We are live on ! Find out more
LYG icon

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
351
Cherrydale Wealth Management
New Jersey
$37.8K
EFSCE
352
Enterprise Financial Services Corp (EFSC)
Missouri
$37.6K -$5.11K -1,703 -12%
CT
353
Colonial Trust
South Carolina
$37.4K
FPAS
354
Focus Partners Advisor Solutions
Missouri
$37.2K +$35.8K +11,916 New
PI
355
PFG Investments
New York
$37K +$609 +203 +2%
FWM
356
FMB Wealth Management
California
$36.9K -$9 -3 -0%
TW
357
TritonPoint Wealth
Maryland
$36.1K +$34.5K +11,508 New
C
358
Certuity
Florida
$36.1K +$34.7K +11,561 New
SAG
359
SageView Advisory Group
California
$35.5K -$72.9K -24,287 -68%
HI
360
Horizon Investments
North Carolina
$35.4K +$19.5K +6,487 +133%
CFGS
361
Concourse Financial Group Securities
Alabama
$34.6K -$2.92K -972 -8%
FFS
362
Founders Financial Securities
Maryland
$34.5K +$33.2K +11,060 New
AWA
363
Aletheian Wealth Advisors
Washington
$34.2K +$32.9K +10,974 New
CIAS
364
Capital Investment Advisory Services
North Carolina
$34.2K -$5.4K -1,800 -14%
BCAM
365
Boston Common Asset Management
Massachusetts
$34K
HFP
366
Holistic Financial Partners
Indiana
$33.9K -$57.5K -19,167 -64%
TCA
367
Transcend Capital Advisors
New Jersey
$33.7K +$1.85K +617 +6%
RSWM
368
Robertson Stephens Wealth Management
California
$33.1K -$7.97K -2,658 -20%
MA
369
Mutual Advisors
Nebraska
$32.4K -$6.15K -2,049 -17%
Hotchkis & Wiley Capital Management
370
Hotchkis & Wiley Capital Management
California
$31.9K -$2.1K -700 -6%
ICP
371
Interchange Capital Partners
Pennsylvania
$31.6K -$243 -81 -0.8%
GAG
372
GM Advisory Group
New York
$31.2K
SFP
373
Shepherd Financial Partners
Massachusetts
$31.2K
Fifth Third Bancorp
374
Fifth Third Bancorp
Ohio
$28.2K +$1.19K +398 +5%
Group One Trading
375
Group One Trading
Illinois
$27.3K +$9.9K +3,300 +60%