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Lloyds Banking Group

391 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 105

35% more capital invested

Capital invested by funds: $678M → $915M (+$237M)

12% more funds holding

Funds holding: 350391 (+41)

4% more call options, than puts

Call options by funds: $372K | Put options by funds: $359K

0.12% more ownership

Funds ownership: 0.5%0.62% (+0.12%)

Holders
391
Holders Change
+41
Holders Change %
+11.71%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
76
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
SFA
76
Sequoia Financial Advisors
Ohio
$790K +$581K +271,372 +458%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$779K +$230K +107,623 +49%
US Bancorp
78
US Bancorp
Minnesota
$774K +$76.8K +35,868 +12%
FTDI
79
First Trust Direct Indexing
Massachusetts
$740K +$26.4K +12,334 +4%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$727K +$651K +304,000 New
GRP
81
Global Retirement Partners
California
$711K +$20.2K +9,418 +3%
QT
82
Quantbot Technologies
New York
$692K +$4.41K +2,061 +0.7%
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$685K
EI
84
Ellevest Inc
New York
$676K +$131K +61,205 +28%
IB
85
Intrust Bank
Kansas
$670K -$8.34K -3,893 -1%
NW
86
Naviter Wealth
Arkansas
$661K +$62.9K +29,373 +12%
YCM
87
Yousif Capital Management
Michigan
$634K
Truist Financial
88
Truist Financial
North Carolina
$621K -$14.6K -6,840 -3%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$608K +$51.9K +24,256 +11%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$605K -$3.93M -1,836,021 -88%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$603K -$4.57K -2,132 -0.8%
S
92
SignatureFD
Georgia
$602K +$170K +79,145 +46%
PS
93
Principal Securities
Iowa
$589K +$528K +246,367 New
CA
94
Cetera Advisors
Colorado
$572K +$13.3K +6,205 +3%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$554K +$81.9K +38,257 +20%
Connor, Clark & Lunn Investment Management (CC&L)
96
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$543K -$4.51K -2,107 -0.9%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$534K +$29.9K +13,956 +7%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$522K +$468K +218,435 New
PAG
99
Private Advisor Group
New Jersey
$506K -$77.2K -36,028 -15%
Cerity Partners
100
Cerity Partners
New York
$491K +$191K +89,059 +76%