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Lloyds Banking Group

210 hedge funds and large institutions have $302M invested in Lloyds Banking Group in 2020 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 95 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 0.33%0.33% (-0.01%)

7% less funds holding

Funds holding: 227210 (-17)

14% less capital invested

Capital invested by funds: $352M → $302M (-$50.9M)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

56% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 95

82% less call options, than puts

Call options by funds: $666K | Put options by funds: $3.78M

Holders
210
Holders Change
-17
Holders Change %
-7.49%
% of All Funds
4.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
42
Reduced
95
Closed
41
Calls
$666K
Puts
$3.78M
Net Calls
-$3.11M
Net Calls Change
+$1.28M
Name Holding Trade Value Shares
Change
Change in
Stake
HJIM
51
Henry James International Management
New York
$350K
OSAM
52
O'Shaughnessy Asset Management
Connecticut
$315K -$194K -138,343 -36%
HCM
53
Hollencrest Capital Management
California
$315K +$280K +199,584 +462%
AWM
54
Altium Wealth Management
New York
$302K -$39.9K -28,448 -11%
CLOS
55
Compagnie Lombard Odier SCmA
Switzerland
$294K
HighTower Advisors
56
HighTower Advisors
Illinois
$284K -$430 -307 -0.1%
US Bancorp
57
US Bancorp
Minnesota
$264K -$51.9K -37,023 -15%
EWM
58
Edge Wealth Management
New York
$260K
Pacer Advisors
59
Pacer Advisors
Pennsylvania
$245K +$264K +188,117 New
FIM
60
Freedom Investment Management
Connecticut
$238K -$18.4K -13,118 -7%
AP
61
Advisor Partners
California
$236K -$108K -76,870 -30%
LPL Financial
62
LPL Financial
California
$223K -$56.5K -40,292 -19%
GRP
63
Global Retirement Partners
California
$219K +$17.7K +12,650 +8%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$203K -$14.8K -10,560 -6%
TRCT
65
Tower Research Capital (TRC)
New York
$181K +$60K +42,772 +45%
EAM
66
Eagle Asset Management
Florida
$162K -$4.31K -3,073 -2%
Osaic Holdings
67
Osaic Holdings
Arizona
$160K -$56.9K -40,564 -25%
DADC
68
D.A. Davidson & Co
Montana
$160K
Bank of America
69
Bank of America
North Carolina
$158K -$123K -87,520 -42%
MML Investors Services
70
MML Investors Services
Massachusetts
$156K -$31K -22,124 -16%
Truist Financial
71
Truist Financial
North Carolina
$152K -$7.54K -5,379 -4%
SF
72
Synovus Financial
Georgia
$143K +$20.1K +14,341 +15%
LNWWM
73
Laird Norton Wetherby Wealth Management
California
$132K -$114K -81,137 -44%
EWA
74
Exencial Wealth Advisors
Oklahoma
$114K -$16.3K -11,619 -12%
IAA
75
Independent Advisor Alliance
North Carolina
$100K -$7.77K -5,542 -7%