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Lloyds Banking Group

341 hedge funds and large institutions have $769M invested in Lloyds Banking Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

4% more funds holding

Funds holding: 328341 (+13)

0.01% less ownership

Funds ownership: 0.55%0.54% (-0.01%)

44% less capital invested

Capital invested by funds: $1.38B → $769M (-$607M)

64% less call options, than puts

Call options by funds: $168K | Put options by funds: $465K

Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
140
Reduced
101
Closed
32
Calls
$168K
Puts
$465K
Net Calls
-$297K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
101
Ritholtz Wealth Management
New York
$403K +$199K +86,735 +90%
Cerity Partners
102
Cerity Partners
New York
$390K +$40.6K +17,710 +11%
CAM
103
Cresset Asset Management
Illinois
$386K +$402K +175,412 New
AIM
104
Anchor Investment Management
South Carolina
$358K
S
105
SignatureFD
Georgia
$355K -$25K -10,895 -6%
GCM
106
Gallacher Capital Management
Colorado
$355K +$32K +13,935 +9%
VFA
107
Voya Financial Advisors
Connecticut
$350K -$1.32K -574 -0.3%
RhumbLine Advisers
108
RhumbLine Advisers
Massachusetts
$336K +$350K +152,802 New
EAM
109
Eagle Asset Management
Florida
$336K -$13.1K -5,711 -4%
PA
110
Pinnacle Associates
New York
$320K
Pacer Advisors
111
Pacer Advisors
Pennsylvania
$318K +$32.3K +14,106 +11%
FIA
112
Foundations Investment Advisors
Arizona
$317K -$96K -41,865 -23%
TSS
113
Two Sigma Securities
New York
$303K +$35.8K +15,617 +13%
QT
114
Quantbot Technologies
New York
$301K -$103K -44,727 -25%
VIA
115
Vident Investment Advisory
Georgia
$294K +$119K +52,109 +64%
IA
116
IFP Advisors
Florida
$264K +$521 +227 +0.2%
AssetMark Inc
117
AssetMark Inc
California
$263K -$168K -73,282 -38%
PFGIA
118
Patriot Financial Group Insurance Agency
Massachusetts
$255K -$6K -2,616 -2%
CWS
119
Cypress Wealth Services
California
$254K +$48.3K +21,067 +24%
FVWA
120
Foster Victor Wealth Advisors
South Carolina
$244K +$14.9K +6,480 +6%
KOCAA
121
Knights of Columbus Asset Advisors
Connecticut
$236K +$9.52K +4,153 +4%
XT
122
XTX Topco
Cayman Islands
$234K +$244K +106,476 New
CG
123
Caprock Group
Idaho
$228K -$18.8K -8,219 -7%
CA
124
Continuum Advisory
Idaho
$227K +$5.05K +2,203 +2%
Cambridge Investment Research Advisors
125
Cambridge Investment Research Advisors
Iowa
$226K +$33K +14,407 +16%