We are live on ! Find out more
LYG icon

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
PWPS
326
Pinnacle Wealth Planning Services
Ohio
-$41K -22,937 Closed
KPWS
327
Kestra Private Wealth Services
Texas
-$38K -21,160 Closed
SI
328
Stephens Inc
Arkansas
-$36K -20,035 Closed
CC
329
Copperleaf Capital
North Carolina
-$27K -15,280 Closed
GT
330
Greenleaf Trust
Michigan
-$27K -15,144 Closed
MPPW
331
Mitchell & Pahl Private Wealth
Oklahoma
-$26K -14,689 Closed
CCA
332
Childress Capital Advisors
Texas
-$18K -12,633 Closed
HIC
333
Hartline Investment Corp
Illinois
-$23K -12,578 Closed
BTWM
334
Baker Tilly Wealth Management
Wisconsin
-$21K -11,825 Closed
RCM
335
Radnor Capital Management
Pennsylvania
-$20K -11,000 Closed
BRWA
336
B. Riley Wealth Advisors
Florida
-$20K -10,603 Closed
Bessemer Group
337
Bessemer Group
New Jersey
-$14K -7,586 Closed
HR
338
Howe & Rusling
New York
-$10K -5,778 Closed
WWM
339
Wolff Wiese Magana
California
-$5K -2,703 Closed
CB
340
Community Bank
New York
-$4K -2,222 Closed
ACA
341
Atlas Capital Advisors
Wyoming
-$3.75K -2,097 Closed
MAM
342
Meeder Asset Management
Ohio
-$3K -1,602 Closed
AFG
343
Albion Financial Group
Utah
-$2K -866 Closed
AF
344
Allworth Financial
California
-$1K -828 Closed
EW
345
Evoke Wealth
California
-$1K -330 Closed