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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
Crossmark Global Holdings
Texas
$12M
2
Citadel Advisors
Citadel Advisors
Florida
$10.7M
3
Millennium Management
Millennium Management
New York
$21.7M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$10M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$39.4M

Top Sellers

1
Jane Street
Jane Street
New York
$13.5M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$833K
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$50.8M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$25.3M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$5.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
WRPWM
201
Werba Rubin Papier Wealth Management
California
$69.3K +$1.36K +618 +2%
EGM
202
Engineers Gate Manager
New York
$68.6K +$68.6K +31,195 New
USCWA
203
U.S. Capital Wealth Advisors
Texas
$66K – – –
BTI
204
Blue Trust Inc
Georgia
$65K -$152K -64,958 -70%
FOA
205
Five Oceans Advisors
California
$64K – – –
WA
206
Wealthstream Advisors
New York
$62.8K +$11.5K +5,230 +22%
LC
207
Lindbrook Capital
California
$62.6K -$7.89K -3,588 -11%
TFA
208
Tranquilli Financial Advisor
New Jersey
$61.7K +$4.82K +2,192 +8%
SS
209
Simplicity Solutions
Minnesota
$61.4K +$1.43K +650 +2%
BFG
210
Bleakley Financial Group
New Jersey
$61.4K +$1.43K +650 +2%
AA
211
Addison Advisors
Vermont
$61.2K +$750 +341 +1%
KP
212
Keel Point
Alabama
$61.1K +$7.1K +3,227 +13%
OKSA
213
O'Keefe Stevens Advisory
New York
$60.7K +$25.1K +11,388 +70%
AIM
214
Aigen Investment Management
New York
$60.7K +$60.7K +27,591 New
PP
215
PDS Planning
Ohio
$59.3K -$7.47K -3,394 -11%
PA
216
Parallel Advisors
California
$59.2K +$11.6K +5,264 +24%
CA
217
Crumly & Associates
Illinois
$57.9K +$57.9K +26,306 New
PCS
218
Personal CFO Solutions
New Jersey
$57.2K – – –
PWM
219
Perigon Wealth Management
California
$57.2K +$8.17K +3,712 +17%
CC
220
Copperleaf Capital
North Carolina
$56.3K +$17.5K +7,965 +45%
AWA
221
Arkadios Wealth Advisors
Georgia
$56.2K +$3.63K +1,650 +7%
BCG
222
Breakwater Capital Group
New Jersey
$56K – – –
CT
223
Colonial Trust
South Carolina
$55K – – –
OWA
224
Octavia Wealth Advisors
Ohio
$54.4K – – –
MSA
225
Marino Stram & Associates
Massachusetts
$53.9K – – –
7 8
9
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