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Lloyds Banking Group
LYG

391 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 29

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

47% more repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 105

35% more capital invested

Capital invested by funds: $678M → $915M (+$237M)

12% more funds holding

Funds holding: 350 → 391 (+41)

4% more call options, than puts

Call options by funds: $372K | Put options by funds: $359K

0.12% more ownership

Funds ownership: 0.5% → 0.62% (+0.12%)

Holders
391
Holders Change
+41
Holders Change %
+11.71%
% of All Funds
5.7%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
76
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
+$76M
2
Morgan Stanley
Morgan Stanley
New York
+$40.8M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$38.2M
4
MIS
Morningstar Investment Services
Illinois
+$22.3M
5
Natixis Advisors
Natixis Advisors
Massachusetts
+$3.94M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
-$18.6M
2
Jane Street
Jane Street
New York
-$10M
3
Optiver Holding
Optiver Holding
Netherlands
-$8.93M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$5.81M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$3.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
226
Copperleaf Capital
North Carolina
$67.5K -$3.95K -1,843 -6%
CA
227
Crumly & Associates
Illinois
$66.4K -$58 -27 -0.1%
AWM
228
Aprio Wealth Management
Georgia
$66.3K +$59.4K +27,756 New
UWS
229
Unique Wealth Strategies
Illinois
$66.1K +$59.2K +27,661 New
SC
230
Sapient Capital
Indiana
$60.7K +$54.4K +25,395 New
VCM
231
Virtue Capital Management
Tennessee
$60.5K -$44.4K -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 +$51K +23,800 New
SMA
235
Sage Mountain Advisors
Georgia
$54.6K -$362 -169 -0.7%
BPA
236
Beacon Pointe Advisors
California
$54.5K -$4.82K -2,252 -9%
TRCT
237
Tower Research Capital (TRC)
New York
$54.5K -$136K -63,521 -74%
AssetMark Inc
238
AssetMark Inc
California
$54.2K – – –
WTC
239
WhitTier Trust Company
Nevada
$54K +$784 +366 +2%
PGFC
240
Peapack-Gladstone Financial Corp
New Jersey
$53K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$53K +$26.6K +12,411 +128%
PCS
242
Personal CFO Solutions
New Jersey
$52.6K -$8.84K -4,127 -16%
SRL
243
Scientech Research LLC
New Jersey
$51.8K +$46.6K +21,739 New
CAAS
244
Capital Asset Advisory Services
Michigan
$51.6K -$34.4K -16,085 -43%
AWM
245
Axxcess Wealth Management
California
$51.6K -$28.4K -13,273 -38%
KP
246
Keel Point
Alabama
$50.9K -$4.66K -2,177 -9%
CCM
247
Coldstream Capital Management
Washington
$50.5K +$45.2K +21,116 New
AF
248
Allworth Financial
California
$50.3K +$12K +5,609 +36%
KPWS
249
Kestra Private Wealth Services
Texas
$50.2K +$10.3K +4,813 +30%
KeyBank National Association
250
KeyBank National Association
Ohio
$49.8K +$44.6K +20,840 New
8 9
10
11 12

LYG Hedge Fund Activity: Q4 2023 in Review

391 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2023, worth a combined $915M — up 35% from $678M a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new LYG positions and 29 closed out — a net gain of 47 holders — while 154 added to existing stakes and 105 trimmed.

The largest buyer was Mondrian Investment Partners, adding an estimated $76M. The largest seller was Macquarie Group, cutting an estimated $18.6M.

  • 391 institutional investors held Lloyds Banking Group (LYG) as of Q4 2023, up from 350 in Q3 2023.
  • Funds reported $915M of Lloyds Banking Group stock for Q4 2023, up 35% quarter-over-quarter.
  • 76 funds opened new Lloyds Banking Group positions in Q4 2023 and 29 closed out, a net change of +47 holders.
  • The largest Lloyds Banking Group buyer in Q4 2023 was Mondrian Investment Partners, an estimated $76M added.
  • The largest Lloyds Banking Group seller in Q4 2023 was Macquarie Group, an estimated $18.6M sold.

Based on aggregated 13F filings for Q4 2023.