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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 %
PWM
176
Perigon Wealth Management
California
$25K 10,599 +10,599 New
APA
177
American Portfolios Advisors
New York
$24.6K 10,599 +10,500 +10,606%
CA
178
Claro Advisors
Massachusetts
$24K 10,550 – –
SPC
179
Sigma Planning Corp
Michigan
$24K 10,364 +100 +1%
First Eagle Investment Management
180
First Eagle Investment Management
New York
$24K 10,168 +5,066 +99%
TCWA
181
Ten Capital Wealth Advisors
Washington
$23K 10,000 – –
KTC
182
Kistler-Tiffany Companies
Pennsylvania
$23K 10,118 – –
MGIA
183
Moneta Group Investment Advisors
Missouri
$23K 9,914 +9,914 New
PGFC
184
Peapack-Gladstone Financial Corp
New Jersey
$23K 10,000 +10,000 New
CWP
185
Concord Wealth Partners
Virginia
$22K 9,287 -1,080 -10%
DOA
186
D'Orazio & Associates
Virginia
$20K 8,547 – –
AIC
187
Ameritas Investment Company
Nebraska
$20K 8,603 +8,603 New
HCP
188
Hexagon Capital Partners
Arkansas
$13K 5,813 – –
NFG
189
Next Financial Group
Texas
$12K 5,306 – –
WWM
190
Wolff Wiese Magana
California
$10K 4,294 +321 +8%
CA
191
Clearstead Advisors
Ohio
$8K 3,330 +3,330 New
FGAM
192
Financial Gravity Asset Management
Texas
$7.08K 3,050 +120 +4%
AF
193
Advisornet Financial
Minnesota
$7K 3,103 – –
SPIA
194
Steward Partners Investment Advisory
New York
$6.76K 2,913 – –
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$6K 2,603 +333 +15%
GWS
196
Glassman Wealth Services
Virginia
$6K 2,583 +787 +44%
IRC
197
Investors Research Corp
Georgia
$5K 2,135 – –
Carson Wealth (CWM LLC)
198
Carson Wealth (CWM LLC)
Nebraska
$5K 2,048 – –
Barclays
199
Barclays
United Kingdom
$5K 2,050 – –
First Manhattan
200
First Manhattan
New York
$5K 2,408 – –
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