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Lloyds Banking Group

390 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+40
Holders Change %
+11.43%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
75
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Shares
Change %
NMM
326
Naples Money Management
Florida
$25.2K +$25.2K +10,534 New
HPM
327
Hoxton Planning & Management
West Virginia
$25K
HIP
328
HUB Investment Partners
Texas
$25K +$25K +10,450 New
PP
329
Pacifica Partners
Canada
$24.9K
TF
330
Trek Financial
Arizona
$24.4K
X
331
Xponance
Pennsylvania
$24.2K
AC
332
AIFG Consultants
New York
$24.2K +$24.2K +10,135 New
RSWM
333
Robertson Stephens Wealth Management
California
$24.1K
PCMC
334
Planning Capital Management Corporation
Pennsylvania
$24K +$24K +10,057 New
GAG
335
GM Advisory Group
New York
$23.9K
SFP
336
Shepherd Financial Partners
Massachusetts
$23.9K
AG
337
Ascent Group
Virginia
$23.4K +$23.4K +11,426 New
FG
338
Foster Group
Iowa
$22.5K
First Manhattan
339
First Manhattan
New York
$22.1K
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$20.6K +$4.9K +2,049 +31%
GM
341
GeoWealth Management
Illinois
$20K +$260 +107 +1%
TWC
342
TD Waterhouse Canada
Ontario, Canada
$19.3K
EBA
343
Eagle Bay Advisors
New York
$15.5K
SPIA
344
Steward Partners Investment Advisory
New York
$10.4K
GEA
345
Glen Eagle Advisors
New Jersey
$9.56K
UB
346
UMB Bank
Missouri
$9.41K +$7.69K +3,218 +448%
CWP
347
Concord Wealth Partners
Virginia
$8.68K -$20.1K -8,419 -70%
PFBT
348
Parkside Financial Bank & Trust
Missouri
$8.05K +$5.11K +2,138 +174%
PTC
349
Private Trust Company
Ohio
$7.36K -$122 -51 -2%
JWA
350
JFS Wealth Advisors
Pennsylvania
$7.19K +$339 +142 +5%