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Lloyds Banking Group

318 hedge funds and large institutions have $749M invested in Lloyds Banking Group in 2022 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 99 increasing their positions, 106 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 27

14% more capital invested

Capital invested by funds: $656M → $749M (+$92.4M)

7% more funds holding

Funds holding: 297318 (+21)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.02% less ownership

Funds ownership: 0.54%0.51% (-0.02%)

7% less repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 106

66% less call options, than puts

Call options by funds: $1.02M | Put options by funds: $3.04M

Holders
318
Holders Change
+21
Holders Change %
+7.07%
% of All Funds
5.1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
99
Reduced
106
Closed
27
Calls
$1.02M
Puts
$3.04M
Net Calls
-$2.02M
Net Calls Change
-$419K

LYG Hedge Fund Activity: Q4 2022 in Review

318 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2022, worth a combined $749M — up 14% from $656M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new LYG positions and 27 closed out — a net gain of 26 holders — while 99 added to existing stakes and 106 trimmed.

The largest buyer was Millennium Management, adding an estimated $16.8M. The largest seller was Bank of Montreal, cutting an estimated $45.5M.

  • 318 institutional investors held Lloyds Banking Group (LYG) as of Q4 2022, up from 297 in Q3 2022.
  • Funds reported $749M of Lloyds Banking Group stock for Q4 2022, up 14% quarter-over-quarter.
  • 53 funds opened new Lloyds Banking Group positions in Q4 2022 and 27 closed out, a net change of +26 holders.
  • The largest Lloyds Banking Group buyer in Q4 2022 was Millennium Management, an estimated $16.8M added.
  • The largest Lloyds Banking Group seller in Q4 2022 was Bank of Montreal, an estimated $45.5M sold.

Based on aggregated 13F filings for Q4 2022.