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Lloyds Banking Group

243 hedge funds and large institutions have $688M invested in Lloyds Banking Group in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 100 increasing their positions, 50 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 50

90% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 20

48% more call options, than puts

Call options by funds: $2.84M | Put options by funds: $1.91M

20% more capital invested

Capital invested by funds: $573M → $688M (+$115M)

7% more funds holding

Funds holding: 227243 (+16)

0.03% more ownership

Funds ownership: 0.35%0.38% (+0.03%)

Holders
243
Holders Change
+16
Holders Change %
+7.05%
% of All Funds
4.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
100
Reduced
50
Closed
20
Calls
$2.84M
Puts
$1.91M
Net Calls
+$926K
Net Calls Change
+$1.36M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$98.9M -$6.4M -2,494,215 -6%
Macquarie Group
2
Macquarie Group
Australia
$83.9M +$286K +111,433 +0.3%
MIP
3
Mondrian Investment Partners
United Kingdom
$66.2M
Goldman Sachs
4
Goldman Sachs
New York
$35.5M +$3.38M +1,315,404 +10%
Morgan Stanley
5
Morgan Stanley
New York
$35.1M +$29.4M +11,458,529 +494%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$33.4M +$1.94M +756,829 +6%
Northern Trust
7
Northern Trust
Illinois
$33M -$6.43M -2,504,457 -16%
Jane Street
8
Jane Street
New York
$21.8M +$1.11M +431,159 +5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$18.1M +$778K +303,176 +4%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$18.1M +$2.85M +1,111,274 +19%
PPA
11
Parametric Portfolio Associates
Washington
$16.4M +$4.31M +1,677,481 +35%
Bank of America
12
Bank of America
North Carolina
$14.6M +$14.1M +5,498,653 +2,258%
MIS
13
Morningstar Investment Services
Illinois
$14.6M -$9.46K -3,683 -0.1%
Optiver Holding
14
Optiver Holding
Netherlands
$14.4M -$3.09M -1,201,747 -18%
CIM
15
Cowen Investment Management
New York
$12.6M
SG Americas Securities
16
SG Americas Securities
New York
$10.6M +$10.6M +4,126,683 +27,750%
BlackRock
17
BlackRock
New York
$9.1M +$980K +381,747 +12%
Millennium Management
18
Millennium Management
New York
$8.79M +$4.78M +1,860,456 +117%
OMC
19
Old Mission Capital
Illinois
$8.78M +$6.53M +2,544,023 +283%
Verition Fund Management
20
Verition Fund Management
Connecticut
$8.71M +$753K +293,262 +9%
Wells Fargo
21
Wells Fargo
California
$8.23M +$133K +51,690 +2%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$6.15M +$148K +57,803 +2%
MWNA
23
Marshall Wace North America
New York
$5.15M +$4.2M +1,634,369 +424%
UBS Group
24
UBS Group
Switzerland
$4.91M +$23.2K +9,021 +0.5%
BFS
25
Bard Financial Services
Connecticut
$4.9M -$54.7K -21,290 -1%