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Lloyds Banking Group
LYG

Overview Fund Activity

389 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 164 increasing their positions, 121 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.64%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
44
Increased
164
Reduced
121
Closed
42
Calls
$544K
Puts
$684K
Net Calls
-$140K
Net Calls Change
-$153K

Top Buyers

1
MIP
Mondrian Investment Partners
United Kingdom
$233M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.6M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$7.34M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.15M
5
LCM
Logan Capital Management
Pennsylvania
$2.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$44.5M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$31.5M
3
MIS
Morningstar Investment Services
Illinois
$26.2M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$3.61M
5
Macquarie Group
Macquarie Group
Australia
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AQR Capital Management
226
AQR Capital Management
Connecticut
$83.6K +$83.6K +32,273 New
HFP
227
Holistic Financial Partners
Indiana
$83K – – –
AA
228
Addison Advisors
Vermont
$82.4K +$254 +98 +0.3%
FOA
229
Five Oceans Advisors
California
$82K +$8 +3 +0%
SPIA
230
Steward Partners Investment Advisory
New York
$81.9K +$70.7K +27,295 +629%
VC
231
Vicus Capital
Pennsylvania
$79K +$79K +30,483 New
AG
232
Ascent Group
Virginia
$78.5K +$48.9K +18,874 +165%
CC
233
Copperleaf Capital
North Carolina
$77K +$3.93K +1,516 +5%
Capstone Investment Advisors
234
Capstone Investment Advisors
New York
$73K -$64.3K -24,809 -47%
UWS
235
Unique Wealth Strategies
Illinois
$72.9K +$1.3K +501 +2%
CA
236
Crumly & Associates
Illinois
$71.9K – – –
IRC
237
Investors Research Corp
Georgia
$70.3K +$64.8K +25,000 +1,171%
LA
238
Lifeworks Advisors
Michigan
$68.9K +$68.9K +26,611 New
Russell Investments Group
239
Russell Investments Group
United Kingdom
$68.5K +$39.8K +15,348 +138%
GDP
240
Great Diamond Partners
Maine
$68.2K -$10.7K -4,124 -14%
PCS
241
Personal CFO Solutions
New Jersey
$67.7K +$10.7K +4,135 +19%
PFS
242
Prospera Financial Services
Texas
$67.2K -$14.3K -5,513 -18%
TW
243
Traveka Wealth
California
$67.1K +$5.46K +2,109 +9%
GI
244
GAMMA Investing
California
$64.7K +$11.5K +4,455 +22%
KFS
245
Keynote Financial Services
Connecticut
$63.7K +$63.7K +24,600 New
MSA
246
Marino Stram & Associates
Massachusetts
$63.5K – – –
VCM
247
Virtue Capital Management
Tennessee
$62.6K -$1.09K -432 -2%
P
248
&Partners
Tennessee
$62.5K +$62.5K +24,114 New
PMG
249
ProVise Management Group
Florida
$61.6K -$23.3K -9,000 -27%
BPA
250
Beacon Pointe Advisors
California
$61.6K +$2.46K +948 +4%
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