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Lloyds Banking Group

429 hedge funds and large institutions have $1.26B invested in Lloyds Banking Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 211 increasing their positions, 118 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 118

21% more call options, than puts

Call options by funds: $913K | Put options by funds: $754K

20% more capital invested

Capital invested by funds: $1.05B → $1.26B (+$209M)

15% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 40

1.94% more ownership

Funds ownership: 0.6%2.54% (+1.9%)

1% more funds holding

Funds holding: 424429 (+5)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
429
Holders Change
+5
Holders Change %
+1.18%
% of All Funds
6.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
211
Reduced
118
Closed
40
Calls
$913K
Puts
$754K
Net Calls
+$159K
Net Calls Change
+$720K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$231M -$2.26M -754,812 -1%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$100M -$329K -109,740 -0.5%
ClearBridge Investments
3
ClearBridge Investments
New York
$80.7M +$37.7M +12,578,608 +95%
Goldman Sachs
4
Goldman Sachs
New York
$72.9M +$2.29M +761,881 +3%
Morgan Stanley
5
Morgan Stanley
New York
$61.6M +$4.11M +1,368,470 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$60.2M +$7.42M +2,472,263 +15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$49.8M -$1.38M -460,105 -3%
Bank of America
8
Bank of America
North Carolina
$44.4M -$958K -319,126 -2%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$39.2M +$432K +144,014 +1%
Northern Trust
10
Northern Trust
Illinois
$36.1M +$3.06M +1,018,987 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30.9M +$3.99M +1,328,664 +15%
MIS
12
Morningstar Investment Services
Illinois
$29.7M -$742K -247,451 -3%
BlackRock
13
BlackRock
New York
$25M +$1.68M +558,705 +8%
JP Morgan Chase
14
JP Morgan Chase
New York
$20.8M +$7.37M +2,456,914 +58%
Wells Fargo
15
Wells Fargo
California
$19.8M +$3.14M +1,046,880 +20%
American Century Companies
16
American Century Companies
Missouri
$18.7M +$1.6M +534,813 +10%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$17M +$1.09M +363,902 +7%
CGH
18
Crossmark Global Holdings
Texas
$15.3M +$55.5K +18,494 +0.4%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$15.2M +$1.85M +615,143 +14%
JCM
20
Janney Capital Management
Pennsylvania
$14.9M -$204K -68,069 -1%
CIM
21
Cowen Investment Management
New York
$13.8M
CIBC World Market
22
CIBC World Market
Ontario, Canada
$10.8M +$32.7K +10,906 +0.3%
RJA
23
Raymond James & Associates
Florida
$10.7M +$2.79M +929,478 +37%
BFS
24
Bard Financial Services
Connecticut
$7.53M -$479K -159,500 -6%
Millennium Management
25
Millennium Management
New York
$6.81M -$3.75M -1,249,336 -36%