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Lloyds Banking Group

424 hedge funds and large institutions have $1.05B invested in Lloyds Banking Group in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 102

9% more capital invested

Capital invested by funds: $965M → $1.05B (+$86.5M)

9% more funds holding

Funds holding: 390424 (+34)

0.01% more ownership

Funds ownership: 0.59%0.6% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

66% less call options, than puts

Call options by funds: $292K | Put options by funds: $853K

Holders
424
Holders Change
+34
Holders Change %
+8.72%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
198
Reduced
102
Closed
28
Calls
$292K
Puts
$853K
Net Calls
-$561K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
401
TD Private Client Wealth
New York
$3.22K +$1.88K +701 +147%
Bessemer Group
402
Bessemer Group
New Jersey
$3K
HWM
403
HighMark Wealth Management
Minnesota
$2.9K +$46 +17 +2%
MG
404
Mather Group
Illinois
$2.86K -$909 -339 -23%
TCM
405
Tradewinds Capital Management
Washington
$2.82K +$89 +33 +3%
CWC
406
Carolinas Wealth Consulting
North Carolina
$2.41K +$2.37K +884 New
HI
407
Harbour Investments
Wisconsin
$2.24K
SWM
408
Spire Wealth Management
Virginia
$2.19K -$52.2K -19,470 -96%
CPG
409
Cornerstone Planning Group
New Jersey
$2.08K +$1.22K +454 +147%
TFF
410
The Family Firm
Maryland
$1.82K +$1.79K +667 New
OWA
411
Opal Wealth Advisors
New York
$1.59K +$1.56K +583 New
FCA
412
FinTrust Capital Advisors
South Carolina
$1.55K +$1.52K +566 New
CFO
413
CVA Family Office
Colorado
$1.35K
ACA
414
Atlas Capital Advisors
Wyoming
$1.1K +$1.08K +403 New
HCP
415
Hexagon Capital Partners
Arkansas
$1.02K
HFS
416
HBC Financial Services
Washington
$1K
HIA
417
Harbor Investment Advisory
Maryland
$893 +$877 +327 New
CAM
418
ClariVest Asset Management
California
$671
GWM
419
Geneos Wealth Management
Colorado
$647
MFG
420
Mendota Financial Group
Wisconsin
$634 +$622 +232 New
AWM
421
Abound Wealth Management
Tennessee
$549
PWA
422
Provenance Wealth Advisors
Florida
$475
SIS
423
Sound Income Strategies
Florida
$440 +$432 +161 New
LIA
424
Lynx Investment Advisory
District of Columbia
$423 +$416 +155 New
Renaissance Technologies
425
Renaissance Technologies
New York
-$4.27M -1,649,106 Closed