LYG icon

Lloyds Banking Group
LYG

Overview Fund Activity

341 hedge funds and large institutions have $769M invested in Lloyds Banking Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
140
Reduced
101
Closed
32
Calls
$168K
Puts
$465K
Net Calls
-$297K
Net Calls Change
-$352K

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$12M
2
Citadel Advisors
2
Citadel Advisors
Florida
$10.7M
3
Millennium Management
3
Millennium Management
New York
$21.7M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$10M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$13.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$833K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$25.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
251
Comerica Securities
Michigan
$34.7K +$34.7K +15,765 New
FNWM
252
Financial Network Wealth Management
Utah
$33K – – –
GT
253
Greenleaf Trust
Michigan
$32.8K +$32.8K +14,890 New
National Bank of Canada
254
National Bank of Canada
Quebec, Canada
$32.6K -$2.19K -1,000 -6%
EBA
255
Eagle Bay Advisors
New York
$32.5K +$32.5K +14,778 New
STA
256
Summit Trail Advisors
New York
$30.8K +$30.8K +14,022 New
IC
257
IEQ Capital
California
$30.7K +$8.28K +3,765 +37%
ZIM
258
Zacks Investment Management
Illinois
$30.6K +$22 +10 +0.1%
NAS
259
Nicolet Advisory Services
Wisconsin
$30.4K +$2.69K +1,228 +10%
CW
260
CreativeOne Wealth
Kansas
$30K -$1.04K -478 -3%
PFS
261
Prospera Financial Services
Texas
$30K +$30K +13,614 New
CIAS
262
Capital Investment Advisory Services
North Carolina
$29.7K – – –
SWP
263
Stratos Wealth Partners
Ohio
$29.5K +$5.02K +2,283 +21%
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$29K -$2.52K -1,133 -8%
BHB
265
Bank Hapoalim BM
Israel
$29K – – –
Fisher Asset Management
266
Fisher Asset Management
Washington
$28.7K +$233 +106 +0.8%
VC
267
Veery Capital
Delaware
$28.3K -$1.94K -882 -6%
TCWA
268
Ten Capital Wealth Advisors
Washington
$28K +$6.53K +3,039 +30%
RWB
269
RMR Wealth Builders
New Jersey
$27.9K – – –
LA
270
Latitude Advisors
Florida
$27.7K – – –
CWP
271
Concord Wealth Partners
Virginia
$27.5K +$2.44K +1,108 +10%
FFA
272
Fortune Financial Advisors
Kansas
$26.6K +$26.6K +12,083 New
FWM
273
FMB Wealth Management
California
$26.3K -$7 -3 -0%
FWM
274
Focused Wealth Management
New York
$26.3K +$836 +380 +3%
Lido Advisors
275
Lido Advisors
California
$26.2K +$26.2K +11,923 New
9 10
11
12 13