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Lloyds Banking Group
LYG

Overview Fund Activity

350 hedge funds and large institutions have $678M invested in Lloyds Banking Group in 2023 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 116 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
350
Holders Change
+9
Holders Change %
+2.64%
% of All Funds
5.58%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
50
Increased
122
Reduced
116
Closed
38
Calls
$162K
Puts
$553K
Net Calls
-$391K
Net Calls Change
-$94K

Top Buyers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$62.1M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$6.4M
3
Bank of America
3
Bank of America
North Carolina
$19.1M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$11.3M
5
Goldman Sachs
5
Goldman Sachs
New York
$44.7M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$8.33M
2
Millennium Management
2
Millennium Management
New York
$8.87M
3
Citadel Advisors
3
Citadel Advisors
Florida
$362K
4
SCP
4
Stamos Capital Partners
California
$0
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$36.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
326
Parkside Financial Bank & Trust
Missouri
$2.62K +$366 +172 +16%
Jones Financial Companies
327
Jones Financial Companies
Missouri
$2.57K +$2.57K +1,206 New
HWM
328
HighMark Wealth Management
Minnesota
$2.23K +$23 +11 +1%
Kayne Anderson Rudnick Investment Management
329
Kayne Anderson Rudnick Investment Management
California
$2.06K – – –
FWM
330
Focused Wealth Management
New York
$1.76K -$23.7K -11,139 -93%
TFM
331
TFC Financial Management
Massachusetts
$1.7K +$1.7K +800 New
UB
332
UMB Bank
Missouri
$1.53K -$17.6K -8,280 -92%
FFA
333
Farther Finance Advisors
California
$1.36K +$358 +168 +36%
BAM
334
Bellevue Asset Management
Washington
$1.34K – – –
FCA
335
FinTrust Capital Advisors
South Carolina
$1.15K +$1.15K +540 New
HFS
336
HBC Financial Services
Washington
$1K +$1K +500 New
ACM
337
Antonetti Capital Management
Florida
$968 – – –
FSWA
338
Financial Synergies Wealth Advisors
Texas
$959 – – –
HCP
339
Hexagon Capital Partners
Arkansas
$799 – – –
BCM
340
Bourgeon Capital Management
Connecticut
$686 +$686 +322 New
FGAM
341
Financial Gravity Asset Management
Texas
$617 +$613 +315 +15,750%
AWM
342
Abound Wealth Management
Tennessee
$535 – – –
CPG
343
Cornerstone Planning Group
New Jersey
$533 +$298 +140 +127%
BIA
344
Bell Investment Advisors
California
$531 – – –
NF
345
Norwood Financial
Pennsylvania
$434 – – –
PWA
346
Provenance Wealth Advisors
Florida
$371 +$371 +174 New
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
$304 +$304 +142 New
MHR
348
Matthew Hamilton Rosenberg
$94 – – –
ICM
349
Intrepid Capital Management
Florida
$72 – – –
HNB
350
Huntington National Bank
Ohio
$2 -$2.2K -1,102 -100%
12 13
14
15 16