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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 %
MOS
126
MGO One Seven
Ohio
$229K 107,395 +44,162 +70%
CA
127
Continuum Advisory
Idaho
$227K 106,360 +3,296 +3%
PAS
128
Park Avenue Securities
New York
$213K 99,904 +99,904 New
Corient Private Wealth
129
Corient Private Wealth
Florida
$212K 99,769 +3,790 +4%
QI
130
Qtron Investments
Massachusetts
$211K 99,222 – –
FFM
131
Forum Financial Management
Illinois
$211K 98,913 – –
CG
132
Caprock Group
Idaho
$202K 94,947 -8,903 -9%
EARNEST Partners
133
EARNEST Partners
Georgia
$195K 91,709 +4,700 +5%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$195K 91,326 +13,700 +18%
IAA
135
Independent Advisor Alliance
North Carolina
$191K 89,453 +18,320 +26%
FIA
136
Foundations Investment Advisors
Arizona
$189K 88,962 -55,134 -38%
ASN
137
Advisory Services Network
Georgia
$188K 88,060 +78 +0.1%
TRCT
138
Tower Research Capital (TRC)
New York
$184K 86,322 +48,519 +128%
BWP
139
BSW Wealth Partners
Colorado
$178K 83,611 +35,599 +74%
MW
140
Marcum Wealth
Ohio
$178K 83,428 +1,664 +2%
SI
141
Stephens Inc
Arkansas
$173K 80,999 +4,925 +6%
HSBC Holdings
142
HSBC Holdings
United Kingdom
$169K 79,506 -827 -1%
ECM
143
Evergreen Capital Management
Washington
$168K 79,094 -12,029 -13%
BP
144
Ballentine Partners
Massachusetts
$168K 78,666 +22,911 +41%
AAS
145
Avantax Advisory Services
Texas
$167K 78,452 +45,050 +135%
RB
146
Rodgers Brothers
Pennsylvania
$164K 77,000 +77,000 New
AWAP
147
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$163K 76,437 – –
GWM
148
Gitterman Wealth Management
New Jersey
$154K 72,486 +4,656 +7%
Toronto Dominion Bank
149
Toronto Dominion Bank
Ontario, Canada
$148K 69,605 – –
CAM
150
Cidel Asset Management
Ontario, Canada
$146K 68,533 – –
4 5
6
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