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Lloyds Banking Group
LYG

Overview Fund Activity

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$567M
2
Optiver Holding
2
Optiver Holding
Netherlands
$16.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.2M
4
Bank of America
4
Bank of America
North Carolina
$20.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.21M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Jane Street
2
Jane Street
New York
$64.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62.2M
4
Millennium Management
4
Millennium Management
New York
$13.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCC
226
Park Circle Company
Maryland
$46.4K – – –
IAIM
227
International Assets Investment Management
Florida
$45.9K -$6.36K -2,743 -12%
NRC
228
New Republic Capital
North Carolina
$45.7K +$3.06K +1,318 +7%
MP
229
McDonald Partners
Ohio
$45.3K -$1.27K -548 -3%
CFGS
230
Concourse Financial Group Securities
Alabama
$44.1K -$7.77K -3,348 -15%
WFI
231
West Family Investments
California
$42K – – –
CC
232
Copperleaf Capital
North Carolina
$40.9K +$40.9K +17,628 New
AAM
233
Advisors Asset Management
Colorado
$39.9K -$14 -6 -0%
KPWS
234
Kestra Private Wealth Services
Texas
$38.2K +$38.2K +16,451 New
CA
235
Claro Advisors
Massachusetts
$38K – – –
OKSA
236
O'Keefe Stevens Advisory
New York
$37.6K +$37.6K +16,221 New
National Bank of Canada
237
National Bank of Canada
Quebec, Canada
$37K +$2.33K +1,000 +7%
FLPIM
238
F.L. Putnam Investment Management
Massachusetts
$36.8K +$36.8K +15,870 New
NWM
239
NEIRG Wealth Management
Massachusetts
$35.1K +$4.99K +2,150 +17%
SWM
240
Spire Wealth Management
Virginia
$34.4K +$30.4K +13,123 +762%
CWM
241
Centurion Wealth Management
Virginia
$34.4K +$4.72K +2,036 +16%
FNWM
242
Financial Network Wealth Management
Utah
$34.4K – – –
UCFA
243
United Capital Financial Advisors
Texas
$33.9K +$8.49K +3,660 +33%
GDP
244
Great Diamond Partners
Maine
$33.8K +$7.54K +3,249 +29%
SPC
245
Sigma Planning Corp
Michigan
$33.4K +$33.4K +14,390 New
CW
246
CreativeOne Wealth
Kansas
$33K -$2.66K -1,144 -7%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$33K +$803 +345 +2%
SG
248
StoneX Group
New York
$32.4K +$32.4K +13,970 New
ZIM
249
Zacks Investment Management
Illinois
$32.2K – – –
VC
250
Veery Capital
Delaware
$31.9K -$90 -39 -0.3%
8 9
10
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