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Lloyds Banking Group

391 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 105

35% more capital invested

Capital invested by funds: $678M → $915M (+$237M)

12% more funds holding

Funds holding: 350391 (+41)

4% more call options, than puts

Call options by funds: $372K | Put options by funds: $359K

0.12% more ownership

Funds ownership: 0.5%0.62% (+0.12%)

Holders
391
Holders Change
+41
Holders Change %
+11.71%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
76
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$154M +$76M +35,465,811 +122%
Morgan Stanley
2
Morgan Stanley
New York
$91.8M +$40.8M +19,036,828 +98%
Goldman Sachs
3
Goldman Sachs
New York
$53M +$2.53M +1,180,775 +6%
MIS
4
Morningstar Investment Services
Illinois
$51M +$22.3M +10,406,673 +97%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.5M +$940K +439,009 +2%
Macquarie Group
6
Macquarie Group
Australia
$41.5M -$18.6M -8,702,300 -33%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$39.8M +$38.2M +17,814,615 +150%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$39.7M +$3.6M +1,678,784 +11%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$34.1M -$5.81M -2,711,527 -16%
Northern Trust
10
Northern Trust
Illinois
$23.5M +$183K +85,325 +0.9%
Bank of America
11
Bank of America
North Carolina
$21.8M +$257K +120,200 +1%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$17M +$3.94M +1,840,413 +35%
BlackRock
13
BlackRock
New York
$15.8M +$1.49M +695,009 +12%
Millennium Management
14
Millennium Management
New York
$14.3M +$3.91M +1,824,648 +44%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.5M +$2.97M +1,387,853 +32%
CGH
16
Crossmark Global Holdings
Texas
$12.2M -$342K -159,733 -3%
JCM
17
Janney Capital Management
Pennsylvania
$11.8M -$929K -433,726 -8%
CIM
18
Cowen Investment Management
New York
$10.6M
JP Morgan Chase
19
JP Morgan Chase
New York
$10.2M +$800K +373,410 +10%
American Century Companies
20
American Century Companies
Missouri
$10.2M +$606K +282,831 +7%
Wells Fargo
21
Wells Fargo
California
$9.84M -$367K -171,326 -4%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$8.88M +$721K +336,581 +10%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$8.09M +$1.24M +576,901 +21%
Ameriprise
24
Ameriprise
Minnesota
$6.99M +$260K +121,339 +4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$6.55M +$79.7K +37,212 +1%