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Lloyds Banking Group

341 hedge funds and large institutions have $769M invested in Lloyds Banking Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 32

39% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 101

4% more funds holding

Funds holding: 328341 (+13)

0.01% less ownership

Funds ownership: 0.55%0.54% (-0.01%)

44% less capital invested

Capital invested by funds: $1.38B → $769M (-$607M)

64% less call options, than puts

Call options by funds: $168K | Put options by funds: $465K

Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
5.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
140
Reduced
101
Closed
32
Calls
$168K
Puts
$465K
Net Calls
-$297K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$59M
Macquarie Group
2
Macquarie Group
Australia
$58.5M -$1.09M -477,380 -2%
JP Morgan Chase
3
JP Morgan Chase
New York
$50.8M -$8.58M -3,742,503 -14%
Goldman Sachs
4
Goldman Sachs
New York
$44.7M -$1.08M -472,130 -2%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$43.5M +$3.99M +1,741,116 +10%
Morgan Stanley
6
Morgan Stanley
New York
$42.6M +$1.76M +765,591 +4%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$39.4M +$5.21M +2,270,827 +15%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$36.6M -$407K -177,704 -1%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$25.3M -$8.22M -3,584,413 -24%
MIS
10
Morningstar Investment Services
Illinois
$23M +$54.2K +23,653 +0.2%
Northern Trust
11
Northern Trust
Illinois
$21.9M -$1.89M -824,082 -8%
Millennium Management
12
Millennium Management
New York
$21.7M +$9.1M +3,966,752 +67%
Bank of America
13
Bank of America
North Carolina
$17.3M -$1.84M -801,618 -9%
Optiver Holding
14
Optiver Holding
Netherlands
$14.3M -$1.26M -548,796 -8%
Jane Street
15
Jane Street
New York
$13.5M -$49.9M -21,780,299 -78%
BlackRock
16
BlackRock
New York
$12.1M -$1M -436,370 -7%
CGH
17
Crossmark Global Holdings
Texas
$12M +$9.69M +4,225,463 +415%
JCM
18
Janney Capital Management
Pennsylvania
$11.7M -$34.3K -14,952 -0.3%
Citadel Advisors
19
Citadel Advisors
Florida
$10.7M +$9.57M +4,175,558 +603%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$10M +$6M +2,617,909 +136%
CIM
21
Cowen Investment Management
New York
$9.73M
Wells Fargo
22
Wells Fargo
California
$9.62M +$5.44K +2,371 +0.1%
SCP
23
Stamos Capital Partners
California
$9.42M +$2.29M +998,730 +30%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$8.96M +$1.67M +729,099 +22%
American Century Companies
25
American Century Companies
Missouri
$8.27M -$801K -349,373 -9%