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Lloyds Banking Group

296 hedge funds and large institutions have $570M invested in Lloyds Banking Group in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 129 increasing their positions, 74 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 74

15% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 34

0.06% more ownership

Funds ownership: 0.47%0.54% (+0.06%)

0% more funds holding

Funds holding: 296296 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less capital invested

Capital invested by funds: $631M → $570M (-$61.5M)

62% less call options, than puts

Call options by funds: $973K | Put options by funds: $2.57M

Holders
296
Holders Change
Holders Change %
0%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
129
Reduced
74
Closed
34
Calls
$973K
Puts
$2.57M
Net Calls
-$1.6M
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
126
CarsonAllaria Wealth Management
Illinois
$123K +$2.02K +971 +1%
LSAG
127
Lake Street Advisors Group
New Hampshire
$121K +$3.9K +1,877 +3%
CA
128
Continuum Advisory
Idaho
$119K -$4.83K -2,325 -3%
IAA
129
Independent Advisor Alliance
North Carolina
$119K +$61.6K +29,659 +80%
Luther King Capital Management (LKCM)
130
Luther King Capital Management (LKCM)
Texas
$116K
KAS
131
Kestra Advisory Services
Texas
$116K +$10.5K +5,066 +8%
MW
132
Marcum Wealth
Ohio
$113K +$16.5K +7,950 +14%
SW
133
SVB Wealth
Massachusetts
$104K +$18.2K +8,784 +18%
CCA
134
Cottonwood Capital Advisors
Utah
$98K
AWA
135
Aaron Wealth Advisors
Illinois
$96K +$61.6K +29,684 +124%
SPP
136
Single Point Partners
Massachusetts
$96K +$112K +53,876 New
EARNEST Partners
137
EARNEST Partners
Georgia
$93K -$47.7K -22,960 -31%
M&T Bank
138
M&T Bank
New York
$93K -$9.01K -4,339 -8%
IC
139
IEQ Capital
California
$92K +$18.1K +8,705 +20%
Prudential Financial
140
Prudential Financial
New Jersey
$91K +$7.03K +3,387 +7%
FPCP
141
Fort Point Capital Partners
California
$90K
BBHC
142
Brown Brothers Harriman & Co
New York
$90K +$1.45K +696 +1%
EFSCE
143
Enterprise Financial Services Corp (EFSC)
Missouri
$89K +$2.98K +1,436 +3%
PTP
144
Platform Technology Partners
New York
$89K +$29.2K +14,053 +40%
OL
145
Optas LLC
Texas
$83K +$9.52K +4,583 +11%
P
146
Palladiem
Pennsylvania
$83K +$55.2K +26,605 +136%
SFA
147
Sequoia Financial Advisors
Ohio
$82K +$3.16K +1,524 +3%
VCM
148
Virtue Capital Management
Tennessee
$81K -$108 -52 -0.1%
WWA
149
WCG Wealth Advisors
Nevada
$78K +$7.19K +3,462 +9%
CAM
150
Cresset Asset Management
Illinois
$78K +$36K +17,321 +66%