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Lloyds Banking Group

296 hedge funds and large institutions have $570M invested in Lloyds Banking Group in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 74

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

0.06% more ownership

Funds ownership: 0.47%0.54% (+0.06%)

0% more funds holding

Funds holding: 296296 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $631M → $570M (-$61.5M)

62% less call options, than puts

Call options by funds: $973K | Put options by funds: $2.57M

Holders
296
Holders Change
Holders Change %
0%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
129
Reduced
74
Closed
34
Calls
$973K
Puts
$2.57M
Net Calls
-$1.6M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
76
O'Shaughnessy Asset Management
Connecticut
$483K -$2.33K -1,121 -0.4%
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$482K +$158K +76,216 +40%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$468K +$52.1K +25,096 +11%
VFA
79
Voya Financial Advisors
Connecticut
$454K +$6.35K +3,059 +1%
API
80
Advisor Partners II
California
$447K +$518K +249,541 New
CLOS
81
Compagnie Lombard Odier SCmA
Switzerland
$412K
IB
82
Intrust Bank
Kansas
$407K +$128K +61,543 +37%
CA
83
Cetera Advisors
Colorado
$405K
Truist Financial
84
Truist Financial
North Carolina
$393K -$4.57K -2,202 -1%
LWAM
85
Legacy Wealth Asset Management
Minnesota
$391K +$454K +218,602 New
PFO
86
Pathstone Family Office
New Jersey
$384K +$318K +152,945 +250%
CAAS
87
Capital Asset Advisory Services
Michigan
$383K -$176K -84,973 -28%
S
88
SignatureFD
Georgia
$376K +$99.7K +48,012 +30%
EWM
89
Edge Wealth Management
New York
$363K
Creative Planning
90
Creative Planning
Kansas
$346K +$112K +54,064 +39%
NW
91
Naviter Wealth
Arkansas
$314K +$24.6K +11,854 +7%
Millennium Management
92
Millennium Management
New York
$305K +$354K +170,280 New
AIM
93
Anchor Investment Management
South Carolina
$296K
Cerity Partners
94
Cerity Partners
New York
$289K +$65.7K +31,629 +24%
EAM
95
Eagle Asset Management
Florida
$287K -$2.84K -1,369 -0.8%
EI
96
Ellevest Inc
New York
$270K +$35.4K +17,053 +13%
AssetMark Inc
97
AssetMark Inc
California
$265K -$3.86K -1,858 -1%
HighTower Advisors
98
HighTower Advisors
Illinois
$255K -$446K -214,857 -60%
QCG
99
Quadrant Capital Group
Ohio
$244K +$62.2K +29,970 +28%
BCI
100
Brinker Capital Investments
Pennsylvania
$231K -$24.7K -11,882 -8%