,115 New
CIA
320
Choate Investment Advisors
Massachusetts
$26.6K -$21.7K -10,119 -48%
Russell Investments Group
321
Russell Investments Group
United Kingdom
$26.5K +$16.7K +7,783 +234%
BCAM
322
Boston Common Asset Management
Massachusetts
$26K -$457K -213,473 -95%
DOA
323
D'Orazio & Associates
Virginia
$26K +$23.3K +10,874 New
AWS
324
Atria Wealth Solutions
New York
$25.9K +$23.2K +10,838 New
PA
325
PFW Advisors
Georgia
$25.5K -$94.1K -43,947 -80%