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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
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.69M -$117K -54,465 -7%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.64M -$47.8K -22,317 -3%
OAM
53
Oppenheimer Asset Management
New York
$1.56M -$90.7K -42,343 -6%
DS
54
DRW Securities
Illinois
$1.55M -$165K -77,205 -11%
SEI Investments
55
SEI Investments
Pennsylvania
$1.51M +$14.1K +6,585 +1%
ECM
56
English Capital Management
Michigan
$1.5M +$1.35M +629,115 New
First Trust Advisors
57
First Trust Advisors
Illinois
$1.48M -$112K -52,193 -8%
HighTower Advisors
58
HighTower Advisors
Illinois
$1.47M +$126K +58,781 +11%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.46M +$129K +60,069 +11%
Squarepoint
60
Squarepoint
New York
$1.45M -$313K -146,166 -19%
Stifel Financial
61
Stifel Financial
Missouri
$1.41M +$201K +93,949 +19%
Jane Street
62
Jane Street
New York
$1.41M -$10M -4,690,107 -89%
Creative Planning
63
Creative Planning
Kansas
$1.4M +$484K +226,208 +63%
Osaic Holdings
64
Osaic Holdings
Arizona
$1.16M -$628K -292,999 -38%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.14M +$156K +72,975 +18%
Massachusetts Financial Services
66
Massachusetts Financial Services
Massachusetts
$1.13M +$80.4K +37,556 +9%
Mariner
67
Mariner
Kansas
$1.12M +$144K +67,447 +17%
NW
68
NewEdge Wealth
Pennsylvania
$1.03M -$169 -79 -0%
VAS
69
Vestmark Advisory Solutions
Massachusetts
$1.03M -$169 -79 -0%
CSS
70
Cubist Systematic Strategies
Connecticut
$1M +$45.5K +21,230 +5%
HF
71
HRT Financial
New York
$983K +$498K +232,311 +130%
Charles Schwab
72
Charles Schwab
California
$954K +$297K +138,829 +53%
VPIM
73
Vanguard Personalized Indexing Management
California
$950K +$181K +84,592 +27%
QI
74
Qtron Investments
Massachusetts
$883K +$579K +270,129 +272%
RWM
75
Ritholtz Wealth Management
New York
$824K +$346K +161,610 +88%