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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
BFG
251
Bleakley Financial Group
New Jersey
$49.7K +$3.69K +1,722 +9%
SS
252
Simplicity Solutions
Minnesota
$49.7K +$3.69K +1,722 +9%
WFI
253
West Family Investments
California
$49.3K +$5.42K +2,529 +14%
DC
254
Davenport & Co
Virginia
$48.2K – – –
USCWA
255
U.S. Capital Wealth Advisors
Texas
$47.8K -$21.4K -10,000 -33%
PCC
256
Park Circle Company
Maryland
$47.8K – – –
MNBTD
257
Moody National Bank Trust Division
Texas
$47.2K +$568 +265 +1%
CWM
258
Centurion Wealth Management
Virginia
$46.6K -$1.02K -477 -2%
SMA
259
Seven Mile Advisory
New Jersey
$46.4K +$9.89K +4,617 +31%
TPI
260
Trust Point Inc
Wisconsin
$44.1K +$39.5K +18,452 New
FHA
261
First Horizon Advisors
Tennessee
$43.6K +$6.59K +3,076 +20%
CAS
262
Coppell Advisory Solutions
Texas
$43.6K +$39K +18,233 New
GI
263
GAMMA Investing
California
$43.3K +$44K +20,521 New
WPC
264
Wedmont Private Capital
Pennsylvania
$42.8K +$37.6K +17,544 New
SWM
265
Spire Wealth Management
Virginia
$42.7K -$1.02K -477 -2%
LNWTC
266
Laird Norton Wetherby Trust Company
Washington
$42.4K +$38K +17,727 New
NRG
267
Nemes Rush Group
Michigan
$42.3K – – –
AHL
268
Abel Hall LLC
Louisiana
$42.1K +$37.7K +17,624 New
CW
269
CreativeOne Wealth
Kansas
$42K +$11.7K +5,447 +44%
Lido Advisors
270
Lido Advisors
California
$41.5K +$9.14K +4,270 +33%
BCG
271
Breakwater Capital Group
New Jersey
$41.4K -$3.31K -1,545 -8%
CIA
272
Concurrent Investment Advisors
Florida
$38.1K +$34.1K +15,926 New
RCM
273
Radnor Capital Management
Pennsylvania
$38K +$8.57K +4,000 +33%
AIM
274
Aigen Investment Management
New York
$37.9K +$34K +15,870 New
HWM
275
HB Wealth Management
Georgia
$37.9K +$34K +15,853 New
9 10
11
12 13

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.