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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.

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
SFA
4
Semmax Financial Advisors
North Carolina
$2.08M
5
QCM
5
QRG Capital Management
Illinois
$1.81M

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 Market Value Shares Shares
Change 		Shares
Change %
MIP
1
Mondrian Investment Partners
United Kingdom
$62.1M 29,131,456 +2,336,000 +9%
Macquarie Group
2
Macquarie Group
Australia
$55.5M 26,057,752 -515,359 -2%
Goldman Sachs
3
Goldman Sachs
New York
$44.7M 20,985,587 +680,344 +3%
Morgan Stanley
4
Morgan Stanley
New York
$41.2M 19,360,680 -10,054 -0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$38.7M 18,186,670 +256,987 +1%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$36.2M 16,977,951 -2,797,596 -14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$31.8M 14,940,554 -1,690,252 -10%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$25.3M 11,881,976 +374,746 +3%
MIS
9
Morningstar Investment Services
Illinois
$23M 10,740,954 -70,315 -0.7%
Northern Trust
10
Northern Trust
Illinois
$20.8M 9,748,738 -204,824 -2%
Bank of America
11
Bank of America
North Carolina
$19.1M 8,982,688 +1,120,901 +14%
Optiver Holding
12
Optiver Holding
Netherlands
$14.2M 6,537,894 +98,095 +2%
BlackRock
13
BlackRock
New York
$12.6M 5,914,957 +418,528 +8%
JCM
14
Janney Capital Management
Pennsylvania
$11.4M 5,357,751 +56,406 +1%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$11.3M 5,281,855 +735,219 +16%
Jane Street
16
Jane Street
New York
$11.2M 5,279,573 -872,673 -14%
CGH
17
Crossmark Global Holdings
Texas
$11M 5,260,251 +17,371 +0.3%
CIM
18
Cowen Investment Management
New York
$9.42M 4,421,183 – –
Wells Fargo
19
Wells Fargo
California
$9.14M 4,290,338 -83,745 -2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$9.12M 4,280,932 +209,486 +5%
Millennium Management
21
Millennium Management
New York
$8.87M 4,165,665 -5,696,288 -58%
American Century Companies
22
American Century Companies
Missouri
$8.49M 3,986,428 +228,359 +6%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$8.33M 3,909,223 -19,165,572 -83%
First Eagle Investment Management
24
First Eagle Investment Management
New York
$7.2M 3,380,406 +240,390 +8%
Renaissance Technologies
25
Renaissance Technologies
New York
$6.4M 3,005,800 +1,427,900 +90%
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