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Lloyds Banking Group

424 hedge funds and large institutions have $1.05B invested in Lloyds Banking Group in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 28

94% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 102

9% more capital invested

Capital invested by funds: $965M → $1.05B (+$86.5M)

9% more funds holding

Funds holding: 390424 (+34)

0.01% more ownership

Funds ownership: 0.59%0.6% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

66% less call options, than puts

Call options by funds: $292K | Put options by funds: $853K

Holders
424
Holders Change
+34
Holders Change %
+8.72%
% of All Funds
6.12%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
68
Increased
198
Reduced
102
Closed
28
Calls
$292K
Puts
$853K
Net Calls
-$561K
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$226M -$40.9M -15,232,110 -17%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$65.7M +$10M +3,737,408 +18%
Goldman Sachs
3
Goldman Sachs
New York
$61.7M +$1.11M +412,022 +2%
Morgan Stanley
4
Morgan Stanley
New York
$50.2M +$3.19M +1,188,704 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.9M +$1.23M +459,941 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$44.8M -$3.93M -1,463,446 -8%
Bank of America
7
Bank of America
North Carolina
$39.7M +$16M +5,953,965 +69%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$37.1M +$408K +152,141 +1%
ClearBridge Investments
9
ClearBridge Investments
New York
$36.3M +$35.6M +13,279,295 New
Northern Trust
10
Northern Trust
Illinois
$28.8M +$1.94M +724,613 +7%
MIS
11
Morningstar Investment Services
Illinois
$27.4M -$626K -233,475 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.4M +$7.62M +2,841,956 +50%
BlackRock
13
BlackRock
New York
$20.3M +$1.42M +530,602 +8%
Macquarie Group
14
Macquarie Group
Australia
$19.7M -$22.3M -8,317,795 -54%
American Century Companies
15
American Century Companies
Missouri
$14.9M +$2.16M +804,035 +17%
Wells Fargo
16
Wells Fargo
California
$14.4M +$3.85M +1,436,820 +37%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$13.9M +$2.75M +1,026,639 +25%
CGH
18
Crossmark Global Holdings
Texas
$13.3M -$224K -83,441 -2%
JCM
19
Janney Capital Management
Pennsylvania
$13.2M -$490K -182,746 -4%
CIM
20
Cowen Investment Management
New York
$12.1M
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$11.7M +$3.86M +1,438,841 +51%
JP Morgan Chase
22
JP Morgan Chase
New York
$11.5M -$1.67M -621,543 -13%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$9.45M -$6.96K -2,595 -0.1%
Millennium Management
24
Millennium Management
New York
$9.37M -$6.18M -2,302,675 -40%
BFS
25
Bard Financial Services
Connecticut
$7.02M +$95.2K +35,500 +1%