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Lloyds Banking Group

318 hedge funds and large institutions have $749M invested in Lloyds Banking Group in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 100 increasing their positions, 107 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

32% more capital invested

Capital invested by funds: $570M → $749M (+$180M)

7% more funds holding

Funds holding: 296318 (+22)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 0.54%0.53% (-0%)

7% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 107

66% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $3.04M

Holders
318
Holders Change
+22
Holders Change %
+7.43%
% of All Funds
5.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
100
Reduced
107
Closed
27
Calls
$1.02M
Puts
$3.04M
Net Calls
-$2.02M
Net Calls Change
-$419K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$77.2M +$7.1M +3,449,866 +11%
JP Morgan Chase
2
JP Morgan Chase
New York
$68.6M +$9.16M +4,454,102 +17%
Macquarie Group
3
Macquarie Group
Australia
$59M -$2.79M -1,356,035 -5%
MIP
4
Mondrian Investment Partners
United Kingdom
$59M +$1.7M +828,000 +3%
Goldman Sachs
5
Goldman Sachs
New York
$43M -$591K -287,362 -1%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$41M +$1.1M +533,305 +3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$35.6M -$1.58M -766,748 -5%
Morgan Stanley
8
Morgan Stanley
New York
$31M -$2.35M -1,144,637 -8%
MIS
9
Morningstar Investment Services
Illinois
$23.4M +$114K +55,199 +0.5%
Northern Trust
10
Northern Trust
Illinois
$23.1M -$1.83M -888,505 -8%
CIBC Private Wealth Group
11
CIBC Private Wealth Group
Georgia
$20.2M -$1.06M -512,878 -4%
Citadel Advisors
12
Citadel Advisors
Florida
$18.3M +$7.26M +3,527,143 +73%
Millennium Management
13
Millennium Management
New York
$18.3M +$16.8M +8,159,110 +4,792%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$15M +$2.39M +1,161,492 +21%
Bank of America
15
Bank of America
North Carolina
$13.1M -$6.42M -3,120,564 -34%
JCM
16
Janney Capital Management
Pennsylvania
$10.9M +$1.92M +931,656 +23%
BlackRock
17
BlackRock
New York
$10.7M -$2.2M -1,067,388 -18%
CIM
18
Cowen Investment Management
New York
$9.73M
Wells Fargo
19
Wells Fargo
California
$9.15M +$84.7K +41,167 +1%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$8.53M -$519K -252,102 -6%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$8.16M -$101K -49,039 -1%
American Century Companies
22
American Century Companies
Missouri
$7.93M +$2.73M +1,324,756 +58%
SCP
23
Stamos Capital Partners
California
$6.65M +$775K +376,580 +14%
Qube Research & Technologies (QRT)
24
Qube Research & Technologies (QRT)
United Kingdom
$5.23M +$514K +249,988 +12%
BFS
25
Bard Financial Services
Connecticut
$4.95M +$128K +62,000 +3%