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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
BSW
151
Buckingham Strategic Wealth
Missouri
$141K -$6.33K -2,875 -4%
MOS
152
MGO One Seven
Ohio
$139K -$112K -50,796 -45%
AGC
153
Aspen Grove Capital
Colorado
$133K -$39.2K -17,833 -23%
SFI
154
Susquehanna Fundamental Investments
Pennsylvania
$133K -$1.66M -754,227 -93%
CCA
155
Checchi Capital Advisers
California
$132K +$21.8K +9,926 +20%
SIA
156
Schechter Investment Advisors
Michigan
$131K +$16.4K +7,448 +14%
State Street
157
State Street
Massachusetts
$125K – – –
BP
158
Ballentine Partners
Massachusetts
$123K +$31.2K +14,171 +34%
VFA
159
Valeo Financial Advisors
Indiana
$122K +$52.2K +23,720 +75%
SXL
160
Summit X LLC
Missouri
$119K +$18.4K +8,353 +18%
CIA
161
Cape Investment Advisory
Georgia
$119K +$11K +5,015 +10%
PA
162
PFW Advisors
Georgia
$117K +$117K +54,635 New
FDCDDQ
163
Federation des caisses Desjardins du Quebec
Quebec, Canada
$115K – – –
CA
164
Claro Advisors
Massachusetts
$115K +$78.6K +35,743 +218%
PMA
165
Prudent Man Advisors
Illinois
$112K – – –
RJT
166
Raymond James Trust
Florida
$112K +$39.6K +18,007 +55%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$112K +$6.22K +2,826 +6%
CCA
168
Cottonwood Capital Advisors
Utah
$111K -$18.8K -8,566 -15%
FPCP
169
Fort Point Capital Partners
California
$110K – – –
DWT
170
Dorsey & Whitney Trust
South Dakota
$109K -$26.3K -11,958 -19%
LSAG
171
Lake Street Advisors Group
New Hampshire
$108K +$867 +395 +0.8%
CAAS
172
Capital Asset Advisory Services
Michigan
$107K -$21.4K -9,383 -17%
BWP
173
BSW Wealth Partners
Colorado
$106K -$2.17K -984 -2%
EFSCE
174
Enterprise Financial Services Corp (EFSC)
Missouri
$105K +$6.27K +2,850 +6%
RCAG
175
Rehmann Capital Advisory Group
Michigan
$103K +$47.1K +21,404 +84%
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