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Lloyds Banking Group

318 hedge funds and large institutions have $749M invested in Lloyds Banking Group in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

32% more capital invested

Capital invested by funds: $570M → $749M (+$180M)

7% more funds holding

Funds holding: 296318 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.54%0.53% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

66% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $3.04M

Holders
318
Holders Change
+22
Holders Change %
+7.43%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
100
Reduced
107
Closed
27
Calls
$1.02M
Puts
$3.04M
Net Calls
-$2.02M
Net Calls Change
-$419K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$589K -$124K -60,185 -18%
OSAM
77
O'Shaughnessy Asset Management
Connecticut
$528K -$62.1K -30,193 -11%
API
78
Advisor Partners II
California
$524K -$22.9K -11,134 -4%
CLOS
79
Compagnie Lombard Odier SCmA
Switzerland
$506K
CA
80
Cetera Advisors
Colorado
$503K +$4.63K +2,253 +1%
LWAM
81
Legacy Wealth Asset Management
Minnesota
$480K -$1.3K -634 -0.3%
NW
82
Naviter Wealth
Arkansas
$474K +$37.5K +18,234 +10%
Truist Financial
83
Truist Financial
North Carolina
$473K -$9.21K -4,476 -2%
VFA
84
Voya Financial Advisors
Connecticut
$467K -$83.1K -40,372 -16%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$454K -$129K -62,910 -23%
IB
86
Intrust Bank
Kansas
$445K -$51.7K -25,148 -11%
EWM
87
Edge Wealth Management
New York
$440K
EI
88
Ellevest Inc
New York
$430K +$91.8K +44,635 +30%
ZCA
89
Zeke Capital Advisors
Pennsylvania
$414K +$387K +187,979 New
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$405K -$159K -77,431 -30%
PFO
91
Pathstone Family Office
New Jersey
$394K +$32K +15,564 +7%
AIM
92
Anchor Investment Management
South Carolina
$358K -$6.17K -3,000 -2%
EAM
93
Eagle Asset Management
Florida
$352K -$6.84K -3,324 -2%
VPIM
94
Vanguard Personalized Indexing Management
California
$350K -$345K -167,873 -51%
FIA
95
Foundations Investment Advisors
Arizona
$343K +$134K +65,218 +72%
AssetMark Inc
96
AssetMark Inc
California
$342K +$15.2K +7,390 +5%
Creative Planning
97
Creative Planning
Kansas
$335K -$84.6K -41,099 -21%
XC
98
XY Capital
Hong Kong
$306K +$286K +139,052 New
S
99
SignatureFD
Georgia
$297K -$154K -75,074 -36%
GCM
100
Gallacher Capital Management
Colorado
$292K +$273K +132,556 New