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Lloyds Banking Group

243 hedge funds and large institutions have $688M invested in Lloyds Banking Group in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

48% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.91M

20% more capital invested

Capital invested by funds: $573M → $688M (+$115M)

7% more funds holding

Funds holding: 227243 (+16)

0.03% more ownership

Funds ownership: 0.35%0.38% (+0.03%)

Holders
243
Holders Change
+16
Holders Change %
+7.05%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
100
Reduced
50
Closed
20
Calls
$2.84M
Puts
$1.91M
Net Calls
+$926K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
151
United Capital Financial Advisors
Texas
$55K +$55.1K +21,466 New
PTP
152
Platform Technology Partners
New York
$55K +$55.5K +21,630 New
GWM
153
Geneos Wealth Management
Colorado
$53K
BWP
154
BSW Wealth Partners
Colorado
$53K +$53.7K +20,899 New
VFA
155
Valeo Financial Advisors
Indiana
$52K
PCC
156
Park Circle Company
Maryland
$51K
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$51K +$9.46K +3,686 +23%
IAA
158
Independent Advisor Alliance
North Carolina
$50K +$50K +19,491 New
FWM
159
Focused Wealth Management
New York
$49K +$534 +208 +1%
AWA
160
Aaron Wealth Advisors
Illinois
$49K +$49.5K +19,260 New
SXL
161
Summit X LLC
Missouri
$48K +$1.39K +540 +3%
BCM
162
Brookstone Capital Management
Illinois
$47K -$8.46K -3,293 -15%
GBT
163
Grove Bank & Trust
Florida
$46K
Fisher Asset Management
164
Fisher Asset Management
Washington
$45K +$693 +270 +2%
PFO
165
Pathstone Family Office
New Jersey
$44K +$11.8K +4,583 +36%
KPW
166
Kore Private Wealth
New York
$43K +$43.3K +16,868 New
AAM
167
Auxier Asset Management
Oregon
$42K
CIAS
168
Capital Investment Advisory Services
North Carolina
$41K
IA
169
IFG Advisory
Georgia
$41K +$41.6K +16,213 New
CGL
170
Clarius Group LLC
Washington
$40K +$876 +341 +2%
RJT
171
Raymond James Trust
Florida
$39K -$3.95K -1,540 -9%
SRC
172
Sage Rhino Capital
California
$38K +$38.7K +15,086 New
EFSCE
173
Enterprise Financial Services Corp (EFSC)
Missouri
$37K +$35.3K +13,745 +1,602%
FIA
174
Foundations Investment Advisors
Arizona
$37K +$37K +14,409 New
KP
175
Keel Point
Alabama
$35K +$1.09K +425 +3%