Lloyds Banking Group
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.
32% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 38
3% more funds holding
Funds holding: 341 → 350 (+9)
5% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 116
0.04% less ownership
Funds ownership: 0.54% → 0.5% (-0.04%)
12% less capital invested
Capital invested by funds: $769M → $678M (-$91.3M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
71% less call options, than puts
Call options by funds: $162K | Put options by funds: $553K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$5.07M |
| 2 |
Renaissance Technologies
New York
|
+$3.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$2.43M |
| 4 |
Natixis Advisors
Boston,
Massachusetts
|
+$1.59M |
| 5 |
Goldman Sachs
New York
|
+$1.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$41.6M |
| 2 |
Millennium Management
New York
|
-$12.4M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$10.2M |
| 4 |
SCP
Stamos Capital Partners
Menlo Park,
California
|
-$9.42M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.07M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
376
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$21K | -10,072 | Closed |
|
|
SIC
377
SFE Investment Counsel
Los Angeles,
California
| – | -$22K | -10,000 | Closed |
|
|
TAM
378
Tucker Asset Management
Littleton,
Colorado
| – | -$20.5K | -9,328 | Closed |
|
|
AF
379
Advisornet Financial
Minnetonka,
Minnesota
| – | -$11.7K | -5,307 | Closed |
|
|
FMP
380
Financial Management Professionals
Austin,
Texas
| – | -$8K | -3,631 | Closed |
|
381
Simplex Trading
Chicago,
Illinois
| – | -$6.87K | -3,168 | Closed |
|
|
BG
382
Bollard Group
Boston,
Massachusetts
| – | -$6K | -2,637 | Closed |
|
|
GIA
383
GHP Investment Advisors
Denver,
Colorado
| – | -$5.6K | -2,604 | Closed |
|
|
M
384
MOTCO
San Antonio,
Texas
| – | -$1.1K | -498 | Closed |
|
|
CAS
385
Coppell Advisory Solutions
Coppell,
Texas
| – | -$432 | -200 | Closed |
|
|
WP
386
WealthPLAN Partners
Omaha,
Nebraska
| – | -$370 | -168 | Closed |
|
|
FBC
387
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$294 | -134 | Closed |
|
|
CFD
388
Creative Financial Designs
Kokomo,
Indiana
| – | -$220 | -100 | Closed |
|
LYG Hedge Fund Activity: Q3 2023 in Review
350 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2023, worth a combined $678M — down 12% from $769M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new LYG positions and 38 closed out — a net gain of 12 holders — while 122 added to existing stakes and 116 trimmed.
The largest buyer was Mondrian Investment Partners, adding an estimated $5.07M. The largest seller was JP Morgan Chase, cutting an estimated $41.6M.
- 350 institutional investors held Lloyds Banking Group (LYG) as of Q3 2023, up from 341 in Q2 2023.
- Funds reported $678M of Lloyds Banking Group stock for Q3 2023, down 12% quarter-over-quarter.
- 50 funds opened new Lloyds Banking Group positions in Q3 2023 and 38 closed out, a net change of +12 holders.
- The largest Lloyds Banking Group buyer in Q3 2023 was Mondrian Investment Partners, an estimated $5.07M added.
- The largest Lloyds Banking Group seller in Q3 2023 was JP Morgan Chase, an estimated $41.6M sold.
Based on aggregated 13F filings for Q3 2023.