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Lloyds Banking Group

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 72

84% more capital invested

Capital invested by funds: $749M → $1.38B (+$627M)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

15% more call options, than puts

Call options by funds: $415K | Put options by funds: $360K

3% more funds holding

Funds holding: 318328 (+10)

0.01% more ownership

Funds ownership: 0.53%0.55% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$567M +$2.97M +1,228,489 +9%
Jane Street
2
Jane Street
New York
$64.8M -$17.3M -7,147,250 -20%
Macquarie Group
3
Macquarie Group
Australia
$62.8M +$573K +236,934 +0.9%
JP Morgan Chase
4
JP Morgan Chase
New York
$62.2M -$10.5M -4,343,476 -14%
MIP
5
Mondrian Investment Partners
United Kingdom
$62.2M
Goldman Sachs
6
Goldman Sachs
New York
$48.2M +$3M +1,239,015 +6%
Morgan Stanley
7
Morgan Stanley
New York
$43.2M +$10.9M +4,522,518 +32%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$41.8M -$1.44M -596,270 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$39M +$1.54M +635,339 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36.4M +$2.55M +1,053,102 +7%
MIS
11
Morningstar Investment Services
Illinois
$25.3M +$1.22M +502,709 +5%
Northern Trust
12
Northern Trust
Illinois
$25M +$689K +284,896 +3%
Bank of America
13
Bank of America
North Carolina
$20.1M +$6.51M +2,690,404 +45%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$17.7M +$2M +826,186 +12%
Optiver Holding
15
Optiver Holding
Netherlands
$16.4M +$16.9M +6,988,595 New
BlackRock
16
BlackRock
New York
$13.8M +$2.64M +1,090,666 +23%
Millennium Management
17
Millennium Management
New York
$13.7M -$5.89M -2,434,189 -29%
JCM
18
Janney Capital Management
Pennsylvania
$12.3M +$885K +365,792 +7%
CIM
19
Cowen Investment Management
New York
$10.3M
Wells Fargo
20
Wells Fargo
California
$10.1M +$517K +213,729 +5%
American Century Companies
21
American Century Companies
Missouri
$9.53M +$1.22M +504,184 +14%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$9.51M +$510K +210,936 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.75M -$893K -368,890 -10%
SCP
24
Stamos Capital Partners
California
$7.62M +$626K +258,790 +9%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$6.21M +$1.21M +498,144 +23%