We are live on ! Find out more
LYG icon

Lloyds Banking Group

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

106% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 72

84% more capital invested

Capital invested by funds: $749M → $1.38B (+$627M)

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

15% more call options, than puts

Call options by funds: $415K | Put options by funds: $360K

3% more funds holding

Funds holding: 318328 (+10)

0.01% more ownership

Funds ownership: 0.53%0.55% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.23%
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
Name Holding Trade Value Shares
Change
Change in
Stake
ZB
301
Zions Bancorporation
Utah
$5.33K -$6.16K -2,545 -53%
IRC
302
Investors Research Corp
Georgia
$4.95K
BAM
303
Belpointe Asset Management
Nevada
$4.82K -$16K -6,598 -76%
Barclays
304
Barclays
United Kingdom
$4.76K
FGAM
305
Financial Gravity Asset Management
Texas
$4.67K
NA
306
NewEdge Advisors
Louisiana
$4.63K -$22.5K -9,308 -82%
Fifth Third Bancorp
307
Fifth Third Bancorp
Ohio
$4.6K +$2.7K +1,116 +129%
TPCW
308
TD Private Client Wealth
New York
$3.99K +$3K +1,241 +260%
CCA
309
Column Capital Advisors
Indiana
$3.59K
SC
310
Schubert & Co
Texas
$3.56K +$2.99K +1,236 +418%
HWM
311
HighMark Wealth Management
Minnesota
$3.5K
BAM
312
Bellevue Asset Management
Washington
$3.43K
TRCT
313
Tower Research Capital (TRC)
New York
$3K -$13.3K -5,489 -81%
GBT
314
Grove Bank & Trust
Florida
$2.32K
Commonwealth Equity Services
315
Commonwealth Equity Services
Massachusetts
$2.18K -$15.6K -6,440 -0.7%
ONST
316
Old North State Trust
North Carolina
$2K
UB
317
UMB Bank
Missouri
$1.67K
AAS
318
Ameritas Advisory Services
Nebraska
$1.41K +$1.45K +599 New
FSWA
319
Financial Synergies Wealth Advisors
Texas
$1.24K
BIA
320
Bell Investment Advisors
California
$1.09K
FFA
321
Farther Finance Advisors
California
$1.09K
ACM
322
Antonetti Capital Management
Florida
$1.05K
HFS
323
Hantz Financial Services
Michigan
$1K
BAAM
324
Baker Avenue Asset Management
California
$963 +$1K +415 New
NF
325
Norwood Financial
Pennsylvania
$473

LYG Hedge Fund Activity: Q1 2023 in Review

328 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2023, worth a combined $1.38B — up 84% from $749M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new LYG positions and 22 closed out — a net gain of 15 holders — while 148 added to existing stakes and 72 trimmed.

The largest buyer was Optiver Holding, opening a new position worth an estimated $16.9M. The largest seller was Citadel Advisors, cutting an estimated $18.5M.

  • 328 institutional investors held Lloyds Banking Group (LYG) as of Q1 2023, up from 318 in Q4 2022.
  • Funds reported $1.38B of Lloyds Banking Group stock for Q1 2023, up 84% quarter-over-quarter.
  • 37 funds opened new Lloyds Banking Group positions in Q1 2023 and 22 closed out, a net change of +15 holders.
  • The largest Lloyds Banking Group buyer in Q1 2023 was Optiver Holding, an estimated $16.9M added.
  • The largest Lloyds Banking Group seller in Q1 2023 was Citadel Advisors, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2023.