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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 %
RCAG
251
Rehmann Capital Advisory Group
Michigan
$61.5K -$50.5K -19,490 -45%
WTC
252
WhitTier Trust Company
Nevada
$60.5K +$1.95K +756 +3%
OWA
253
Octavia Wealth Advisors
Ohio
$60.1K -$3.94K -1,520 -6%
SMA
254
Sage Mountain Advisors
Georgia
$59.6K +$370 +143 +0.6%
AA
255
AlphaMark Advisors
Kentucky
$59K +$29.2K +11,315 +98%
AssetMark Inc
256
AssetMark Inc
California
$58.8K +$3 +1 +0%
SWP
257
Stratos Wealth Partners
Ohio
$58K -$15.8K -6,083 -21%
PGFC
258
Peapack-Gladstone Financial Corp
New Jersey
$57K – – –
CAM
259
Cidel Asset Management
Ontario, Canada
$55.9K -$19.2K -7,405 -26%
AF
260
Allworth Financial
California
$55.5K +$1.04K +402 +2%
WFI
261
West Family Investments
California
$55.1K +$1.71K +659 +3%
WSWA
262
Warren Street Wealth Advisors
California
$53.7K +$21.7K +8,392 +68%
KPWS
263
Kestra Private Wealth Services
Texas
$53.4K -$979 -378 -2%
IA
264
IFP Advisors
Florida
$52.9K +$16.9K +6,533 +47%
CAAS
265
Capital Asset Advisory Services
Michigan
$52.6K -$4.58K -1,727 -8%
SWM
266
Spire Wealth Management
Virginia
$52.5K +$2.04K +788 +4%
CWM
267
Centurion Wealth Management
Virginia
$52.5K +$2.04K +788 +4%
SFG
268
Sterling Financial Group
California
$52.3K +$19K +7,352 +57%
GM
269
GeoWealth Management
Illinois
$52K +$30.7K +11,834 +144%
PCC
270
Park Circle Company
Maryland
$51.8K – – –
AWM
271
Axxcess Wealth Management
California
$51.4K -$4.47K -1,727 -8%
AHL
272
Abel Hall LLC
Louisiana
$51.4K +$5.77K +2,226 +13%
MNBTD
273
Moody National Bank Trust Division
Texas
$51.2K – – –
BFG
274
Bleakley Financial Group
New Jersey
$50.7K -$3.13K -1,209 -6%
SW
275
Simplicity Wealth
New Jersey
$50.7K +$50.7K +19,566 New
9 10
11
12 13