We are live on ! Find out more
LYG icon

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
RCAG
176
Rehmann Capital Advisory Group
Michigan
$53.8K +$29K +13,949 +87%
PCS
177
Personal CFO Solutions
New Jersey
$52K -$5.96K -2,873 -9%
AWA
178
Arkadios Wealth Advisors
Georgia
$52K -$625 -301 -1%
FOA
179
Five Oceans Advisors
California
$52K +$13.7K +6,581 +29%
PAS
180
Park Avenue Securities
New York
$52K +$29K +13,975 +93%
BSW
181
Buckingham Strategic Wealth
Missouri
$51K -$44.5K -21,452 -43%
BCM
182
Brookstone Capital Management
Illinois
$51K +$2.14K +1,030 +4%
MNBTD
183
Moody National Bank Trust Division
Texas
$49K -$4.6K -2,214 -8%
CFGS
184
Concourse Financial Group Securities
Alabama
$48K -$781 -376 -1%
TFA
185
Tranquilli Financial Advisor
New Jersey
$47K +$4.69K +2,259 +9%
SRC
186
Sage Rhino Capital
California
$47K +$6.31K +3,041 +13%
UCFA
187
United Capital Financial Advisors
Texas
$47K +$9.87K +4,756 +22%
MIP
188
Mondrian Investment Partners
United Kingdom
$46.5K
BPA
189
Beacon Pointe Advisors
California
$45K -$11.7K -5,645 -19%
HWMA
190
Heritage Wealth Management (Arizona)
Arizona
$45K -$679 -327 -1%
CT
191
Colonial Trust
South Carolina
$45K +$51.9K +25,000 New
KP
192
Keel Point
Alabama
$44K -$24.4K -11,774 -32%
OWA
193
Octavia Wealth Advisors
Ohio
$44K +$51.3K +24,714 New
MP
194
McDonald Partners
Ohio
$43K -$6.23K -3,000 -11%
CA
195
CGN Advisors
Kansas
$43K +$49.5K +23,831 New
PWPS
196
Pinnacle Wealth Planning Services
Ohio
$41K -$32.1K -15,477 -40%
BDF
197
Balasa Dinverno & Foltz
$41K +$47.9K +23,083 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$40.6K +$9.49M +4,570,940 +26%
WTC
199
WhitTier Trust Company
Nevada
$40K -$2.21K -1,066 -5%
WFI
200
West Family Investments
California
$40K +$8.71K +4,197 +23%