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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
IAIM
276
International Assets Investment Management
Florida
$37.1K -$6.62K -3,090 -17%
DADC
277
D.A. Davidson & Co
Montana
$36.9K -$135 -63 -0.4%
NRC
278
New Republic Capital
North Carolina
$36.7K +$2.75K +1,283 +9%
STA
279
Summit Trail Advisors
New York
$36.3K +$9.09K +4,244 +39%
FDCDDQ
280
Federation des caisses Desjardins du Quebec
Quebec, Canada
$35.9K -$76.7K -35,800 -70%
SFP
281
Sweet Financial Partners
Minnesota
$35.9K +$32.1K +15,000 New
DTL
282
Dynamic Technology Lab
Singapore
$35K -$1.93K -900 -6%
FNWM
283
Financial Network Wealth Management
Utah
$35K – – –
IA
284
IFP Advisors
Florida
$33.2K -$4.06K -1,897 -12%
GT
285
Greenleaf Trust
Michigan
$32.5K +$29.1K +13,578 New
CIAS
286
Capital Investment Advisory Services
North Carolina
$32.3K – – –
GWS
287
Glassman Wealth Services
Virginia
$31.8K +$5.44K +2,538 +24%
PA
288
PFG Advisors
Arizona
$31.7K – – –
FLPIM
289
F.L. Putnam Investment Management
Massachusetts
$31K -$10.8K -5,032 -28%
BHB
290
Bank Hapoalim BM
Israel
$31K – – –
National Bank of Canada
291
National Bank of Canada
Quebec, Canada
$30.9K -$3.43K -1,600 -11%
W
292
WorthPointe
California
$30.9K +$27.7K +12,913 New
NAS
293
Nicolet Advisory Services
Wisconsin
$30.8K -$17.2K -8,012 -38%
SFG
294
Sterling Financial Group
California
$30.7K -$747 -349 -3%
Balyasny Asset Management
295
Balyasny Asset Management
Illinois
$30.6K -$95.8K -44,741 -78%
WPW
296
Waldron Private Wealth
Pennsylvania
$30.4K +$27.3K +12,740 New
Fisher Asset Management
297
Fisher Asset Management
Washington
$30.3K -$14.2K -6,629 -34%
JIC
298
Johnson Investment Counsel
Ohio
$30.2K – – –
SAI
299
Savvy Advisors Inc
New York
$30.1K +$26.9K +12,580 New
TCA
300
Transcend Capital Advisors
New Jersey
$29.7K -$2.31K -1,078 -8%
10 11
12
13 14

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.