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Lloyds Banking Group

296 hedge funds and large institutions have $709M invested in Lloyds Banking Group in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 143 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 56

69% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 26

36% more call options, than puts

Call options by funds: $1.7M | Put options by funds: $1.25M

6% more funds holding

Funds holding: 280296 (+16)

0% more capital invested

Capital invested by funds: $708M → $709M (+$409K)

0.03% more ownership

Funds ownership: 0.41%0.44% (+0.03%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
296
Holders Change
+16
Holders Change %
+5.71%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
44
Increased
143
Reduced
56
Closed
26
Calls
$1.7M
Puts
$1.25M
Net Calls
+$449K
Net Calls Change
+$732K
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$79.3M -$1.04M -390,052 -1%
MIP
2
Mondrian Investment Partners
United Kingdom
$62.6M
Goldman Sachs
3
Goldman Sachs
New York
$42.2M +$5.15M +1,934,861 +12%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$38.3M +$33.3M +12,530,240 +442%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$35.7M +$1.73M +649,947 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$31.3M +$6.25M +2,348,347 +22%
AWA
7
Aaron Wealth Advisors
Illinois
$30.9M +$138K +51,996 +231%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30M +$12M +4,519,448 +57%
PPA
9
Parametric Portfolio Associates
Washington
$29.4M +$6.8M +2,557,088 +27%
Northern Trust
10
Northern Trust
Illinois
$28.3M +$2.87M +1,078,090 +10%
Bank of America
11
Bank of America
North Carolina
$27.8M +$13.1M +4,930,905 +75%
MIS
12
Morningstar Investment Services
Illinois
$23M +$799K +300,380 +3%
Jane Street
13
Jane Street
New York
$20.5M -$5.24M -1,971,372 -19%
Optiver Holding
14
Optiver Holding
Netherlands
$14.3M -$18.7M -7,017,428 -54%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$13.9M +$15.3M +5,758,324 New
BlackRock
16
BlackRock
New York
$11.1M +$1.77M +665,360 +17%
CIM
17
Cowen Investment Management
New York
$10.7M -$450K -169,200 -4%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$10.6M +$5.31M +1,996,879 +85%
Wells Fargo
19
Wells Fargo
California
$10.3M +$1.82M +685,757 +19%
JCM
20
Janney Capital Management
Pennsylvania
$9.73M +$10.7M +4,036,668 New
Marshall Wace
21
Marshall Wace
United Kingdom
$8.31M +$7.31M +2,747,440 +391%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.59M +$2.54M +954,410 +70%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4.99M -$813K -305,608 -13%
BFS
24
Bard Financial Services
Connecticut
$4.56M -$123K -46,080 -2%
Franklin Resources
25
Franklin Resources
California
$4.36M -$18K -6,756 -0.4%