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Lloyds Banking Group

341 hedge funds and large institutions have $769M invested in Lloyds Banking Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

4% more funds holding

Funds holding: 328341 (+13)

0.01% less ownership

Funds ownership: 0.55%0.54% (-0.01%)

44% less capital invested

Capital invested by funds: $1.38B → $769M (-$607M)

64% less call options, than puts

Call options by funds: $168K | Put options by funds: $465K

Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
140
Reduced
101
Closed
32
Calls
$168K
Puts
$465K
Net Calls
-$297K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$757K +$71K +30,972 +10%
VPIM
77
Vanguard Personalized Indexing Management
California
$748K +$105K +45,987 +16%
Invesco
78
Invesco
Georgia
$715K +$200K +87,275 +37%
US Bancorp
79
US Bancorp
Minnesota
$648K -$8.89K -3,878 -1%
IB
80
Intrust Bank
Kansas
$626K +$28K +12,189 +4%
YCM
81
Yousif Capital Management
Michigan
$600K -$31.2K -13,620 -5%
Squarepoint
82
Squarepoint
New York
$586K -$230K -100,208 -27%
API
83
Advisor Partners II
California
$540K -$70.5K -30,763 -11%
Marshall Wace
84
Marshall Wace
United Kingdom
$511K +$533K +232,318 New
CA
85
Cetera Advisors
Colorado
$508K
CLOS
86
Compagnie Lombard Odier SCmA
Switzerland
$506K
Connor, Clark & Lunn Investment Management (CC&L)
87
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$505K +$30.3K +13,205 +6%
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$495K -$19.7K -8,582 -4%
Truist Financial
89
Truist Financial
North Carolina
$494K +$17.7K +7,728 +4%
FIM
90
Freedom Investment Management
Connecticut
$493K -$47.3K -20,647 -8%
NW
91
Naviter Wealth
Arkansas
$491K +$58.3K +25,441 +13%
BCI
92
Brinker Capital Investments
Pennsylvania
$489K +$262K +114,042 +105%
OPS
93
Orion Portfolio Solutions
Nebraska
$489K +$262K +114,042 +105%
JF
94
Jump Financial
Illinois
$476K +$403K +175,831 +434%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$463K -$21.2K -9,263 -4%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$451K -$541K -236,086 -54%
EI
97
Ellevest Inc
New York
$445K +$5.1K +2,225 +1%
EWM
98
Edge Wealth Management
New York
$440K
Charles Schwab
99
Charles Schwab
California
$424K +$125K +54,666 +40%
LWAM
100
Legacy Wealth Asset Management
Minnesota
$406K +$2.71K +1,182 +0.6%