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Lloyds Banking Group

391 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 105

35% more capital invested

Capital invested by funds: $678M → $915M (+$237M)

12% more funds holding

Funds holding: 350391 (+41)

4% more call options, than puts

Call options by funds: $372K | Put options by funds: $359K

0.12% more ownership

Funds ownership: 0.5%0.62% (+0.12%)

Holders
391
Holders Change
+41
Holders Change %
+11.71%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
76
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Edge Wealth Management
New York
$478K
BCI
102
Brinker Capital Investments
Pennsylvania
$469K -$80K -37,351 -16%
OPS
103
Orion Portfolio Solutions
Nebraska
$469K -$80K -37,351 -16%
AAS
104
Avantax Advisory Services
Texas
$469K +$253K +117,919 +150%
LWAM
105
Legacy Wealth Asset Management
Minnesota
$464K +$6.58K +3,074 +2%
CAM
106
Cresset Asset Management
Illinois
$426K -$35K -16,356 -8%
VFA
107
Voya Financial Advisors
Connecticut
$420K -$4.55K -2,126 -1%
CG
108
Caprock Group
Idaho
$419K +$172K +80,177 +84%
GCM
109
Gallacher Capital Management
Colorado
$402K +$1.11K +517 +0.3%
QCG
110
Quadrant Capital Group
Ohio
$385K +$93.4K +43,626 +37%
CHP
111
Cable Hill Partners
Oregon
$382K +$71.4K +33,329 +26%
SC
112
Syon Capital
California
$377K +$85.5K +39,918 +34%
PA
113
Pinnacle Associates
New York
$376K +$24.8K +11,600 +8%
Corient Private Wealth
114
Corient Private Wealth
Florida
$372K +$120K +55,861 +56%
VA
115
Vident Advisory
Georgia
$371K +$35.9K +16,741 +12%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$368K -$7.56K -3,528 -2%
RhumbLine Advisers
117
RhumbLine Advisers
Massachusetts
$357K -$4.11K -1,920 -1%
EAM
118
Eagle Asset Management
Florida
$339K -$13.7K -6,407 -4%
UCFA
119
United Capital Financial Advisors
Texas
$331K +$296K +138,365 New
VF
120
Virtu Financial
New York
$327K +$293K +136,993 New
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$311K -$2.42K -1,130 -0.9%
CA
122
Continuum Advisory
Idaho
$304K +$44.3K +20,703 +19%
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$303K +$2.39K +1,116 +0.9%
PAS
124
Park Avenue Securities
New York
$297K +$52.1K +24,331 +24%
AWM
125
Apollon Wealth Management
South Carolina
$297K +$167K +77,886 +168%