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Lloyds Banking Group

341 hedge funds and large institutions have $769M invested in Lloyds Banking Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

4% more funds holding

Funds holding: 328341 (+13)

0.01% less ownership

Funds ownership: 0.55%0.54% (-0.01%)

44% less capital invested

Capital invested by funds: $1.38B → $769M (-$607M)

64% less call options, than puts

Call options by funds: $168K | Put options by funds: $465K

Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
140
Reduced
101
Closed
32
Calls
$168K
Puts
$465K
Net Calls
-$297K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
51
Integrated Wealth Concepts
Massachusetts
$1.81M -$22.1K -9,628 -1%
CSS
52
Cubist Systematic Strategies
Connecticut
$1.72M +$1.66M +723,333 +1,193%
DS
53
DRW Securities
Illinois
$1.64M +$318K +138,630 +23%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.59M +$596K +259,893 +56%
OAM
55
Oppenheimer Asset Management
New York
$1.58M +$9.29K +4,052 +0.6%
Two Sigma Investments
56
Two Sigma Investments
New York
$1.51M +$287K +125,000 +22%
SEI Investments
57
SEI Investments
Pennsylvania
$1.49M -$7.79K -3,396 -0.5%
VAS
58
Vestmark Advisory Solutions
Massachusetts
$1.4M -$40.7K -17,740 -3%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.4M -$93K -40,575 -6%
PAG
60
Private Advisor Group
New Jersey
$1.39M +$349K +152,158 +33%
First Trust Advisors
61
First Trust Advisors
Illinois
$1.37M -$163K -71,212 -10%
RJFSA
62
Raymond James Financial Services Advisors
Florida
$1.26M +$40.4K +17,599 +3%
Mariner
63
Mariner
Kansas
$1.25M +$316K +137,651 +32%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.08M +$60.2K +26,235 +6%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.04M +$783K +341,625 +269%
Stifel Financial
66
Stifel Financial
Missouri
$1.02M +$834K +363,812 +369%
NW
67
NewEdge Wealth
Pennsylvania
$939K -$23.5K -10,227 -2%
OSAM
68
O'Shaughnessy Asset Management
Connecticut
$862K +$233K +101,563 +35%
FTDI
69
First Trust Direct Indexing
Massachusetts
$853K -$1.86K -810 -0.2%
Massachusetts Financial Services
70
Massachusetts Financial Services
Massachusetts
$835K +$870K +379,422 New
Balyasny Asset Management
71
Balyasny Asset Management
Illinois
$833K -$16.6M -7,248,564 -95%
Creative Planning
72
Creative Planning
Kansas
$830K +$109K +47,453 +14%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$823K +$59.8K +26,089 +7%
Royal Bank of Canada
74
Royal Bank of Canada
Ontario, Canada
$814K -$21.9K -9,564 -3%
SIS
75
Susquehanna International Securities
Ireland
$761K +$793K +345,980 New