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Lloyds Banking Group
LYG

Overview Fund Activity

295 hedge funds and large institutions have $708M invested in Lloyds Banking Group in 2022 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 142 increasing their positions, 56 reducing their positions, and 26 closing their positions.

Holders
295
Holders Change
+16
Holders Change %
+5.73%
% of All Funds
4.67%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
44
Increased
142
Reduced
56
Closed
26
Calls
$1.7M
Puts
$1.26M
Net Calls
+$449K
Net Calls Change
+$732K

Top Buyers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$38.3M
2
AWA
2
Aaron Wealth Advisors
Illinois
$30.9M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$13.9M
4
Bank of America
4
Bank of America
North Carolina
$27.8M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$30M

Top Sellers

1
Optiver Holding
1
Optiver Holding
Netherlands
$14.3M
2
OCAM
2
Onex Canada Asset Management
Ontario, Canada
$0
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Verition Fund Management
4
Verition Fund Management
Connecticut
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.36M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$79.3M 32,923,225 -390,052 -1%
MIP
2
Mondrian Investment Partners
United Kingdom
$62.6M 25,967,456 – –
Goldman Sachs
3
Goldman Sachs
New York
$42.2M 17,493,908 +1,934,861 +12%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$38.3M 15,365,961 +12,530,240 +442%
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$35.7M 14,811,710 +649,947 +5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$31.3M 12,990,557 +2,348,347 +22%
AWA
7
Aaron Wealth Advisors
Illinois
$30.9M 74,469 +51,996 +231%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$30M 12,445,976 +4,519,448 +57%
PPA
9
Parametric Portfolio Associates
Washington
$29.4M 12,201,562 +2,557,088 +27%
Northern Trust
10
Northern Trust
Illinois
$28.3M 11,727,362 +1,078,090 +10%
Bank of America
11
Bank of America
North Carolina
$27.8M 11,532,910 +4,930,905 +75%
MIS
12
Morningstar Investment Services
Illinois
$23M 9,146,897 +300,380 +3%
Jane Street
13
Jane Street
New York
$20.5M 8,510,263 -1,971,372 -19%
Optiver Holding
14
Optiver Holding
Netherlands
$14.3M 5,930,025 -7,017,428 -54%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$13.9M 5,758,324 +5,758,324 New
BlackRock
16
BlackRock
New York
$11.1M 4,595,821 +665,360 +17%
CIM
17
Cowen Investment Management
New York
$10.7M 4,441,183 -169,200 -4%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$10.6M 4,343,069 +1,996,879 +85%
Wells Fargo
19
Wells Fargo
California
$10.3M 4,254,777 +685,757 +19%
JCM
20
Janney Capital Management
Pennsylvania
$9.73M 4,036,668 +4,036,668 New
Marshall Wace
21
Marshall Wace
United Kingdom
$8.31M 3,450,066 +2,747,440 +391%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.59M 2,318,260 +954,410 +70%
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$4.99M 2,070,460 -305,608 -13%
BFS
24
Bard Financial Services
Connecticut
$4.56M 1,890,705 -46,080 -2%
Franklin Resources
25
Franklin Resources
California
$4.36M 1,808,093 -6,756 -0.4%
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