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Lloyds Banking Group
LYG

253 hedge funds and large institutions have $600M invested in Lloyds Banking Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

42% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 69

4% more funds holding

Funds holding: 243 → 253 (+10)

0.03% less ownership

Funds ownership: 0.38% → 0.35% (-0.03%)

13% less capital invested

Capital invested by funds: $688M → $600M (-$88.4M)

38% less call options, than puts

Call options by funds: $892K | Put options by funds: $1.44M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
98
Reduced
69
Closed
25
Calls
$892K
Puts
$1.44M
Net Calls
-$547K
Net Calls Change
-$1.47M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.15M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.11M
3
PPA
Parametric Portfolio Associates
Washington
+$3.89M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.45M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27M
2
Northern Trust
Northern Trust
Illinois
-$9.46M
3
SG Americas Securities
SG Americas Securities
New York
-$9.38M
4
OMC
Old Mission Capital
Illinois
-$8.78M
5
Bank of America
Bank of America
North Carolina
-$6.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
DTL
251
Dynamic Technology Lab
Singapore
– -$300K -117,546 Closed
Parallax Volatility Advisers
252
Parallax Volatility Advisers
California
– -$255K -100,000 Closed
Deutsche Bank
253
Deutsche Bank
Germany
– -$127K -49,766 Closed
PP
254
Paloma Partners
Connecticut
– -$101K -39,398 Closed
Wolverine Trading
255
Wolverine Trading
Illinois
– -$73.3K -29,917 Closed
BWP
256
BSW Wealth Partners
Colorado
– -$53K -20,899 Closed
GBT
257
Grove Bank & Trust
Florida
– -$46K -18,000 Closed
KPW
258
Kore Private Wealth
New York
– -$43K -16,868 Closed
Marshall Wace
259
Marshall Wace
United Kingdom
– -$34K -13,369 Closed
PA
260
Pinnacle Associates
New York
– -$34K -13,300 Closed
N
261
Nuveen
North Carolina
– -$34K -13,283 Closed
RCM
262
Radnor Capital Management
Pennsylvania
– -$32K -12,500 Closed
Franklin Resources
263
Franklin Resources
California
– -$30K -11,616 Closed
MFA
264
Mayflower Financial Advisors
Massachusetts
– -$28K -11,120 Closed
DWT
265
Dorsey & Whitney Trust
South Dakota
– -$27K -10,557 Closed
GT
266
Glenmede Trust
Pennsylvania
– -$25K -10,049 Closed
SL
267
Savior LLC
Massachusetts
– -$2K -688 Closed
SCA
268
Stonebridge Capital Advisors
Minnesota
– -$1K -461 Closed
Toronto Dominion Bank
269
Toronto Dominion Bank
Ontario, Canada
– -$1K -345 Closed
BC
270
Bartlett & Co
Ohio
– -$1K -263 Closed
BCWM
271
Bartlett & Co Wealth Management
Ohio
– -$671 -263 Closed
HWA
272
HHM Wealth Advisors
Tennessee
– -$1K -225 Closed
CPC
273
Consolidated Planning Corp
Georgia
– +$20 +8 New
KIG
274
Kowal Investment Group
Wisconsin
– +$66 +27 New
CFA
275
Carroll Financial Associates
North Carolina
– +$593 +242 New
8 9 10
11
12

LYG Hedge Fund Activity: Q3 2021 in Review

253 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2021, worth a combined $600M — down 13% from $688M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LYG positions and 25 closed out — a net gain of 13 holders — while 98 added to existing stakes and 69 trimmed.

The largest buyer was Jane Street, adding an estimated $4.15M. The largest seller was Morgan Stanley, cutting an estimated $27M.

  • 253 institutional investors held Lloyds Banking Group (LYG) as of Q3 2021, up from 243 in Q2 2021.
  • Funds reported $600M of Lloyds Banking Group stock for Q3 2021, down 13% quarter-over-quarter.
  • 38 funds opened new Lloyds Banking Group positions in Q3 2021 and 25 closed out, a net change of +13 holders.
  • The largest Lloyds Banking Group buyer in Q3 2021 was Jane Street, an estimated $4.15M added.
  • The largest Lloyds Banking Group seller in Q3 2021 was Morgan Stanley, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2021.