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Lloyds Banking Group

429 hedge funds and large institutions have $1.26B invested in Lloyds Banking Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 118

21% more call options, than puts

Call options by funds: $913K | Put options by funds: $754K

20% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$209M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

1.94% more ownership

Funds ownership: 0.6%2.54% (+1.9%)

1% more funds holding

Funds holding: 424429 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
429
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
6.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
211
Reduced
118
Closed
40
Calls
$913K
Puts
$754K
Net Calls
+$159K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
Norges Bank
26
Norges Bank
Norway
$6.24M
QCM
27
QRG Capital Management
Illinois
$6.12M +$767K +255,668 +15%
LPL Financial
28
LPL Financial
California
$6.11M +$1.04M +345,702 +21%
Citigroup
29
Citigroup
New York
$5.32M +$1.88M +627,592 +58%
TC
30
TownSquare Capital
Utah
$4.74M +$1.21M +402,998 +36%
MML Investors Services
31
MML Investors Services
Massachusetts
$4.63M +$1.18M +394,364 +36%
RWM
32
Ritholtz Wealth Management
New York
$4.61M +$757K +252,365 +21%
Natixis Advisors
33
Natixis Advisors
Massachusetts
$4.55M +$7.46K +2,485 +0.2%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$4.41M -$1.28M -428,170 -23%
EI
35
Ethic Inc
New York
$4.14M +$47.5K +15,829 +1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$3.86M +$52.2K +17,388 +1%
TCCM
37
Timber Creek Capital Management
Massachusetts
$3.7M -$569K -189,635 -14%
Stifel Financial
38
Stifel Financial
Missouri
$3.55M +$197K +65,629 +6%
Franklin Resources
39
Franklin Resources
California
$3.38M -$1.41M -469,911 -30%
LCM
40
Logan Capital Management
Pennsylvania
$3.31M +$136K +45,249 +4%
UBS Group
41
UBS Group
Switzerland
$3.3M +$1.06K +352 +0%
AMG
42
Advisors Management Group
Wisconsin
$3.3M -$13.1K -4,360 -0.4%
Charles Schwab
43
Charles Schwab
California
$3.29M +$541K +180,178 +21%
OAM
44
Oppenheimer Asset Management
New York
$3.19M +$559K +186,443 +22%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$3.19M +$124K +41,463 +4%
ANTB
46
AMG National Trust Bank
Colorado
$3.13M +$4.06K +1,353 +0.1%
Creative Planning
47
Creative Planning
Kansas
$2.97M +$390K +129,940 +16%
BCI
48
Brinker Capital Investments
Pennsylvania
$2.95M +$1.19M +397,454 +73%
OPS
49
Orion Portfolio Solutions
Nebraska
$2.95M +$1.19M +397,454 +73%
HJIM
50
Henry James International Management
New York
$2.84M -$181K -60,158 -6%