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Lloyds Banking Group
LYG

Overview Fund Activity

390 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+40
Holders Change %
+11.43%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
75
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
$154M
2
Morgan Stanley
Morgan Stanley
New York
$91.8M
3
MIS
Morningstar Investment Services
Illinois
$51M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$39.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$17M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$41.5M
2
Jane Street
Jane Street
New York
$1.41M
3
Optiver Holding
Optiver Holding
Netherlands
$5.75M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
226
Copperleaf Capital
North Carolina
$67.5K -$4.41K -1,843 -6%
CA
227
Crumly & Associates
Illinois
$66.4K -$65 -27 -0.1%
AWM
228
Aprio Wealth Management
Georgia
$66.3K +$66.3K +27,756 New
UWS
229
Unique Wealth Strategies
Illinois
$66.1K +$66.1K +27,661 New
SC
230
Sapient Capital
Indiana
$60.7K +$60.7K +25,395 New
VCM
231
Virtue Capital Management
Tennessee
$60.5K -$49.4K -20,727 -45%
OWA
232
Octavia Wealth Advisors
Ohio
$59.1K – – –
MSA
233
Marino Stram & Associates
Massachusetts
$58.6K – – –
TW
234
Traveka Wealth
California
$56.9K +$56.9K +23,800 New
SMA
235
Sage Mountain Advisors
Georgia
$54.6K -$404 -169 -0.7%
BPA
236
Beacon Pointe Advisors
California
$54.5K -$5.38K -2,252 -9%
TRCT
237
Tower Research Capital (TRC)
New York
$54.5K -$152K -63,521 -74%
AssetMark Inc
238
AssetMark Inc
California
$54.2K – – –
WTC
239
WhitTier Trust Company
Nevada
$54K +$871 +366 +2%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$53K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$53K +$29.8K +12,411 +128%
PCS
242
Personal CFO Solutions
New Jersey
$52.6K -$9.86K -4,127 -16%
SRL
243
Scientech Research LLC
New Jersey
$51.8K +$51.8K +21,739 New
CAAS
244
Capital Asset Advisory Services
Michigan
$51.6K -$38.4K -16,085 -43%
AWM
245
Axxcess Wealth Management
California
$51.6K -$31.7K -13,273 -38%
KP
246
Keel Point
Alabama
$50.9K -$5.2K -2,177 -9%
CCM
247
Coldstream Capital Management
Washington
$50.5K +$50.5K +21,116 New
AF
248
Allworth Financial
California
$50.3K +$13.4K +5,609 +36%
KPWS
249
Kestra Private Wealth Services
Texas
$50.2K +$11.5K +4,813 +30%
KeyBank National Association
250
KeyBank National Association
Ohio
$49.8K +$49.8K +20,840 New
8 9
10
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