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Lloyds Banking Group

280 hedge funds and large institutions have $708M invested in Lloyds Banking Group in 2021 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 121 increasing their positions, 53 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 53

94% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 32

18% more capital invested

Capital invested by funds: $600M → $708M (+$108M)

11% more funds holding

Funds holding: 253280 (+27)

0.06% more ownership

Funds ownership: 0.35%0.41% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less call options, than puts

Call options by funds: $838K | Put options by funds: $1.12M

Holders
280
Holders Change
+27
Holders Change %
+10.67%
% of All Funds
4.31%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
62
Increased
121
Reduced
53
Closed
32
Calls
$838K
Puts
$1.12M
Net Calls
-$283K
Net Calls Change
+$264K
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
176
Independent Advisor Alliance
North Carolina
$56K +$7.99K +3,134 +17%
AG
177
Ascent Group
Virginia
$54K +$49.9K +19,573 New
MRCM
178
M&R Capital Management
New Jersey
$53K -$35.7K -14,000 -40%
M&T Bank
179
M&T Bank
New York
$53K -$1.57K -614 -3%
WANY
180
Wealthspire Advisors (New York)
New York
$52K -$2.87K -1,124 -5%
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$52K -$1.02K -399 -2%
BTWM
182
Baker Tilly Wealth Management
Wisconsin
$52K +$6.36K +2,495 +14%
RJT
183
Raymond James Trust
Florida
$52K +$12.5K +4,885 +32%
BWP
184
BSW Wealth Partners
Colorado
$52K +$51.8K +20,312 New
PCC
185
Park Circle Company
Maryland
$51K
IC
186
IEQ Capital
California
$51K +$9.9K +3,883 +24%
GWM
187
Geneos Wealth Management
Colorado
$50K -$2.71K -1,064 -5%
FWM
188
Focused Wealth Management
New York
$49K
UCFA
189
United Capital Financial Advisors
Texas
$47K +$2.37K +929 +5%
SW
190
SVB Wealth
Massachusetts
$47K +$15.1K +5,939 +46%
SI
191
Stephens Inc
Arkansas
$47K +$47.1K +18,483 New
Fisher Asset Management
192
Fisher Asset Management
Washington
$46K -$26.3K -10,299 -37%
KAS
193
Kestra Advisory Services
Texas
$46K -$19.1K -7,506 -29%
CIAS
194
Capital Investment Advisory Services
North Carolina
$45K +$3.83K +1,500 +9%
MNBTD
195
Moody National Bank Trust Division
Texas
$44K +$44.1K +17,277 New
Arrowstreet Capital
196
Arrowstreet Capital
Massachusetts
$43K +$42.8K +16,790 New
AAM
197
Auxier Asset Management
Oregon
$42K
PTP
198
Platform Technology Partners
New York
$42K
KeyBank National Association
199
KeyBank National Association
Ohio
$42K +$8.99K +3,526 +27%
PGFC
200
Peapack-Gladstone Financial Corp
New Jersey
$41K +$15.3K +6,001 +60%