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Lloyds Banking Group

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 72

84% more capital invested

Capital invested by funds: $749M → $1.38B (+$627M)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

15% more call options, than puts

Call options by funds: $415K | Put options by funds: $360K

3% more funds holding

Funds holding: 318328 (+10)

0.01% more ownership

Funds ownership: 0.53%0.55% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC World Market
26
CIBC World Market
Ontario, Canada
$5.46M +$2.57M +1,062,950 +82%
BFS
27
Bard Financial Services
Connecticut
$5.3M +$87.5K +36,140 +2%
PNC Financial Services Group
28
PNC Financial Services Group
Pennsylvania
$5.05M -$60K -24,789 -1%
Norges Bank
29
Norges Bank
Norway
$4.64M
BCAM
30
Boston Common Asset Management
Massachusetts
$4.57M +$444K +183,631 +10%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$4.47M +$598K +247,054 +15%
Ameriprise
32
Ameriprise
Minnesota
$4.22M +$440K +181,703 +11%
Franklin Resources
33
Franklin Resources
California
$3.78M -$50.5K -20,880 -1%
UBS Group
34
UBS Group
Switzerland
$3.47M -$494K -204,131 -12%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$3.21M +$3.08M +1,272,409 +1,897%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$2.91M +$66.9K +27,663 +2%
EI
37
Ethic Inc
New York
$2.86M -$47.7K -19,707 -2%
Renaissance Technologies
38
Renaissance Technologies
New York
$2.85M +$1.45M +598,100 +95%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$2.78M +$192K +79,376 +7%
AMG
40
Advisors Management Group
Wisconsin
$2.58M -$30.5K -12,617 -1%
CGH
41
Crossmark Global Holdings
Texas
$2.36M +$1.93K +799 +0.1%
HJIM
42
Henry James International Management
New York
$2.35M +$392K +161,933 +19%
Citigroup
43
Citigroup
New York
$2.29M +$132K +54,382 +6%
TCCM
44
Timber Creek Capital Management
Massachusetts
$2.24M +$887K +366,382 +61%
CS
45
Credit Suisse
Switzerland
$2.16M
RJA
46
Raymond James & Associates
Florida
$2.11M +$284K +117,284 +15%
LPL Financial
47
LPL Financial
California
$2.1M +$802K +331,258 +58%
IWC
48
Integrated Wealth Concepts
Massachusetts
$1.93M +$2.01M +830,936 New
CAN
49
Cetera Advisor Networks
California
$1.92M +$47.7K +19,725 +2%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.9M +$806 +333 +0%