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Lloyds Banking Group
LYG

Overview Fund Activity

350 hedge funds and large institutions have $678M invested in Lloyds Banking Group in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
122
Reduced
116
Closed
38
Calls
$162K
Puts
$553K
Net Calls
-$391K
Net Calls Change
-$94K

Top Buyers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$62.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.4M
3
Bank of America
3
Bank of America
North Carolina
$19.1M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$11.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$44.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
Millennium Management
2
Millennium Management
New York
$8.87M
3
Citadel Advisors
3
Citadel Advisors
Florida
$362K
4
SCP
4
Stamos Capital Partners
California
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMA
226
Sage Mountain Advisors
Georgia
$49.1K -$417 -196 -0.8%
AssetMark Inc
227
AssetMark Inc
California
$48.3K -$206K -96,760 -81%
PA
228
Parallel Advisors
California
$47.7K -$9.61K -4,513 -17%
WTC
229
WhitTier Trust Company
Nevada
$47.3K – – –
PGFC
230
Peapack-Gladstone Financial Corp
New Jersey
$47K – – –
IC
231
IEQ Capital
California
$45.7K +$16.1K +7,538 +54%
GDP
232
Great Diamond Partners
Maine
$45.3K +$816 +383 +2%
CIA
233
Choate Investment Advisors
Massachusetts
$45.2K +$45.2K +21,228 New
AWA
234
Arkadios Wealth Advisors
Georgia
$44.9K -$9.54K -4,479 -18%
SC
235
Savant Capital
Illinois
$43.6K +$1.11K +523 +3%
DC
236
Davenport & Co
Virginia
$42.9K +$42.9K +20,160 New
PCC
237
Park Circle Company
Maryland
$42.6K – – –
NAS
238
Nicolet Advisory Services
Wisconsin
$42.6K +$14.4K +7,089 +51%
SWM
239
Spire Wealth Management
Virginia
$42.5K +$948 +445 +2%
CWM
240
Centurion Wealth Management
Virginia
$42.5K +$948 +445 +2%
MNBTD
241
Moody National Bank Trust Division
Texas
$41.5K – – –
Fisher Asset Management
242
Fisher Asset Management
Washington
$41.2K +$13.3K +6,253 +48%
SS
243
Simplicity Solutions
Minnesota
$40.6K -$18.9K -8,854 -32%
BFG
244
Bleakley Financial Group
New Jersey
$40.6K -$18.9K -8,854 -32%
IAIM
245
International Assets Investment Management
Florida
$39.7K – – –
BCG
246
Breakwater Capital Group
New Jersey
$39.5K -$9.66K -5,005 -20%
XT
247
XTX Topco
Cayman Islands
$38.6K -$188K -88,354 -83%
WFI
248
West Family Investments
California
$38.5K – – –
FLPIM
249
F.L. Putnam Investment Management
Massachusetts
$38.4K +$38.4K +18,020 New
NRG
250
Nemes Rush Group
Michigan
$37.7K – – –
8 9
10
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