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Lloyds Banking Group
LYG

Overview Fund Activity

341 hedge funds and large institutions have $769M invested in Lloyds Banking Group in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 140 increasing their positions, 101 reducing their positions, and 32 closing their positions.

Holders
341
Holders Change
+13
Holders Change %
+3.96%
% of All Funds
5.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
140
Reduced
101
Closed
32
Calls
$168K
Puts
$465K
Net Calls
-$297K
Net Calls Change
-$352K

Top Buyers

1
CGH
1
Crossmark Global Holdings
Texas
$12M
2
Citadel Advisors
2
Citadel Advisors
Florida
$10.7M
3
Millennium Management
3
Millennium Management
New York
$21.7M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$10M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.4M

Top Sellers

1
Jane Street
1
Jane Street
New York
$13.5M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$833K
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$50.8M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$25.3M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$5.84M
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
76
Global Retirement Partners
California
$757K 344,264 +30,972 +10%
VPIM
77
Vanguard Personalized Indexing Management
California
$748K 340,156 +45,987 +16%
Invesco
78
Invesco
Georgia
$715K 324,903 +87,275 +37%
US Bancorp
79
US Bancorp
Minnesota
$648K 294,656 -3,878 -1%
IB
80
Intrust Bank
Kansas
$626K 284,549 +12,189 +4%
YCM
81
Yousif Capital Management
Michigan
$600K 272,942 -13,620 -5%
Squarepoint
82
Squarepoint
New York
$586K 266,389 -100,208 -27%
API
83
Advisor Partners II
California
$540K 245,276 -30,763 -11%
Marshall Wace
84
Marshall Wace
United Kingdom
$511K 232,318 +232,318 New
CA
85
Cetera Advisors
Colorado
$508K 230,880 – –
CLOS
86
Compagnie Lombard Odier SCmA
Switzerland
$506K 229,903 – –
Connor, Clark & Lunn Investment Management (CC&L)
87
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$505K 229,420 +13,205 +6%
LNWWM
88
Laird Norton Wetherby Wealth Management
California
$495K 225,094 -8,582 -4%
Truist Financial
89
Truist Financial
North Carolina
$494K 224,483 +7,728 +4%
FIM
90
Freedom Investment Management
Connecticut
$493K 223,937 -20,647 -8%
NW
91
Naviter Wealth
Arkansas
$491K 223,309 +25,441 +13%
BCI
92
Brinker Capital Investments
Pennsylvania
$489K 222,466 +114,042 +105%
OPS
93
Orion Portfolio Solutions
Nebraska
$489K 222,466 +114,042 +105%
JF
94
Jump Financial
Illinois
$476K 216,301 +175,831 +434%
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
$463K 210,257 -9,263 -4%
Qube Research & Technologies (QRT)
96
Qube Research & Technologies (QRT)
United Kingdom
$451K 204,998 -236,086 -54%
EI
97
Ellevest Inc
New York
$445K 202,333 +2,225 +1%
EWM
98
Edge Wealth Management
New York
$440K 200,000 – –
Charles Schwab
99
Charles Schwab
California
$424K 192,865 +54,666 +40%
LWAM
100
Legacy Wealth Asset Management
Minnesota
$406K 184,611 +1,182 +0.6%
2 3
4
5 6