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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 %
SRC
201
Sage Rhino Capital
California
$65.3K -$1.98K -931 -3%
CC
202
Copperleaf Capital
North Carolina
$64.1K +$9.54K +4,478 +17%
OKSA
203
O'Keefe Stevens Advisory
New York
$63.9K +$5.1K +2,394 +9%
USCWA
204
U.S. Capital Wealth Advisors
Texas
$63.9K – – –
BCM
205
Brookstone Capital Management
Illinois
$63K -$6.29K -3,145 -9%
CCA
206
Cottonwood Capital Advisors
Utah
$62.8K -$44.4K -20,842 -41%
FOA
207
Five Oceans Advisors
California
$62K +$36 +17 +0.1%
PFS
208
Prospera Financial Services
Texas
$60.5K +$31.5K +14,789 +109%
CA
209
Crumly & Associates
Illinois
$59.2K +$3.2K +1,500 +6%
GT
210
Glenmede Trust
Pennsylvania
$59.1K -$16.8K -7,910 -22%
AA
211
Addison Advisors
Vermont
$58.6K -$728 -342 -1%
EVM
212
Evelyn V. Moreno
$57.4K +$57.4K +26,955 New
CC
213
Centiva Capital
New York
$56.3K +$56.3K +26,446 New
PCS
214
Personal CFO Solutions
New Jersey
$55.6K +$219 +103 +0.4%
PFO
215
Pathstone Family Office
New Jersey
$55.6K -$17.4K -8,160 -24%
BPA
216
Beacon Pointe Advisors
California
$53.4K +$1.26K +590 +2%
CT
217
Colonial Trust
South Carolina
$53.3K – – –
WA
218
Wealthstream Advisors
New York
$53.1K -$7.66K -3,595 -13%
OWA
219
Octavia Wealth Advisors
Ohio
$52.6K – – –
MSA
220
Marino Stram & Associates
Massachusetts
$52.2K – – –
PP
221
PDS Planning
Ohio
$51.9K -$5.52K -2,592 -10%
EGM
222
Engineers Gate Manager
New York
$50.5K -$15.9K -7,476 -24%
KP
223
Keel Point
Alabama
$50K -$9.15K -4,294 -15%
SWP
224
Stratos Wealth Partners
Ohio
$49.7K +$21.2K +9,942 +74%
Walleye Trading
225
Walleye Trading
New York
$49.5K +$49.5K +23,243 New
7 8
9
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