We are live on ! Find out more
LYG icon

Lloyds Banking Group

390 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 122

5% more capital invested

Capital invested by funds: $915M → $965M (+$49.5M)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.62%0.59% (-0.04%)

0% less funds holding

Funds holding: 391390 (-1)

20% less call options, than puts

Call options by funds: $544K | Put options by funds: $684K

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
164
Reduced
122
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
JWA
351
JFS Wealth Advisors
Pennsylvania
$10.9K +$2.76K +1,202 +40%
HNB
352
Huntington National Bank
Ohio
$10.2K +$9.07K +3,951 +395,100%
PFBT
353
Parkside Financial Bank & Trust
Missouri
$9.22K +$434 +189 +6%
NS
354
NBC Securities
Alabama
$9K +$2.29K +1,000 +39%
FFA
355
Frazier Financial Advisors
Ohio
$8.37K +$5.82K +2,535 +363%
PTC
356
Private Trust Company
Ohio
$7.98K
HWA
357
HHM Wealth Advisors
Tennessee
$7.45K
UB
358
UMB Bank
Missouri
$7.26K -$2.6K -1,132 -29%
RWA
359
Redmont Wealth Advisors
Illinois
$7.18K +$6.36K +2,771 New
FFA
360
Farther Finance Advisors
California
$7.15K -$308 -134 -5%
CG
361
Cutler Group
California
$6K +$4.87K +2,122 +1,010%
PFA
362
Pathway Financial Advisers
Indiana
$5.83K +$5.16K +2,250 New
Barclays
363
Barclays
United Kingdom
$5.31K
GEA
364
Glen Eagle Advisors
New Jersey
$5.18K -$4.59K -2,000 -50%
GKIM
365
GW&K Investment Management
Massachusetts
$5K +$984 +429 +26%
FFO
366
Fortitude Family Office
Arizona
$4.38K
ZB
367
Zions Bancorporation
Utah
$4.32K
BIA
368
Bell Investment Advisors
California
$3.87K
MG
369
Mather Group
Illinois
$3.45K +$3.31K +1,444 New
Kayne Anderson Rudnick Investment Management
370
Kayne Anderson Rudnick Investment Management
California
$3.05K
Bessemer Group
371
Bessemer Group
New Jersey
$3K +$2.47K +1,077 New
HWM
372
HighMark Wealth Management
Minnesota
$2.71K
TCM
373
Tradewinds Capital Management
Washington
$2.59K +$2.29K +1,000 New
RFG
374
RFP Financial Group
Georgia
$2.53K -$3.38K -1,474 -60%
RIL
375
Rothschild Investment LLC
Illinois
$2.33K -$3.07K -1,337 -60%