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Lloyds Banking Group

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 72

84% more capital invested

Capital invested by funds: $749M → $1.38B (+$627M)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

15% more call options, than puts

Call options by funds: $415K | Put options by funds: $360K

3% more funds holding

Funds holding: 318328 (+10)

0.01% more ownership

Funds ownership: 0.53%0.55% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
VPIM
76
Vanguard Personalized Indexing Management
California
$683K +$327K +135,197 +85%
HIIFS
77
Harel Insurance Investments & Financial Services
Israel
$674K
OSAM
78
O'Shaughnessy Asset Management
Connecticut
$673K +$122K +50,332 +21%
YCM
79
Yousif Capital Management
Michigan
$665K
API
80
Advisor Partners II
California
$640K +$91.1K +37,632 +16%
IB
81
Intrust Bank
Kansas
$632K +$170K +70,111 +35%
FIM
82
Freedom Investment Management
Connecticut
$567K -$189K -78,292 -24%
Invesco
83
Invesco
Georgia
$551K +$575K +237,628 New
Susquehanna International Group
84
Susquehanna International Group
Pennsylvania
$550K +$128K +52,890 +29%
LNWWM
85
Laird Norton Wetherby Wealth Management
California
$542K +$66.4K +27,429 +13%
CA
86
Cetera Advisors
Colorado
$536K +$5.12K +2,117 +0.9%
CLOS
87
Compagnie Lombard Odier SCmA
Switzerland
$533K
Janney Montgomery Scott
88
Janney Montgomery Scott
Pennsylvania
$509K +$334K +138,129 +170%
Truist Financial
89
Truist Financial
North Carolina
$503K +$4.03K +1,667 +0.8%
Connor, Clark & Lunn Investment Management (CC&L)
90
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$502K +$523K +216,215 New
EWM
91
Edge Wealth Management
New York
$465K
EI
92
Ellevest Inc
New York
$464K +$11.4K +4,710 +2%
NW
93
Naviter Wealth
Arkansas
$459K +$10.3K +4,273 +2%
AssetMark Inc
94
AssetMark Inc
California
$447K +$90K +37,200 +24%
HF
95
HRT Financial
New York
$435K -$809K -334,485 -64%
FIA
96
Foundations Investment Advisors
Arizona
$431K +$72.9K +30,126 +19%
LWAM
97
Legacy Wealth Asset Management
Minnesota
$426K -$83.6K -34,539 -16%
QT
98
Quantbot Technologies
New York
$421K +$439K +181,455 New
SSA
99
Schonfeld Strategic Advisors
New York
$418K +$405K +167,200 +1,306%
IA
100
IFP Advisors
Florida
$405K -$217K -89,502 -43%