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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
CWM
301
Centurion Wealth Management
Virginia
$62.2K +$59.8K +19,941 New
AssetMark Inc
302
AssetMark Inc
California
$62K -$19.1K -6,356 -24%
IWM
303
IHT Wealth Management
Illinois
$61.7K +$59.9K +19,973 New
AWM
304
Ariadne Wealth Management
California
$59.8K +$63.9K +21,282 New
ACA
305
Aptus Capital Advisors
Alabama
$59.2K +$15.9K +5,294 +39%
CCG
306
Catalina Capital Group
California
$59.1K +$5.46K +1,821 +11%
WAG
307
Wallace Advisory Group
California
$57.5K -$1.46K -488 -2%
SPIA
308
Steward Partners Investment Advisory
New York
$57.4K -$36.4K -12,146 -40%
SMA
309
Seven Mile Advisory
New Jersey
$57.2K -$2.28K -761 -4%
GM
310
GeoWealth Management
Illinois
$56.8K -$17.5K -5,842 -24%
SAI
311
Savvy Advisors Inc
New York
$56.8K -$465 -155 -0.8%
SWP
312
Stratos Wealth Partners
Ohio
$56.1K -$10.5K -3,501 -16%
CAAS
313
Capital Asset Advisory Services
Michigan
$56K +$126 +42 +0.2%
CIA
314
Concurrent Investment Advisors
Florida
$55.7K +$105 +35 +0.2%
LNWTC
315
Laird Norton Wetherby Trust Company
Washington
$55.3K
FHA
316
First Horizon Advisors
Tennessee
$54.1K +$5.75K +1,916 +12%
RA
317
Riversedge Advisors
Delaware
$53.8K +$3.49K +1,164 +7%
SFG
318
Sterling Financial Group
California
$53.7K
BWM
319
Baron Wealth Management
Michigan
$52.6K +$11.9K +3,969 +31%
CFG
320
Cooper Financial Group
California
$52.6K +$288 +96 +0.6%
KeyBank National Association
321
KeyBank National Association
Ohio
$52.2K -$864 -288 -2%
RPCONE
322
Retirement Planning Company of New England
Rhode Island
$51.6K +$660 +220 +1%
BCG
323
Breakwater Capital Group
New Jersey
$51K +$4.87K +1,624 +11%
WPW
324
Waldron Private Wealth
Pennsylvania
$49.7K
KPWS
325
Kestra Private Wealth Services
Texas
$49.7K -$12.9K -4,313 -21%