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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
EC
376
EntryPoint Capital
New York
$2.24K +$1.99K +866 New
HI
377
Harbour Investments
Wisconsin
$2.13K +$1.89K +822 New
FGAM
378
Financial Gravity Asset Management
Texas
$1.81K +$220 +96 +16%
CFO
379
CVA Family Office
Colorado
$1.28K
TPCW
380
TD Private Client Wealth
New York
$1.24K -$4.68K -2,039 -81%
FSWA
381
Financial Synergies Wealth Advisors
Texas
$1.17K -$190 -83 -16%
HFS
382
HBC Financial Services
Washington
$1K
HCP
383
Hexagon Capital Partners
Arkansas
$971
CPG
384
Cornerstone Planning Group
New Jersey
$804 +$135 +59 +24%
CAM
385
ClariVest Asset Management
California
$626 -$55 -24 -9%
GWM
386
Geneos Wealth Management
Colorado
$614
AWM
387
Abound Wealth Management
Tennessee
$521 -$154 -67 -25%
PWA
388
Provenance Wealth Advisors
Florida
$451
HGERS
389
Householder Group Estate & Retirement Specialist
Arizona
$370
BNP Paribas Financial Markets
390
BNP Paribas Financial Markets
France
$311 -$5.43K -2,367 -95%
T. Rowe Price Associates
391
T. Rowe Price Associates
Maryland
-$3.54M -1,480,127 Closed
MPM
392
Meritage Portfolio Management
Kansas
-$3.47M -1,451,800 Closed
Massachusetts Financial Services
393
Massachusetts Financial Services
Massachusetts
-$1.13M -473,636 Closed
HIIFS
394
Harel Insurance Investments & Financial Services
Israel
-$685K -286,740 Closed
JF
395
Jump Financial
Illinois
-$256K -107,080 Closed
FTUS
396
Flow Traders U.S.
New York
-$174K -72,956 Closed
EAMA
397
EFG Asset Management (Americas)
Florida
-$145K -60,750 Closed
SAG
398
SageView Advisory Group
California
-$85.7K -40,601 Closed
SC
399
Sapient Capital
Indiana
-$60.7K -25,395 Closed
SRL
400
Scientech Research LLC
New Jersey
-$51.8K -21,739 Closed