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Lloyds Banking Group
LYG

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: 318 → 328 (+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: 1 → 1 (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

Top Buyers

1
Optiver Holding
Optiver Holding
Netherlands
+$16.9M
2
Morgan Stanley
Morgan Stanley
New York
+$10.9M
3
Bank of America
Bank of America
North Carolina
+$6.51M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$3.08M
5
Goldman Sachs
Goldman Sachs
New York
+$3M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$18.5M
2
Jane Street
Jane Street
New York
-$17.3M
3
JP Morgan Chase
JP Morgan Chase
New York
-$10.5M
4
Millennium Management
Millennium Management
New York
-$5.89M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$4.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
Russell Investments Group
326
Russell Investments Group
United Kingdom
$469 +$489 +202 New
WP
327
WealthPLAN Partners
Nebraska
$390 +$407 +168 New
HNB
328
Huntington National Bank
Ohio
$2 -$23K -9,501 -100%
SAM
329
Silvercrest Asset Management
New York
– -$1.79M -811,584 Closed
XC
330
XY Capital
Hong Kong
– -$306K -139,052 Closed
Luther King Capital Management (LKCM)
331
Luther King Capital Management (LKCM)
Texas
– -$143K -65,000 Closed
Simplex Trading
332
Simplex Trading
Illinois
– -$131K -53,973 Closed
CC
333
Centiva Capital
New York
– -$86.2K -39,161 Closed
PAS
334
Park Avenue Securities
New York
– -$81K -37,015 Closed
TWM
335
Tanager Wealth Management
United Kingdom
– -$60.7K -27,575 Closed
WANY
336
Wealthspire Advisors (New York)
New York
– -$57.2K -26,021 Closed
VF
337
Virtu Financial
New York
– -$50K -22,585 Closed
IA
338
IFG Advisory
Georgia
– -$35K -16,093 Closed
GCAC
339
Guardian Capital Advisors (Canada)
Ontario, Canada
– -$35.7K -15,000 Closed
TF
340
Trek Financial
Arizona
– -$32.1K -14,575 Closed
BWM
341
Bulltick Wealth Management
Florida
– -$25.7K -11,700 Closed
Koshinski Asset Management
342
Koshinski Asset Management
Illinois
– -$25.1K -11,388 Closed
SWS
343
SYSTM Wealth Solutions
Illinois
– -$23.4K -10,653 Closed
CCM
344
Coldstream Capital Management
Washington
– -$22.5K -10,237 Closed
Thrivent Financial for Lutherans
345
Thrivent Financial for Lutherans
Minnesota
– -$23K -10,193 Closed
ODG
346
O'Dell Group
Ohio
– -$22.3K -10,152 Closed
DWP
347
Destiny Wealth Partners
Florida
– -$7.71K -3,507 Closed
MCC
348
Money Concepts Capital
Florida
– -$4.39K -1,997 Closed
AWM
349
Avior Wealth Management
Nebraska
– -$1.81K -825 Closed
AWM
350
Accurate Wealth Management
Florida
– -$954 -408 Closed
10 11 12 13
14

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.