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Lloyds Banking Group

390 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 122 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 164 | Existing positions reduced: 122

5% more capital invested

Capital invested by funds: $915M → $965M (+$49.5M)

5% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 42

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.04% less ownership

Funds ownership: 0.62%0.59% (-0.04%)

0% less funds holding

Funds holding: 391390 (-1)

20% less call options, than puts

Call options by funds: $544K | Put options by funds: $684K

Holders
390
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
44
Increased
164
Reduced
122
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$233M +$58.2M +25,351,270 +39%
Goldman Sachs
2
Goldman Sachs
New York
$57.5M +$61.6K +26,845 +0.1%
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$52.6M +$13.9M +6,061,402 +42%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$46.3M -$1.72M -751,195 -4%
Morgan Stanley
5
Morgan Stanley
New York
$44.5M -$48.6M -21,198,813 -55%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$42.3M -$623K -271,508 -2%
Macquarie Group
7
Macquarie Group
Australia
$40.3M -$4.15M -1,810,013 -10%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$31.5M -$40M -17,437,564 -59%
MIS
9
Morningstar Investment Services
Illinois
$26.2M -$25.7M -11,199,730 -53%
Northern Trust
10
Northern Trust
Illinois
$25.5M +$12.9K +5,623 +0.1%
Bank of America
11
Bank of America
North Carolina
$22.2M -$1.19M -519,026 -6%
BlackRock
12
BlackRock
New York
$17.9M +$700K +305,174 +5%
Millennium Management
13
Millennium Management
New York
$14.9M -$583K -254,042 -4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$14.9M +$152K +66,360 +1%
JCM
15
Janney Capital Management
Pennsylvania
$13M +$231K +100,660 +2%
CGH
16
Crossmark Global Holdings
Texas
$12.8M -$325K -141,508 -3%
JP Morgan Chase
17
JP Morgan Chase
New York
$12.5M +$1.24M +541,625 +13%
American Century Companies
18
American Century Companies
Missouri
$12.1M +$915K +398,877 +9%
CIM
19
Cowen Investment Management
New York
$11.5M
First Eagle Investment Management
20
First Eagle Investment Management
New York
$10.5M +$789K +343,753 +9%
Wells Fargo
21
Wells Fargo
California
$9.98M -$610K -265,903 -6%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$8.97M +$179K +77,973 +2%
Ameriprise
23
Ameriprise
Minnesota
$8.2M +$555K +241,891 +8%
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$7.34M +$4.3M +1,875,688 +196%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$7.24M +$108K +47,127 +2%