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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 %
WPC
276
Wedmont Private Capital
Pennsylvania
$50.5K +$4.01K +1,514 +9%
RPCONE
277
Retirement Planning Company of New England
Rhode Island
$49.3K +$49.3K +19,046 New
HIP
278
HUB Investment Partners
Texas
$49.1K +$22K +8,513 +81%
KP
279
Keel Point
Alabama
$49K -$6.2K -2,395 -11%
SMA
280
Seven Mile Advisory
New Jersey
$48.6K -$1.7K -658 -3%
Lido Advisors
281
Lido Advisors
California
$48.5K +$3.52K +1,358 +8%
FHA
282
First Horizon Advisors
Tennessee
$47.7K +$477 +184 +1%
RJT
283
Raymond James Trust
Florida
$47.2K -$60.9K -23,517 -56%
CCM
284
Coldstream Capital Management
Washington
$46.7K -$8.02K -3,096 -15%
LNWTC
285
Laird Norton Wetherby Trust Company
Washington
$45.9K – – –
NRG
286
Nemes Rush Group
Michigan
$45.8K – – –
KeyBank National Association
287
KeyBank National Association
Ohio
$44K -$9.95K -3,841 -18%
CFG
288
Cooper Financial Group
California
$43.9K +$43.9K +16,932 New
HWM
289
HB Wealth Management
Georgia
$43.5K +$2.4K +927 +6%
STA
290
Summit Trail Advisors
New York
$43K +$3.71K +1,431 +9%
CCG
291
Catalina Capital Group
California
$41.8K +$41.8K +16,150 New
WPW
292
Waldron Private Wealth
Pennsylvania
$41.2K +$8.25K +3,185 +25%
Two Sigma Advisers
293
Two Sigma Advisers
New York
$41.2K -$98.7K -38,100 -71%
EWA
294
EverSource Wealth Advisors
Alabama
$41.1K +$12.7K +4,955 +45%
RCM
295
Radnor Capital Management
Pennsylvania
$41K – – –
CIA
296
Concurrent Investment Advisors
Florida
$40.4K -$842 -325 -2%
DOA
297
D'Orazio & Associates
Virginia
$40.1K +$11.9K +4,607 +42%
DADC
298
D.A. Davidson & Co
Montana
$40K – – –
MA
299
Mutual Advisors
Nebraska
$39.9K +$39.9K +15,386 New
NRC
300
New Republic Capital
North Carolina
$39.7K – – –
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