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Lloyds Banking Group
LYG

Overview Fund Activity

390 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
390
Holders Change
+40
Holders Change %
+11.43%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
75
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K

Top Buyers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$154M
2
Morgan Stanley
2
Morgan Stanley
New York
$91.8M
3
MIS
3
Morningstar Investment Services
Illinois
$51M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$39.8M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$41.5M
2
Jane Street
2
Jane Street
New York
$1.41M
3
Optiver Holding
3
Optiver Holding
Netherlands
$5.75M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
301
Concourse Financial Group Securities
Alabama
$29.7K -$8.15K -3,409 -22%
LA
302
LM Advisors
California
$29.6K +$29.6K +12,400 New
FFA
303
Fortune Financial Advisors
Kansas
$29.5K +$607 +254 +2%
WSWA
304
Warren Street Wealth Advisors
California
$29.5K +$29.5K +12,328 New
BCM
305
Bayesian Capital Management
New York
$29.4K +$29.4K +12,300 New
AAP
306
Arax Advisory Partners
Colorado
$29.3K +$5.27K +2,203 +22%
CWM
307
Cherrydale Wealth Management
New Jersey
$29.2K +$29.2K +12,233 New
BJL
308
Brighton Jones LLC
Washington
$29.2K +$29.2K +12,215 New
CT
309
Colonial Trust
South Carolina
$28.7K -$31.1K -13,000 -52%
FWM
310
FMB Wealth Management
California
$28.5K – – –
Hotchkis & Wiley Capital Management
311
Hotchkis & Wiley Capital Management
California
$28.4K -$1.67K -700 -6%
AA
312
AlphaMark Advisors
Kentucky
$28K +$4.8K +1,980 +21%
EWA
313
Exencial Wealth Advisors
Oklahoma
$28K +$28K +11,704 New
AAM
314
Auxier Asset Management
Oregon
$27.5K – – –
HT
315
Headlands Technologies
Illinois
$27.4K +$27.4K +11,448 New
CL
316
Choreo LLC
Illinois
$26.9K +$26.9K +11,246 New
EWA
317
EverSource Wealth Advisors
Alabama
$26.6K +$19.2K +8,027 +260%
RA
318
Riversedge Advisors
Delaware
$26.6K +$26.6K +11,115 New
CIA
319
Choate Investment Advisors
Massachusetts
$26.6K -$24.2K -10,119 -48%
Russell Investments Group
320
Russell Investments Group
United Kingdom
$26.5K +$18.6K +7,783 +234%
BCAM
321
Boston Common Asset Management
Massachusetts
$26K -$511K -213,473 -95%
DOA
322
D'Orazio & Associates
Virginia
$26K +$26K +10,874 New
AWS
323
Atria Wealth Solutions
New York
$25.9K +$25.9K +10,838 New
PA
324
PFW Advisors
Georgia
$25.5K -$105K -43,947 -80%
CG
325
Corundum Group
Colorado
$25.3K -$385 -161 -1%
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