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Lloyds Banking Group

296 hedge funds and large institutions have $570M invested in Lloyds Banking Group in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 74

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

0.06% more ownership

Funds ownership: 0.47%0.54% (+0.06%)

0% more funds holding

Funds holding: 296296 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $631M → $570M (-$61.5M)

62% less call options, than puts

Call options by funds: $973K | Put options by funds: $2.57M

Holders
296
Holders Change
Holders Change %
0%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
129
Reduced
74
Closed
34
Calls
$973K
Puts
$2.57M
Net Calls
-$1.6M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
FFM
101
Forum Financial Management
Illinois
$214K
HC
102
Henshaw Capital
Massachusetts
$209K
RWM
103
Ritholtz Wealth Management
New York
$197K -$26.8K -12,913 -10%
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$189K +$17.6K +8,501 +9%
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$189K +$21.3K +10,281 +11%
CG
106
Caprock Group
Idaho
$186K -$38.7K -18,637 -15%
FVWA
107
Foster Victor Wealth Advisors
South Carolina
$186K +$39.1K +18,840 +24%
KOCAA
108
Knights of Columbus Asset Advisors
Connecticut
$181K +$210K +100,959 New
PFGIA
109
Patriot Financial Group Insurance Agency
Massachusetts
$174K +$8.16K +3,933 +4%
BWP
110
BSW Wealth Partners
Colorado
$173K +$62K +29,844 +45%
CWS
111
Cypress Wealth Services
California
$168K +$4.39K +2,116 +2%
BP
112
Ballentine Partners
Massachusetts
$163K +$9.72K +4,683 +5%
FIA
113
Foundations Investment Advisors
Arizona
$162K +$6.56K +3,160 +4%
ASN
114
Advisory Services Network
Georgia
$155K +$3.94K +1,900 +2%
AWAP
115
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$147K -$9.07K -4,370 -5%
SF
116
Synovus Financial
Georgia
$145K -$3.07K -1,479 -2%
SC
117
Scotia Capital
Ontario, Canada
$140K
BF
118
BOK Financial
Oklahoma
$137K +$17.1K +8,241 +12%
CCP
119
Corient Capital Partners
California
$135K
TSS
120
Two Sigma Securities
New York
$135K +$107K +51,550 +218%
ECM
121
Evergreen Capital Management
Washington
$134K +$74.3K +35,797 +92%
VCWA
122
Vanguard Capital Wealth Advisors
Colorado
$132K -$165K -79,597 -52%
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$132K +$17.6K +8,496 +13%
CAM
124
Cidel Asset Management
Ontario, Canada
$127K
GWM
125
Gitterman Wealth Management
New Jersey
$125K +$146K +70,113 New