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Lloyds Banking Group

429 hedge funds and large institutions have $1.26B invested in Lloyds Banking Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 118

21% more call options, than puts

Call options by funds: $913K | Put options by funds: $754K

20% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$209M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

1.94% more ownership

Funds ownership: 0.6%2.54% (+1.9%)

1% more funds holding

Funds holding: 424429 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
429
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
6.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
211
Reduced
118
Closed
40
Calls
$913K
Puts
$754K
Net Calls
+$159K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
151
Integrated Wealth Concepts
Massachusetts
$306K +$21.6K +7,186 +8%
OKSA
152
O'Keefe Stevens Advisory
New York
$305K +$91.4K +30,471 +45%
CC
153
Callan Capital
California
$304K +$33.1K +11,022 +13%
DAS
154
Dynamic Advisor Solutions
Arizona
$303K +$13K +4,337 +5%
CC
155
Centiva Capital
New York
$295K +$120K +40,080 +74%
IC
156
IEQ Capital
California
$293K +$24.5K +8,158 +10%
CWS
157
Cypress Wealth Services
California
$292K +$2.89K +962 +1%
SC
158
Sepio Capital
Utah
$292K
CL
159
Choreo LLC
Illinois
$291K +$81.8K +27,263 +40%
FAFN
160
First Affirmative Financial Network
Colorado
$279K -$52.3K -17,420 -16%
CTC
161
Cetera Trust Company
Minnesota
$279K
PWG
162
Portside Wealth Group
Utah
$277K +$143K +47,573 +115%
P
163
&Partners
Tennessee
$276K +$166K +55,481 +169%
TSS
164
Two Sigma Securities
New York
$268K +$258K +86,050 New
FIA
165
Foundations Investment Advisors
Arizona
$262K +$8.52K +2,838 +3%
WSFS
166
Wilmington Savings Fund Society
Delaware
$262K +$252K +83,912 New
MW
167
Marcum Wealth
Ohio
$259K +$618 +206 +0.2%
Russell Investments Group
168
Russell Investments Group
United Kingdom
$258K +$79.2K +26,394 +47%
BBW
169
Blue Barn Wealth
Utah
$257K +$79K +26,316 +47%
CA
170
Continuum Advisory
Idaho
$252K +$16.1K +5,356 +6%
NG
171
Norden Group
Utah
$247K +$173K +57,813 +269%
ASN
172
Advisory Services Network
Georgia
$242K
AWM
173
Aprio Wealth Management
Georgia
$242K +$39.8K +13,277 +21%
ERIC
174
Eagle Rock Investment Company
Georgia
$241K +$232K +77,176 New
AIM
175
Anchor Investment Management
South Carolina
$237K -$6K -2,000 -3%