We are live on ! Find out more
LYG icon

Lloyds Banking Group

253 hedge funds and large institutions have $600M invested in Lloyds Banking Group in 2021 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 98 increasing their positions, 69 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

42% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 69

4% more funds holding

Funds holding: 243253 (+10)

0.03% less ownership

Funds ownership: 0.38%0.35% (-0.03%)

13% less capital invested

Capital invested by funds: $688M → $600M (-$88.4M)

38% less call options, than puts

Call options by funds: $892K | Put options by funds: $1.44M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
253
Holders Change
+10
Holders Change %
+4.12%
% of All Funds
4.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
38
Increased
98
Reduced
69
Closed
25
Calls
$892K
Puts
$1.44M
Net Calls
-$547K
Net Calls Change
-$1.47M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
1
JP Morgan Chase
New York
$94M -$1.02M -415,448 -1%
Macquarie Group
2
Macquarie Group
Australia
$79.9M -$730K -298,075 -0.9%
MIP
3
Mondrian Investment Partners
United Kingdom
$63.6M +$6.57K +2,682 +0%
Goldman Sachs
4
Goldman Sachs
New York
$36.4M +$2.34M +954,258 +7%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$33.1M +$1M +409,977 +3%
Jane Street
6
Jane Street
New York
$25.1M +$4.15M +1,692,207 +20%
Northern Trust
7
Northern Trust
Illinois
$22.2M -$9.46M -3,863,217 -30%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$20M +$2.65M +1,081,822 +15%
PPA
9
Parametric Portfolio Associates
Washington
$19.7M +$3.89M +1,587,540 +25%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$16.5M -$854K -348,412 -5%
Optiver Holding
11
Optiver Holding
Netherlands
$15.7M +$1.52M +619,385 +11%
MIS
12
Morningstar Investment Services
Illinois
$14.3M +$211K +86,075 +1%
BlackRock
13
BlackRock
New York
$9.33M +$584K +238,211 +7%
Verition Fund Management
14
Verition Fund Management
Connecticut
$8.37M
Wells Fargo
15
Wells Fargo
California
$7.46M -$452K -184,351 -6%
Bank of America
16
Bank of America
North Carolina
$7.21M -$6.85M -2,798,173 -49%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$6.86M +$4.11M +1,676,239 +151%
Morgan Stanley
18
Morgan Stanley
New York
$6.78M -$27M -11,011,142 -80%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$5.9M -$6.44K -2,630 -0.1%
BFS
20
Bard Financial Services
Connecticut
$4.81M +$96.3K +39,320 +2%
UBS Group
21
UBS Group
Switzerland
$4.56M -$163K -66,713 -3%
Renaissance Technologies
22
Renaissance Technologies
New York
$4.19M +$2.37M +966,554 +130%
MS
23
Maven Securities
Jersey
$4.14M
Citadel Advisors
24
Citadel Advisors
Florida
$3.9M +$1.03M +422,182 +36%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$3.57M -$24 -10 -0%

LYG Hedge Fund Activity: Q3 2021 in Review

253 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q3 2021, worth a combined $600M — down 13% from $688M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new LYG positions and 25 closed out — a net gain of 13 holders — while 98 added to existing stakes and 69 trimmed.

The largest buyer was Jane Street, adding an estimated $4.15M. The largest seller was Morgan Stanley, cutting an estimated $27M.

  • 253 institutional investors held Lloyds Banking Group (LYG) as of Q3 2021, up from 243 in Q2 2021.
  • Funds reported $600M of Lloyds Banking Group stock for Q3 2021, down 13% quarter-over-quarter.
  • 38 funds opened new Lloyds Banking Group positions in Q3 2021 and 25 closed out, a net change of +13 holders.
  • The largest Lloyds Banking Group buyer in Q3 2021 was Jane Street, an estimated $4.15M added.
  • The largest Lloyds Banking Group seller in Q3 2021 was Morgan Stanley, an estimated $27M sold.

Based on aggregated 13F filings for Q3 2021.