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Lloyds Banking Group
LYG

253 hedge funds and large institutions have $600M invested in Lloyds Banking Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

42% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 69

4% more funds holding

Funds holding: 243 → 253 (+10)

0.03% less ownership

Funds ownership: 0.38% → 0.35% (-0.03%)

13% less capital invested

Capital invested by funds: $688M → $600M (-$88.4M)

38% less call options, than puts

Call options by funds: $892K | Put options by funds: $1.44M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
98
Reduced
69
Closed
25
Calls
$892K
Puts
$1.44M
Net Calls
-$547K
Net Calls Change
-$1.47M

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$4.15M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$4.11M
3
PPA
Parametric Portfolio Associates
Washington
+$3.89M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$3.45M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$2.65M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$27M
2
Northern Trust
Northern Trust
Illinois
-$9.46M
3
SG Americas Securities
SG Americas Securities
New York
-$9.38M
4
OMC
Old Mission Capital
Illinois
-$8.78M
5
Bank of America
Bank of America
North Carolina
-$6.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$3.45M +$3.45M +1,406,757 New
CIBC World Market
27
CIBC World Market
Ontario, Canada
$3.07M -$959K -391,362 -24%
AMG
28
Advisors Management Group
Wisconsin
$2.83M +$19.1K +7,798 +0.7%
First Trust Advisors
29
First Trust Advisors
Illinois
$2.81M +$764K +311,923 +37%
Millennium Management
30
Millennium Management
New York
$2.73M -$5.72M -2,333,536 -68%
DS
31
DRW Securities
Illinois
$2.67M – – –
American Century Companies
32
American Century Companies
Missouri
$2.5M – – –
SFI
33
Susquehanna Fundamental Investments
Pennsylvania
$2.48M +$2.48M +1,011,331 New
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$2.4M +$67.7K +27,635 +3%
CGH
35
Crossmark Global Holdings
Texas
$2.35M -$11.6K -4,716 -0.5%
FIA
36
FNY Investment Advisers
New York
$2.25M -$285K -116,409 -11%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$2.2M -$325K -132,504 -13%
OAM
38
Oppenheimer Asset Management
New York
$2.04M -$64.7K -26,407 -3%
CWM
39
Calamos Wealth Management
Illinois
$1.95M +$23.8K +9,713 +1%
SAM
40
Silvercrest Asset Management
New York
$1.94M -$490 -200 -0%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$1.83M +$200K +81,493 +12%
HJIM
42
Henry James International Management
New York
$1.72M – – –
Natixis Advisors
43
Natixis Advisors
Massachusetts
$1.71M +$190K +77,398 +12%
Ameriprise
44
Ameriprise
Minnesota
$1.55M +$264K +107,945 +21%
SFA
45
Semmax Financial Advisors
North Carolina
$1.44M -$88.7K -36,222 -6%
BCM
46
Brasada Capital Management
Texas
$1.34M +$20K +8,152 +2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.34M +$189K +77,244 +16%
Citigroup
48
Citigroup
New York
$1.28M -$2.56M -1,045,321 -67%
CA
49
Cetera Advisors
Colorado
$1.04M -$13K -5,300 -1%
AC
50
Apogem Capital
New York
$1.04M -$372K -151,844 -8%
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LYG Hedge Fund Activity: Q3 2021 in Review

253 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2021, worth a combined $600M — down 13% from $688M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LYG positions and 25 closed out — a net gain of 13 holders — while 98 added to existing stakes and 69 trimmed.

The largest buyer was Jane Street, adding an estimated $4.15M. The largest seller was Morgan Stanley, cutting an estimated $27M.

  • 253 institutional investors held Lloyds Banking Group (LYG) as of Q3 2021, up from 243 in Q2 2021.
  • Funds reported $600M of Lloyds Banking Group stock for Q3 2021, down 13% quarter-over-quarter.
  • 38 funds opened new Lloyds Banking Group positions in Q3 2021 and 25 closed out, a net change of +13 holders.
  • The largest Lloyds Banking Group buyer in Q3 2021 was Jane Street, an estimated $4.15M added.
  • The largest Lloyds Banking Group seller in Q3 2021 was Morgan Stanley, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2021.