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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
DC
401
Davenport & Co
Virginia
-$48.2K -20,160 Closed
USCWA
402
U.S. Capital Wealth Advisors
Texas
-$47.8K -20,000 Closed
AIM
403
Aigen Investment Management
New York
-$37.9K -15,870 Closed
IAIM
404
International Assets Investment Management
Florida
-$37.1K -15,540 Closed
GT
405
Greenleaf Trust
Michigan
-$32.5K -13,578 Closed
GWS
406
Glassman Wealth Services
Virginia
-$31.8K -13,287 Closed
FLPIM
407
F.L. Putnam Investment Management
Massachusetts
-$31K -12,988 Closed
NAS
408
Nicolet Advisory Services
Wisconsin
-$30.8K -12,953 Closed
W
409
WorthPointe
California
-$30.9K -12,913 Closed
Balyasny Asset Management
410
Balyasny Asset Management
Illinois
-$30.6K -12,804 Closed
Fisher Asset Management
411
Fisher Asset Management
Washington
-$30.3K -12,690 Closed
TCA
412
Transcend Capital Advisors
New Jersey
-$29.7K -12,418 Closed
LA
413
LM Advisors
California
-$29.6K -12,400 Closed
FFA
414
Fortune Financial Advisors
Kansas
-$29.5K -12,337 Closed
BCM
415
Bayesian Capital Management
New York
-$29.4K -12,300 Closed
AAM
416
Auxier Asset Management
Oregon
-$27.5K -11,500 Closed
CIA
417
Choate Investment Advisors
Massachusetts
-$26.6K -11,109 Closed
PA
418
PFW Advisors
Georgia
-$25.5K -10,688 Closed
FG
419
Foster Group
Iowa
-$22.5K -10,544 Closed
NMM
420
Naples Money Management
Florida
-$25.2K -10,534 Closed
TF
421
Trek Financial
Arizona
-$24.4K -10,193 Closed
AC
422
AIFG Consultants
New York
-$24.2K -10,135 Closed
CTB
423
Country Trust Bank
Illinois
-$4.63K -1,935 Closed
AT
424
Arlington Trust
Alabama
-$2.08K -870 Closed
FWM
425
Focused Wealth Management
New York
-$1.97K -824 Closed