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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
Stifel Financial
151
Stifel Financial
Missouri
$77K +$4.46K +2,150 +5%
SXL
152
Summit X LLC
Missouri
$76K +$7.35K +3,541 +9%
SIA
153
Schechter Investment Advisors
Michigan
$75K -$120 -58 -0.1%
HFP
154
Holistic Financial Partners
Indiana
$75K
CG
155
CFO4Life Group
Texas
$75K +$714 +344 +0.8%
AAS
156
Avantax Advisory Services
Texas
$74K -$909 -438 -1%
DWT
157
Dorsey & Whitney Trust
South Dakota
$73K +$84.6K +40,740 New
CCA
158
Checchi Capital Advisers
California
$72K +$6.97K +3,358 +9%
Toronto Dominion Bank
159
Toronto Dominion Bank
Ontario, Canada
$71K
TRCT
160
Tower Research Capital (TRC)
New York
$71K +$82.6K +39,801 New
PA
161
Parallel Advisors
California
$69K -$1.09K -525 -1%
Simplex Trading
162
Simplex Trading
Illinois
$68K +$4.4K +2,118 +6%
WFA
163
Wipfli Financial Advisors
Wisconsin
$68K +$79.4K +38,244 New
Northwestern Mutual Wealth Management
164
Northwestern Mutual Wealth Management
Wisconsin
$65K +$14.2K +6,847 +23%
BTI
165
Blue Trust Inc
Georgia
$65K +$43.2K +20,794 +190%
PMA
166
Prudent Man Advisors
Illinois
$65K +$74.8K +36,053 New
State Street
167
State Street
Massachusetts
$63K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$63K +$9.26K +4,462 +15%
PP
169
PDS Planning
Ohio
$61K +$7.55K +3,638 +12%
AWM
170
Apollon Wealth Management
South Carolina
$59K +$68.8K +33,131 New
RJT
171
Raymond James Trust
Florida
$56K +$20.7K +9,959 +46%
LFA
172
Legacy Financial Advisors
Kentucky
$56K +$65.1K +31,353 New
LC
173
Lindbrook Capital
California
$55K +$9.12K +4,393 +17%
USCWA
174
U.S. Capital Wealth Advisors
Texas
$54K -$8.3K -4,000 -12%
CC
175
Chicago Capital
Illinois
$54K