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Lloyds Banking Group
LYG

Overview Fund Activity

227 hedge funds and large institutions have $573M invested in Lloyds Banking Group in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 85 increasing their positions, 45 reducing their positions, and 38 closing their positions.

Holders
227
Holders Change
-2
Holders Change %
-0.87%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
39
Increased
85
Reduced
45
Closed
38
Calls
$1.82M
Puts
$2.25M
Net Calls
-$437K
Net Calls Change
-$175K

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$76.1M
2
BlackRock
2
BlackRock
New York
$7.4M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$28.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.56M
5
PPA
5
Parametric Portfolio Associates
Washington
$11M

Top Sellers

1
Jane Street
1
Jane Street
New York
$18.9M
2
GAM
2
Goldentree Asset Management
New York
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$95.8M
4
CS
4
Credit Suisse
Switzerland
$10.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$15.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CGL
151
Clarius Group LLC
Washington
$36K 15,352 +898 +6%
SG Americas Securities
152
SG Americas Securities
New York
$35K 14,871 – –
IC
153
Intersect Capital
California
$34K 14,662 +4,060 +38%
CWM
154
Calamos Wealth Management
Illinois
$34K 14,502 +14,502 New
PA
155
Pinnacle Associates
New York
$31K 13,300 – –
BRWA
156
B. Riley Wealth Advisors
Florida
$31K 12,975 +12,975 New
KP
157
Keel Point
Alabama
$31K 13,160 +13,160 New
EVM
158
Eaton Vance Management
Massachusetts
$31K 13,249 +13,249 New
Cerity Partners
159
Cerity Partners
New York
$30K 12,717 -3,569 -22%
ZIM
160
Zacks Investment Management
Illinois
$30K 12,837 – –
BF
161
BOK Financial
Oklahoma
$30K 12,745 +160 +1%
BHB
162
Bank Hapoalim BM
Israel
$30K 13,000 +13,000 New
PFO
163
Pathstone Family Office
New Jersey
$29K 12,686 +8,086 +176%
GA
164
Gateway Advisory
New Jersey
$28K 12,000 – –
BTWM
165
Baker Tilly Wealth Management
Wisconsin
$27K 11,463 – –
PWPS
166
Pinnacle Wealth Planning Services
Ohio
$27K 11,796 +11,105 +1,607%
NA
167
NewEdge Advisors
Louisiana
$27K 11,438 +11,438 New
APP
168
Avantax Planning Partners
Iowa
$27K 11,551 +11,551 New
SW
169
SVB Wealth
Massachusetts
$27K 11,609 +11,609 New
LSAG
170
Lake Street Advisors Group
New Hampshire
$27K 11,743 +11,743 New
PP
171
Pacifica Partners
Canada
$26K 11,175 -1,000 -8%
OBWG
172
Onyx Bridge Wealth Group
New York
$26K 11,100 – –
HI
173
Harbour Investments
Wisconsin
$26K 11,003 +11,003 New
MFA
174
Mayflower Financial Advisors
Massachusetts
$26K 11,120 +11,120 New
TFA
175
Tranquilli Financial Advisor
New Jersey
$25K 10,972 -682 -6%
5 6
7
8 9