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Lloyds Banking Group

455 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $719K | Put options by funds: $236K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

6% more funds holding

Funds holding: 429455 (+26)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.74% less ownership

Funds ownership: 2.54%0.8% (-1.7%)

9% less capital invested

Capital invested by funds: $1.26B → $1.14B (-$116M)

13% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 176

Holders
455
Holders Change
+26
Holders Change %
+6.06%
% of All Funds
5.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
154
Reduced
176
Closed
28
Calls
$719K
Puts
$236K
Net Calls
+$483K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
FCG
201
Fielder Capital Group
Tennessee
$166K +$12.5K +4,366 +8%
GWM
202
Gibbs Wealth Management
Georgia
$164K +$39.1K +13,695 +29%
HAG
203
HighPoint Advisor Group
Illinois
$161K +$7.13K +2,498 +5%
SF
204
Synovus Financial
Georgia
$160K -$161K -56,296 -49%
CIA
205
Cape Investment Advisory
Georgia
$160K +$3.08K +1,077 +2%
State Street
206
State Street
Massachusetts
$157K -$2.63K -920 -2%
AWM
207
Axxcess Wealth Management
California
$155K -$12.5K -4,383 -7%
FVWA
208
Foster Victor Wealth Advisors
South Carolina
$155K -$63.2K -22,125 -29%
M&T Bank
209
M&T Bank
New York
$151K -$4.44K -1,554 -3%
EARNEST Partners
210
EARNEST Partners
Georgia
$147K +$34.1K +11,939 +28%
LSAG
211
Lake Street Advisors Group
New Hampshire
$147K -$6.33K -2,217 -4%
Carson Wealth (CWM LLC)
212
Carson Wealth (CWM LLC)
Nebraska
$145K +$36.1K +12,653 +31%
CCA
213
Checchi Capital Advisers
California
$144K -$7.95K -2,783 -5%
Harris Associates
214
Harris Associates
Illinois
$141K +$17.1K +6,000 +13%
SIA
215
Schechter Investment Advisors
Michigan
$140K -$15.5K -5,417 -10%
MWP
216
Meriwether Wealth & Planning
Louisiana
$139K +$146K +51,163 New
HSBC Holdings
217
HSBC Holdings
United Kingdom
$139K -$39.8K -13,922 -21%
FPCP
218
Fort Point Capital Partners
California
$136K -$3.43K -1,201 -2%
OL
219
one8zero8 LLC
North Carolina
$136K +$143K +50,000 New
AG
220
Ascent Group
Virginia
$135K -$13.1K -4,585 -8%
VFA
221
Valeo Financial Advisors
Indiana
$133K
BCM
222
Brookstone Capital Management
Illinois
$133K +$31.4K +10,981 +29%
TFA
223
Tranquilli Financial Advisor
New Jersey
$133K -$16.8K -5,877 -11%
NI
224
Natural Investments
California
$132K +$140K +48,891 New
WAG
225
Wallace Advisory Group
California
$127K +$56.1K +19,654 +93%