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Lloyds Banking Group

424 hedge funds and large institutions have $1.05B invested in Lloyds Banking Group in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 102

9% more capital invested

Capital invested by funds: $965M → $1.05B (+$86.5M)

9% more funds holding

Funds holding: 390424 (+34)

0.01% more ownership

Funds ownership: 0.59%0.6% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

66% less call options, than puts

Call options by funds: $292K | Put options by funds: $853K

Holders
424
Holders Change
+34
Holders Change %
+8.72%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
198
Reduced
102
Closed
28
Calls
$292K
Puts
$853K
Net Calls
-$561K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
76
Global Retirement Partners
California
$1.1M +$124K +46,328 +13%
Cerity Partners
77
Cerity Partners
New York
$1.08M -$102K -37,946 -9%
Truist Financial
78
Truist Financial
North Carolina
$1.06M +$194K +72,477 +23%
NW
79
Naviter Wealth
Arkansas
$1.04M +$65.8K +24,543 +7%
TCPW
80
Twin City Private Wealth
North Carolina
$972K -$49.3K -18,386 -5%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$791K +$250K +93,041 +47%
QI
82
Qtron Investments
Massachusetts
$789K -$216K -80,404 -22%
HAG
83
HF Advisory Group
Maryland
$771K +$307K +114,369 +68%
S
84
SignatureFD
Georgia
$768K +$31K +11,560 +4%
FTDI
85
First Trust Direct Indexing
Massachusetts
$764K +$61.9K +23,091 +9%
PS
86
Principal Securities
Iowa
$751K +$39K +14,554 +6%
EI
87
Ellevest Inc
New York
$744K +$98.9K +36,876 +16%
Invesco
88
Invesco
Georgia
$719K +$601K +224,228 +572%
AI
89
Atria Investments
North Carolina
$703K +$691K +257,649 New
YCM
90
Yousif Capital Management
Michigan
$692K -$30.9K -11,530 -4%
Jane Street
91
Jane Street
New York
$679K -$217K -80,814 -25%
VA
92
Vident Advisory
Georgia
$644K +$154K +57,532 +32%
IB
93
Intrust Bank
Kansas
$615K -$29.6K -11,053 -5%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$608K -$12K -4,470 -2%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$603K -$10.3K -3,837 -2%
MCM
96
MAI Capital Management
Ohio
$601K +$428K +159,403 +262%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$582K -$143K -53,430 -20%
PAS
98
Park Avenue Securities
New York
$582K +$219K +81,823 +62%
PAG
99
Private Advisor Group
New Jersey
$578K +$63.5K +23,659 +13%
LWAM
100
Legacy Wealth Asset Management
Minnesota
$558K +$9.91K +3,695 +2%