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Lloyds Banking Group

391 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 105

35% more capital invested

Capital invested by funds: $678M → $915M (+$237M)

12% more funds holding

Funds holding: 350391 (+41)

4% more call options, than puts

Call options by funds: $372K | Put options by funds: $359K

0.12% more ownership

Funds ownership: 0.5%0.62% (+0.12%)

Holders
391
Holders Change
+41
Holders Change %
+11.71%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
76
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
26
Raymond James & Associates
Florida
$5.84M +$1.01M +471,656 +24%
BFS
27
Bard Financial Services
Connecticut
$5.76M +$94.6K +44,150 +2%
Optiver Holding
28
Optiver Holding
Netherlands
$5.75M -$8.93M -4,169,665 -64%
UBS Group
29
UBS Group
Switzerland
$5.49M +$24.5K +11,428 +0.5%
Renaissance Technologies
30
Renaissance Technologies
New York
$5.39M -$1.61M -749,565 -25%
OMC
31
Old Mission Capital
Illinois
$5.36M +$2.91M +1,358,806 +154%
Norges Bank
32
Norges Bank
Norway
$4.78M
EI
33
Ethic Inc
New York
$4.18M +$811K +378,773 +28%
QCM
34
QRG Capital Management
Illinois
$3.67M +$1.47M +688,570 +81%
Franklin Resources
35
Franklin Resources
California
$3.6M +$15.8K +7,363 +0.5%
T. Rowe Price Associates
36
T. Rowe Price Associates
Maryland
$3.54M +$204K +95,471 +7%
MPM
37
Meritage Portfolio Management
Kansas
$3.47M +$3.11M +1,451,800 New
Citadel Advisors
38
Citadel Advisors
Florida
$3.34M +$2.63M +1,228,059 +723%
TCCM
39
Timber Creek Capital Management
Massachusetts
$3.15M -$2.94K -1,373 -0.1%
LPL Financial
40
LPL Financial
California
$2.71M +$313K +146,304 +15%
AMG
41
Advisors Management Group
Wisconsin
$2.57M -$42.3K -19,742 -2%
MML Investors Services
42
MML Investors Services
Massachusetts
$2.49M +$584K +272,547 +35%
Mercer Global Advisors
43
Mercer Global Advisors
Colorado
$2.4M +$1.18M +549,417 +121%
MFIM
44
Mesirow Financial Investment Management
Illinois
$2.39M +$2.14M +1,001,522 New
OSAM
45
O'Shaughnessy Asset Management
Connecticut
$2.29M +$902K +421,094 +78%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$2.23M -$2.45K -1,143 -0.1%
HJIM
47
Henry James International Management
New York
$2.19M -$39.6K -18,508 -2%
CAN
48
Cetera Advisor Networks
California
$2.12M -$43.7K -20,408 -2%
Citigroup
49
Citigroup
New York
$1.9M -$178K -83,156 -9%
SFA
50
Semmax Financial Advisors
North Carolina
$1.86M -$222K -103,560 -10%