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Lloyds Banking Group

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 72

84% more capital invested

Capital invested by funds: $749M → $1.38B (+$627M)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

15% more call options, than puts

Call options by funds: $415K | Put options by funds: $360K

3% more funds holding

Funds holding: 318328 (+10)

0.01% more ownership

Funds ownership: 0.53%0.55% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$400K +$90.3K +37,327 +28%
VFA
102
Voya Financial Advisors
Connecticut
$389K -$111K -45,809 -22%
AIM
103
Anchor Investment Management
South Carolina
$377K
EAM
104
Eagle Asset Management
Florida
$367K +$1.92K +794 +0.5%
GCM
105
Gallacher Capital Management
Colorado
$342K +$35.9K +14,825 +11%
PA
106
Pinnacle Associates
New York
$338K +$352K +145,605 New
Charles Schwab
107
Charles Schwab
California
$321K +$162K +66,927 +94%
CHP
108
Cable Hill Partners
Oregon
$308K +$32.6K +13,470 +11%
Pacer Advisors
109
Pacer Advisors
Pennsylvania
$303K +$10.2K +4,212 +3%
HighTower Advisors
110
HighTower Advisors
Illinois
$294K -$9.01K -3,723 -3%
TSS
111
Two Sigma Securities
New York
$283K +$247K +101,999 +510%
PFGIA
112
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$36.8K +15,205 +15%
MOS
113
MGO One Seven
Ohio
$265K +$27.4K +11,325 +11%
VCWA
114
Vanguard Capital Wealth Advisors
Colorado
$262K +$119K +49,063 +77%
CG
115
Caprock Group
Idaho
$260K +$271K +112,069 New
BCI
116
Brinker Capital Investments
Pennsylvania
$252K +$5.07K +2,094 +2%
OPS
117
Orion Portfolio Solutions
Nebraska
$252K +$262K +108,424 New
FVWA
118
Foster Victor Wealth Advisors
South Carolina
$247K +$869 +359 +0.3%
KOCAA
119
Knights of Columbus Asset Advisors
Connecticut
$240K +$5.67K +2,341 +2%
QCG
120
Quadrant Capital Group
Ohio
$236K +$17K +7,027 +7%
CA
121
Continuum Advisory
Idaho
$234K +$5.37K +2,220 +2%
FFM
122
Forum Financial Management
Illinois
$230K -$49.3K -20,374 -17%
Stifel Financial
123
Stifel Financial
Missouri
$229K +$151K +62,281 +172%
RWM
124
Ritholtz Wealth Management
New York
$224K -$16.9K -6,980 -7%
ECM
125
Evergreen Capital Management
Washington
$223K +$20.5K +8,468 +10%