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Lloyds Banking Group

390 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 122

5% more capital invested

Capital invested by funds: $915M → $965M (+$49.5M)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.62%0.59% (-0.04%)

0% less funds holding

Funds holding: 391390 (-1)

20% less call options, than puts

Call options by funds: $544K | Put options by funds: $684K

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
164
Reduced
122
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
51
Cetera Advisor Networks
California
$2.33M +$30.7K +13,395 +2%
VF
52
Virtu Financial
New York
$2.32M +$1.74M +758,228 +553%
SFA
53
Semmax Financial Advisors
North Carolina
$2.21M -$286K -124,835 -14%
Point72 Asset Management
54
Point72 Asset Management
Connecticut
$2.15M +$1.21M +527,800 +174%
RWM
55
Ritholtz Wealth Management
New York
$1.95M +$933K +406,646 +118%
TC
56
TownSquare Capital
Utah
$1.8M +$1.6M +696,234 New
HighTower Advisors
57
HighTower Advisors
Illinois
$1.79M +$189K +82,523 +13%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.73M -$94.1K -40,992 -6%
SEI Investments
59
SEI Investments
Pennsylvania
$1.72M +$74.1K +32,300 +5%
Creative Planning
60
Creative Planning
Kansas
$1.71M +$174K +75,968 +13%
OAM
61
Oppenheimer Asset Management
New York
$1.67M -$25.6K -11,169 -2%
ECM
62
English Capital Management
Michigan
$1.63M
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.62M -$142K -61,975 -9%
Charles Schwab
64
Charles Schwab
California
$1.55M +$454K +197,878 +50%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.37M +$125K +54,584 +11%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.37M -$191K -83,151 -14%
Squarepoint
67
Squarepoint
New York
$1.3M -$241K -104,911 -17%
Marshall Wace
68
Marshall Wace
United Kingdom
$1.28M +$1.13M +493,464 New
Mariner
69
Mariner
Kansas
$1.27M +$49.5K +21,585 +5%
First Trust Advisors
70
First Trust Advisors
Illinois
$1.25M -$317K -138,120 -22%
VPIM
71
Vanguard Personalized Indexing Management
California
$1.18M +$137K +59,603 +15%
NW
72
NewEdge Wealth
Pennsylvania
$1.15M +$25.7K +11,210 +3%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$1.13M +$7.12K +3,101 +0.7%
Cerity Partners
74
Cerity Partners
New York
$1.13M +$526K +229,368 +112%
US Bancorp
75
US Bancorp
Minnesota
$1.05M +$190K +82,735 +26%