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Lloyds Banking Group
LYG

Overview Fund Activity

328 hedge funds and large institutions have $1.38B invested in Lloyds Banking Group in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 148 increasing their positions, 72 reducing their positions, and 22 closing their positions.

Holders
328
Holders Change
+10
Holders Change %
+3.14%
% of All Funds
5.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
37
Increased
148
Reduced
72
Closed
22
Calls
$415K
Puts
$360K
Net Calls
+$55K
Net Calls Change
+$2.07M

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$567M
2
Optiver Holding
2
Optiver Holding
Netherlands
$16.4M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.2M
4
Bank of America
4
Bank of America
North Carolina
$20.1M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$3.21M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.61M
2
Jane Street
2
Jane Street
New York
$64.8M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$62.2M
4
Millennium Management
4
Millennium Management
New York
$13.7M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$1.02M
Name Market Value Shares Shares
Change 		Shares
Change %
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$567M 15,091,643 +1,228,489 +9%
Jane Street
2
Jane Street
New York
$64.8M 27,932,545 -7,147,250 -20%
Macquarie Group
3
Macquarie Group
Australia
$62.8M 27,050,491 +236,934 +0.9%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$62.2M 26,817,298 -4,343,476 -14%
MIP
5
Mondrian Investment Partners
United Kingdom
$62.2M 26,795,456 – –
Goldman Sachs
6
Goldman Sachs
New York
$48.2M 20,777,373 +1,239,015 +6%
Morgan Stanley
7
Morgan Stanley
New York
$43.2M 18,605,143 +4,522,518 +32%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$41.8M 18,034,431 -596,270 -3%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$39M 16,808,510 +635,339 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$36.4M 15,658,856 +1,053,102 +7%
MIS
11
Morningstar Investment Services
Illinois
$25.3M 10,787,616 +502,709 +5%
Northern Trust
12
Northern Trust
Illinois
$25M 10,777,644 +284,896 +3%
Bank of America
13
Bank of America
North Carolina
$20.1M 8,663,405 +2,690,404 +45%
Balyasny Asset Management
14
Balyasny Asset Management
Illinois
$17.7M 7,627,412 +826,186 +12%
Optiver Holding
15
Optiver Holding
Netherlands
$16.4M 6,988,595 +6,988,595 New
BlackRock
16
BlackRock
New York
$13.8M 5,932,799 +1,090,666 +23%
Millennium Management
17
Millennium Management
New York
$13.7M 5,895,201 -2,434,189 -29%
JCM
18
Janney Capital Management
Pennsylvania
$12.3M 5,316,297 +365,792 +7%
CIM
19
Cowen Investment Management
New York
$10.3M 4,421,183 – –
Wells Fargo
20
Wells Fargo
California
$10.1M 4,371,712 +213,729 +5%
American Century Companies
21
American Century Companies
Missouri
$9.53M 4,107,442 +504,184 +14%
Neuberger Berman Group
22
Neuberger Berman Group
New York
$9.51M 4,078,554 +210,936 +5%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$7.75M 3,342,347 -368,890 -10%
SCP
24
Stamos Capital Partners
California
$7.62M 3,283,630 +258,790 +9%
First Eagle Investment Management
25
First Eagle Investment Management
New York
$6.21M 2,676,142 +498,144 +23%
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