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Lloyds Banking Group

318 hedge funds and large institutions have $749M invested in Lloyds Banking Group in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

32% more capital invested

Capital invested by funds: $570M → $749M (+$180M)

7% more funds holding

Funds holding: 296318 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.54%0.53% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

66% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $3.04M

Holders
318
Holders Change
+22
Holders Change %
+7.43%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
100
Reduced
107
Closed
27
Calls
$1.02M
Puts
$3.04M
Net Calls
-$2.02M
Net Calls Change
-$419K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
101
HighTower Advisors
Illinois
$288K -$25.5K -12,395 -9%
Cerity Partners
102
Cerity Partners
New York
$287K -$66.8K -32,492 -20%
Pacer Advisors
103
Pacer Advisors
Pennsylvania
$278K +$260K +126,369 New
FFM
104
Forum Financial Management
Illinois
$263K
CHP
105
Cable Hill Partners
Oregon
$262K +$245K +119,103 New
Cambridge Investment Research Advisors
106
Cambridge Investment Research Advisors
Iowa
$245K +$11K +5,363 +5%
FVWA
107
Foster Victor Wealth Advisors
South Carolina
$244K +$13.8K +6,696 +7%
BCI
108
Brinker Capital Investments
Pennsylvania
$234K -$47.1K -22,876 -18%
RWM
109
Ritholtz Wealth Management
New York
$228K -$13.3K -6,458 -6%
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$228K +$12.6K +6,127 +6%
MOS
111
MGO One Seven
Ohio
$226K -$3.54K -1,721 -2%
KOCAA
112
Knights of Columbus Asset Advisors
Connecticut
$222K
CA
113
Continuum Advisory
Idaho
$217K +$66.4K +32,271 +49%
QCG
114
Quadrant Capital Group
Ohio
$208K -$85.4K -41,493 -30%
ECM
115
Evergreen Capital Management
Washington
$193K +$26.6K +12,940 +17%
CWS
116
Cypress Wealth Services
California
$191K -$5.1K -2,481 -3%
ASN
117
Advisory Services Network
Georgia
$183K -$7K -3,402 -4%
SF
118
Synovus Financial
Georgia
$179K
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$179K -$50.3K -24,428 -23%
AWAP
120
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$173K -$6.83K -3,318 -4%
SC
121
Scotia Capital
Ontario, Canada
$172K
Corient Private Wealth
122
Corient Private Wealth
Florida
$168K +$157K +76,347 New
Cetera Investment Advisers
123
Cetera Investment Advisers
Illinois
$167K +$3.89K +1,891 +3%
SPP
124
Single Point Partners
Massachusetts
$166K +$44.7K +21,746 +40%
AGC
125
Aspen Grove Capital
Colorado
$157K +$147K +71,512 New