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Lloyds Banking Group
LYG

Overview Fund Activity

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$567M
2
Optiver Holding
2
Optiver Holding
Netherlands
$16.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.2M
4
Bank of America
4
Bank of America
North Carolina
$20.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.21M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Jane Street
2
Jane Street
New York
$64.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62.2M
4
Millennium Management
4
Millennium Management
New York
$13.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
Corient Private Wealth
126
Corient Private Wealth
Florida
$217K 93,702 +17,355 +23%
Cambridge Investment Research Advisors
127
Cambridge Investment Research Advisors
Iowa
$205K 88,375 -22,762 -20%
BTI
128
Blue Trust Inc
Georgia
$204K 92,780 +43,953 +90%
CWS
129
Cypress Wealth Services
California
$204K 87,916 +1,112 +1%
ASN
130
Advisory Services Network
Georgia
$204K 87,891 +4,744 +6%
MW
131
Marcum Wealth
Ohio
$190K 81,979 +13,425 +20%
VIA
132
Vident Investment Advisory
Georgia
$189K 81,679 +29,142 +55%
SF
133
Synovus Financial
Georgia
$189K 81,365 – –
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$189K 81,293 +15,981 +24%
HSBC Holdings
135
HSBC Holdings
United Kingdom
$184K 79,097 +79,097 New
AGC
136
Aspen Grove Capital
Colorado
$182K 78,432 +6,920 +10%
SC
137
Scotia Capital
Ontario, Canada
$182K 78,269 – –
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
$179K 77,039 +1,351 +2%
SFA
139
Sequoia Financial Advisors
Ohio
$178K 76,804 +16,045 +26%
AWAP
140
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$177K 76,437 -2,374 -3%
SPP
141
Single Point Partners
Massachusetts
$175K 75,622 – –
GWM
142
Gitterman Wealth Management
New Jersey
$168K 72,544 +1,735 +2%
CAM
143
Cidel Asset Management
Ontario, Canada
$165K 71,029 – –
IAA
144
Independent Advisor Alliance
North Carolina
$162K 69,902 +1,312 +2%
CWM
145
CarsonAllaria Wealth Management
Illinois
$158K 68,124 -640 -0.9%
PFO
146
Pathstone Family Office
New Jersey
$150K 64,592 -165,118 -72%
BSW
147
Buckingham Strategic Wealth
Missouri
$147K 66,757 – –
DWT
148
Dorsey & Whitney Trust
South Dakota
$143K 61,469 +14,440 +31%
CSS
149
Cubist Systematic Strategies
Connecticut
$141K 60,615 -466,551 -89%
Toronto Dominion Bank
150
Toronto Dominion Bank
Ontario, Canada
$137K 58,871 +10,000 +20%
4 5
6
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