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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.

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 Market Value Shares Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$613K 287,840 -6,816 -2%
QT
77
Quantbot Technologies
New York
$612K 287,358 +150,630 +110%
HIIFS
78
Harel Insurance Investments & Financial Services
Israel
$611K 286,740 +286,740 New
IB
79
Intrust Bank
Kansas
$606K 284,385 -164 -0.1%
Truist Financial
80
Truist Financial
North Carolina
$568K 266,567 +42,084 +19%
YCM
81
Yousif Capital Management
Michigan
$565K 265,182 -7,760 -3%
Charles Schwab
82
Charles Schwab
California
$555K 260,350 +67,485 +35%
CAPTRUST Financial Advisors
83
CAPTRUST Financial Advisors
North Carolina
$542K 254,356 +174,831 +220%
API
84
Advisor Partners II
California
$530K 249,040 +3,764 +2%
PAG
85
Private Advisor Group
New Jersey
$528K 247,732 -360,033 -59%
NW
86
Naviter Wealth
Arkansas
$527K 247,290 +23,981 +11%
CA
87
Cetera Advisors
Colorado
$496K 233,086 +2,206 +1%
Envestnet Portfolio Solutions
88
Envestnet Portfolio Solutions
Illinois
$490K 230,226 +230,226 New
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$490K 229,903 – –
BCI
90
Brinker Capital Investments
Pennsylvania
$489K 229,741 +7,275 +3%
OPS
91
Orion Portfolio Solutions
Nebraska
$489K 229,741 +7,275 +3%
Connor, Clark & Lunn Investment Management (CC&L)
92
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$488K 229,276 -144 -0.1%
BCAM
93
Boston Common Asset Management
Massachusetts
$478K 224,337 -1,126,163 -83%
EI
94
Ellevest Inc
New York
$472K 221,439 +19,106 +9%
Susquehanna International Group
95
Susquehanna International Group
Pennsylvania
$465K 218,253 +179,741 +467%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$446K 209,497 -760 -0.4%
Invesco
97
Invesco
Georgia
$433K 203,311 -121,592 -37%
EWM
98
Edge Wealth Management
New York
$426K 200,000 – –
CAM
99
Cresset Asset Management
Illinois
$414K 194,520 +19,108 +11%
LNWWM
100
Laird Norton Wetherby Wealth Management
California
$412K 193,518 -31,576 -14%
2 3
4
5 6