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Lloyds Banking Group

390 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 122

5% more capital invested

Capital invested by funds: $915M → $965M (+$49.5M)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.62%0.59% (-0.04%)

0% less funds holding

Funds holding: 391390 (-1)

20% less call options, than puts

Call options by funds: $544K | Put options by funds: $684K

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
164
Reduced
122
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$510K -$132K -57,607 -23%
MYIA
102
Mount Yale Investment Advisors
Colorado
$496K +$440K +191,614 New
GSC
103
Grey Street Capital
Illinois
$491K +$435K +189,451 New
VFA
104
Voya Financial Advisors
Connecticut
$489K +$26.6K +11,580 +7%
PAG
105
Private Advisor Group
New Jersey
$487K -$54.4K -23,705 -11%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$480K -$154K -67,027 -27%
GAM
107
Groupama Asset Management
France
$465K +$1.63M +711,144 New
VA
108
Vident Advisory
Georgia
$462K +$52.6K +22,941 +15%
CG
109
Caprock Group
Idaho
$455K +$1.43K +621 +0.4%
GCM
110
Gallacher Capital Management
Colorado
$443K +$6.12K +2,665 +2%
CAM
111
Cresset Asset Management
Illinois
$438K -$20.9K -9,129 -5%
HAG
112
HF Advisory Group
Maryland
$435K +$385K +167,883 New
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$416K +$25.7K +11,212 +8%
PA
114
Pinnacle Associates
New York
$407K
CSS
115
Cubist Systematic Strategies
Connecticut
$400K -$607K -264,586 -63%
BCI
116
Brinker Capital Investments
Pennsylvania
$394K -$92.5K -40,308 -21%
OPS
117
Orion Portfolio Solutions
Nebraska
$394K -$92.5K -40,308 -21%
QCG
118
Quadrant Capital Group
Ohio
$392K -$22.5K -9,790 -6%
CHP
119
Cable Hill Partners
Oregon
$382K
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$379K -$17.1K -7,470 -5%
SSA
121
Schonfeld Strategic Advisors
New York
$372K +$137K +59,816 +71%
AWM
122
Apollon Wealth Management
South Carolina
$357K +$31.1K +13,541 +11%
EAM
123
Eagle Asset Management
Florida
$356K -$8.07K -3,518 -2%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$351K -$1.83M -797,482 -85%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$341K +$4.02K +1,752 +1%