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Lloyds Banking Group

390 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 122

5% more capital invested

Capital invested by funds: $915M → $965M (+$49.5M)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.62%0.59% (-0.04%)

0% less funds holding

Funds holding: 391390 (-1)

20% less call options, than puts

Call options by funds: $544K | Put options by funds: $684K

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
164
Reduced
122
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$1.01M +$391K +170,433 +78%
TCPW
77
Twin City Private Wealth
North Carolina
$969K +$859K +374,249 New
QI
78
Qtron Investments
Massachusetts
$957K
DS
79
DRW Securities
Illinois
$945K -$649K -282,826 -44%
GRP
80
Global Retirement Partners
California
$928K +$63.1K +27,498 +8%
NW
81
Naviter Wealth
Arkansas
$919K +$179K +78,195 +28%
Jane Street
82
Jane Street
New York
$853K -$597K -259,977 -44%
Truist Financial
83
Truist Financial
North Carolina
$821K +$131K +57,206 +22%
AAS
84
Avantax Advisory Services
Texas
$758K +$221K +96,299 +49%
CA
85
Cetera Advisors
Colorado
$706K +$76.8K +33,473 +14%
S
86
SignatureFD
Georgia
$698K +$41K +17,867 +7%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$691K +$99K +43,150 +19%
YCM
88
Yousif Capital Management
Michigan
$687K
PS
89
Principal Securities
Iowa
$675K +$32.9K +14,353 +6%
FTDI
90
First Trust Direct Indexing
Massachusetts
$665K -$121K -52,866 -17%
Osaic Holdings
91
Osaic Holdings
Arizona
$630K -$559K -243,724 -50%
QT
92
Quantbot Technologies
New York
$623K -$112K -48,887 -17%
IB
93
Intrust Bank
Kansas
$612K -$101K -44,206 -16%
EI
94
Ellevest Inc
New York
$610K -$108K -47,138 -17%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$588K
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$582K -$16.2K -7,052 -3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$538K -$271K -118,263 -36%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$535K -$107K -46,796 -18%
LWAM
99
Legacy Wealth Asset Management
Minnesota
$519K +$14.8K +6,445 +3%
EWM
100
Edge Wealth Management
New York
$518K