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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
IAIM
201
International Assets Investment Management
Florida
$39K +$2.34K +1,127 +5%
KPWS
202
Kestra Private Wealth Services
Texas
$38K +$21.8K +10,518 +99%
FDCDDQ
203
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.2K
PCC
204
Park Circle Company
Maryland
$36K
SI
205
Stephens Inc
Arkansas
$36K
PWM
206
Perigon Wealth Management
California
$36K +$89 +43 +0.2%
MSA
207
Marino Stram & Associates
Massachusetts
$35K +$41.2K +19,825 New
AA
208
Addison Advisors
Vermont
$34K +$22.6K +10,863 +130%
CGL
209
Clarius Group LLC
Washington
$33K -$122 -59 -0.3%
CA
210
Claro Advisors
Massachusetts
$33K
WA
211
Wealthstream Advisors
New York
$33K +$38.1K +18,334 New
CW
212
CreativeOne Wealth
Kansas
$31K -$5.06K -2,439 -12%
CIAS
213
Capital Investment Advisory Services
North Carolina
$31K
Carson Wealth (CWM LLC)
214
Carson Wealth (CWM LLC)
Nebraska
$30K -$16.9K -8,163 -33%
AAM
215
Auxier Asset Management
Oregon
$30K
FAFN
216
First Affirmative Financial Network
Colorado
$30K +$930 +448 +3%
PGFC
217
Peapack-Gladstone Financial Corp
New Jersey
$29K
CC
218
Centiva Capital
New York
$29K +$33.3K +16,038 New
IA
219
IFG Advisory
Georgia
$28K
FNWM
220
Financial Network Wealth Management
Utah
$27K
National Bank of Canada
221
National Bank of Canada
Quebec, Canada
$27K
CC
222
Copperleaf Capital
North Carolina
$27K +$1.17K +563 +4%
PMG
223
ProVise Management Group
Florida
$27K +$2.44K +1,176 +8%
GT
224
Greenleaf Trust
Michigan
$27K +$2.73K +1,315 +10%
SS
225
Simplicity Solutions
Minnesota
$27K +$9.83K +4,735 +47%