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Lloyds Banking Group

455 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $719K | Put options by funds: $236K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

6% more funds holding

Funds holding: 429455 (+26)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.74% less ownership

Funds ownership: 2.54%0.8% (-1.7%)

9% less capital invested

Capital invested by funds: $1.26B → $1.14B (-$116M)

13% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 176

Holders
455
Holders Change
+26
Holders Change %
+6.06%
% of All Funds
5.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
154
Reduced
176
Closed
28
Calls
$719K
Puts
$236K
Net Calls
+$483K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1
Mondrian Investment Partners
United Kingdom
$222M -$3.51M -1,227,331 -2%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$72.5M +$7.75M +2,713,559 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.6M +$15.9M +5,570,723 +29%
Goldman Sachs
4
Goldman Sachs
New York
$61.9M -$1.74M -610,156 -3%
Morgan Stanley
5
Morgan Stanley
New York
$59.2M +$5.72M +2,001,751 +10%
ClearBridge Investments
6
ClearBridge Investments
New York
$59.2M -$11.7M -4,103,335 -16%
LC
7
L1 Capital
Australia
$51.3M +$267M +93,653,671 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$44.6M +$1.29M +453,326 +3%
Northern Trust
9
Northern Trust
Illinois
$42.4M +$11.5M +4,021,039 +35%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$32.8M -$456K -159,641 -1%
Bank of America
11
Bank of America
North Carolina
$30.2M -$8.87M -3,104,353 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.2M -$789K -276,214 -3%
BlackRock
13
BlackRock
New York
$21.7M -$95.3K -33,379 -0.4%
Millennium Management
14
Millennium Management
New York
$19.3M +$14M +4,914,680 +225%
American Century Companies
15
American Century Companies
Missouri
$18M +$1.73M +604,924 +10%
Wells Fargo
16
Wells Fargo
California
$16.6M -$702K -245,863 -4%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$15.2M +$429K +150,178 +3%
CGH
18
Crossmark Global Holdings
Texas
$13.1M -$231K -80,833 -2%
JCM
19
Janney Capital Management
Pennsylvania
$12.7M -$252K -88,138 -2%
CIM
20
Cowen Investment Management
New York
$12M
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$11.9M -$1.48M -516,922 -11%
Raymond James Financial
22
Raymond James Financial
Florida
$11.2M +$11.8M +4,127,209 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$9.84M +$414K +144,945 +4%
BFS
24
Bard Financial Services
Connecticut
$6.6M +$38.6K +13,500 +0.6%
QCM
25
QRG Capital Management
Illinois
$6.45M +$1.18M +411,616 +21%