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Lloyds Banking Group
LYG

Overview Fund Activity

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$567M
2
Optiver Holding
2
Optiver Holding
Netherlands
$16.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.2M
4
Bank of America
4
Bank of America
North Carolina
$20.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.21M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Jane Street
2
Jane Street
New York
$64.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62.2M
4
Millennium Management
4
Millennium Management
New York
$13.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
176
CFO4Life Group
Texas
$106K +$22.2K +9,584 +27%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$104K -$1.63K -703 -2%
BP
178
Ballentine Partners
Massachusetts
$96.5K – – –
HFP
179
Holistic Financial Partners
Indiana
$96.2K -$529 -228 -0.5%
JF
180
Jump Financial
Illinois
$93.9K +$34.6K +14,932 +58%
PTP
181
Platform Technology Partners
New York
$93.4K – – –
PMG
182
ProVise Management Group
Florida
$92.6K -$9.28K -4,000 -9%
KAS
183
Kestra Advisory Services
Texas
$88.5K -$54.4K -23,463 -38%
LFA
184
Legacy Financial Advisors
Kentucky
$87.9K +$7.15K +3,082 +9%
OL
185
Optas LLC
Texas
$87.4K -$8.96K -3,862 -9%
AAS
186
Avantax Advisory Services
Texas
$84.3K -$12.7K -5,478 -13%
GT
187
Glenmede Trust
Pennsylvania
$82.7K +$32.7K +14,113 +66%
BCM
188
Brookstone Capital Management
Illinois
$77.6K +$3.56K +1,494 +5%
RJT
189
Raymond James Trust
Florida
$76K +$613 +265 +0.8%
AWM
190
Apollon Wealth Management
South Carolina
$75.3K +$773 +333 +1%
LC
191
Lindbrook Capital
California
$74.4K +$7.27K +3,132 +11%
VFA
192
Valeo Financial Advisors
Indiana
$73.3K +$1.62K +700 +2%
SRC
193
Sage Rhino Capital
California
$72.3K +$6.93K +2,985 +11%
WRPWM
194
Werba Rubin Papier Wealth Management
California
$71.7K – – –
PP
195
PDS Planning
Ohio
$70.4K +$29.4K +12,684 +72%
HTC
196
Haverford Trust Company
Pennsylvania
$69.8K +$69.8K +30,072 New
CC
197
Chicago Capital
Illinois
$69.6K – – –
USCWA
198
U.S. Capital Wealth Advisors
Texas
$69.6K – – –
FOA
199
Five Oceans Advisors
California
$67.5K – – –
BPA
200
Beacon Pointe Advisors
California
$66.6K +$10.8K +4,652 +19%
6 7
8
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