We are live on ! Find out more
LYG icon

Lloyds Banking Group

424 hedge funds and large institutions have $1.05B invested in Lloyds Banking Group in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 102

9% more capital invested

Capital invested by funds: $965M → $1.05B (+$86.5M)

9% more funds holding

Funds holding: 390424 (+34)

0.01% more ownership

Funds ownership: 0.59%0.6% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

66% less call options, than puts

Call options by funds: $292K | Put options by funds: $853K

Holders
424
Holders Change
+34
Holders Change %
+8.72%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
198
Reduced
102
Closed
28
Calls
$292K
Puts
$853K
Net Calls
-$561K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
51
Charles Schwab
California
$2.39M +$747K +278,349 +47%
SFA
52
Semmax Financial Advisors
North Carolina
$2.32M -$43K -16,048 -2%
SEI Investments
53
SEI Investments
Pennsylvania
$2.29M +$473K +176,464 +27%
OAM
54
Oppenheimer Asset Management
New York
$2.28M +$518K +192,994 +30%
Creative Planning
55
Creative Planning
Kansas
$2.24M +$436K +162,369 +25%
DW30
56
Drucker Wealth 3.0
New Jersey
$2.06M +$2.02M +754,340 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.93M +$108K +40,208 +6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.82M +$372K +138,545 +26%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.77M +$323K +120,257 +23%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.76M -$135K -50,337 -7%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.75M +$46.5K +17,346 +3%
ECM
62
English Capital Management
Michigan
$1.72M
Mariner
63
Mariner
Kansas
$1.54M +$189K +70,648 +14%
LMIM
64
Lockheed Martin Investment Management
Maryland
$1.52M +$1.49M +555,000 New
US Bancorp
65
US Bancorp
Minnesota
$1.51M +$397K +148,031 +36%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.5M +$1.06M +396,044 +260%
OPS
67
Orion Portfolio Solutions
Nebraska
$1.5M +$1.06M +396,044 +260%
VPIM
68
Vanguard Personalized Indexing Management
California
$1.48M +$226K +84,403 +18%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$1.31M +$240K +89,508 +23%
AAS
70
Avantax Advisory Services
Texas
$1.29M +$483K +180,056 +62%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.28M -$35.8K -13,333 -3%
CG
72
Caprock Group
Idaho
$1.24M +$748K +278,868 +159%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$1.22M +$30.1K +11,213 +3%
NW
74
NewEdge Wealth
Pennsylvania
$1.21M -$3.5K -1,306 -0.3%
DS
75
DRW Securities
Illinois
$1.11M +$108K +40,081 +11%