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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 %
DWM
201
Drive Wealth Management
Utah
$66K -$838 -361 -1%
AA
202
Addison Advisors
Vermont
$63.8K +$4.5K +1,941 +8%
BFG
203
Bleakley Financial Group
New Jersey
$63.2K +$3.4K +1,465 +6%
SS
204
Simplicity Solutions
Minnesota
$63.2K +$24.9K +10,728 +65%
MNBTD
205
Moody National Bank Trust Division
Texas
$62.9K -$246 -106 -0.4%
PCS
206
Personal CFO Solutions
New Jersey
$60.4K -$10.6K -4,550 -15%
GCP
207
GSA Capital Partners
United Kingdom
$60K +$60K +25,817 New
TFA
208
Tranquilli Financial Advisor
New Jersey
$60K -$3.15K -1,357 -5%
BCG
209
Breakwater Capital Group
New Jersey
$59.1K +$4.2K +1,809 +8%
RCAG
210
Rehmann Capital Advisory Group
Michigan
$58.9K +$227 +98 +0.4%
LNC
211
Lincoln National Corp
Pennsylvania
$58.1K -$12K -5,179 -17%
CT
212
Colonial Trust
South Carolina
$58K – – –
SMA
213
Sage Mountain Advisors
Georgia
$57.7K +$57.7K +24,861 New
OWA
214
Octavia Wealth Advisors
Ohio
$57.3K – – –
KP
215
Keel Point
Alabama
$57K +$1.14K +490 +2%
MSA
216
Marino Stram & Associates
Massachusetts
$56.8K +$10.9K +4,678 +24%
AWA
217
Arkadios Wealth Advisors
Georgia
$55.5K -$10.9K -4,713 -16%
SI
218
Stephens Inc
Arkansas
$54.6K +$54.6K +23,550 New
WA
219
Wealthstream Advisors
New York
$54.1K +$3.29K +1,417 +6%
PWM
220
Perigon Wealth Management
California
$51.7K +$4.66K +2,007 +10%
WTC
221
WhitTier Trust Company
Nevada
$51.6K – – –
P
222
Pitcairn
Pennsylvania
$51.2K +$22.8K +9,848 +81%
PGFC
223
Peapack-Gladstone Financial Corp
New Jersey
$51K – – –
PA
224
Parallel Advisors
California
$50.3K +$7.84K +3,378 +18%
SC
225
Savant Capital
Illinois
$50K -$436 -188 -0.9%
7 8
9
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