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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.

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 %
CIAS
251
Capital Investment Advisory Services
North Carolina
$31.3K – – –
NAS
252
Nicolet Advisory Services
Wisconsin
$30.2K -$1.14K -477 -4%
SPWM
253
Straight Path Wealth Management
Michigan
$30.2K – – –
Fisher Asset Management
254
Fisher Asset Management
Washington
$30.1K -$10.2K -4,378 -25%
BHB
255
Bank Hapoalim BM
Israel
$30K – – –
CBFP
256
Cedar Brook Financial Partners
Ohio
$29.9K +$2.88K +1,241 +11%
RWB
257
RMR Wealth Builders
New Jersey
$29.5K – – –
IF
258
Intrua Financial
Texas
$29.2K +$1.12K +499 +4%
LA
259
Latitude Advisors
Florida
$29.2K – – –
KeyBank National Association
260
KeyBank National Association
Ohio
$28.9K +$3.75K +1,617 +15%
AG
261
Ascent Group
Virginia
$28.2K +$28.2K +12,141 New
FWM
262
FMB Wealth Management
California
$27.8K -$9 -4 -0%
KTC
263
Kistler-Tiffany Companies
Pennsylvania
$27.4K – – –
FWM
264
Focused Wealth Management
New York
$26.9K – – –
AAM
265
Auxier Asset Management
Oregon
$26.7K -$11.6K -5,000 -30%
CG
266
Corundum Group
Colorado
$26.6K +$7 +3 +0%
PP
267
Pacifica Partners
Canada
$26.5K – – –
CWP
268
Concord Wealth Partners
Virginia
$26.5K -$4.63K -1,996 -15%
HHGA
269
Halbert Hargrove Global Advisors
California
$26K +$2K +863 +8%
SWP
270
Stratos Wealth Partners
Ohio
$25.8K -$954 -411 -4%
WPW
271
Waldron Private Wealth
Pennsylvania
$25.5K +$25.5K +10,972 New
HPM
272
Hoxton Planning & Management
West Virginia
$24.7K – – –
SCA
273
Snowden Capital Advisors
New York
$24.4K +$24.4K +10,514 New
BIP
274
Blue Investment Partners
California
$24.3K – – –
PPC
275
Park Place Capital
Alabama
$24K – – –
9 10
11
12 13