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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
DAS
151
Dynamic Advisor Solutions
Arizona
$140K +$140K +65,750 New
BTI
152
Blue Trust Inc
Georgia
$140K +$78.9K +35,953 +129%
SF
153
Synovus Financial
Georgia
$140K -$17.7K -8,298 -11%
AGC
154
Aspen Grove Capital
Colorado
$129K +$145 +68 +0.1%
CWM
155
CarsonAllaria Wealth Management
Illinois
$129K -$18.6K -8,732 -13%
SFI
156
Susquehanna Fundamental Investments
Pennsylvania
$129K – – –
SFA
157
Sequoia Financial Advisors
Ohio
$126K -$28.9K -13,556 -19%
SSA
158
Schonfeld Strategic Advisors
New York
$125K +$125K +58,800 New
Northwestern Mutual Wealth Management
159
Northwestern Mutual Wealth Management
Wisconsin
$124K +$16.3K +7,675 +15%
Balyasny Asset Management
160
Balyasny Asset Management
Illinois
$123K -$684K -321,303 -85%
State Street
161
State Street
Massachusetts
$121K – – –
CIA
162
Cape Investment Advisory
Georgia
$120K +$5.41K +2,539 +5%
DWT
163
Dorsey & Whitney Trust
South Dakota
$119K +$13.7K +6,428 +13%
BSW
164
Buckingham Strategic Wealth
Missouri
$119K -$17K -8,004 -13%
TSS
165
Two Sigma Securities
New York
$119K -$174K -81,875 -59%
PA
166
PFW Advisors
Georgia
$116K – – –
LSAG
167
Lake Street Advisors Group
New Hampshire
$115K +$10.4K +4,915 +10%
VFA
168
Valeo Financial Advisors
Indiana
$111K -$6.33K -2,972 -5%
PWM
169
Perigon Wealth Management
California
$111K +$56K +26,270 +101%
FDCDDQ
170
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$3.2K -1,500 -3%
FPCP
171
Fort Point Capital Partners
California
$108K +$1.28K +603 +1%
CA
172
Claro Advisors
Massachusetts
$106K -$5.55K -2,606 -5%
PMA
173
Prudent Man Advisors
Illinois
$105K -$3.63K -1,703 -3%
OL
174
Optas LLC
Texas
$101K +$12K +5,636 +14%
VCM
175
Virtue Capital Management
Tennessee
$101K – – –
5 6
7
8 9