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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 %
FNWM
301
Financial Network Wealth Management
Utah
$39K – – –
FDCDDQ
302
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.9K – – –
SFP
303
Sweet Financial Partners
Minnesota
$38.9K – – –
BCG
304
Breakwater Capital Group
New Jersey
$38.1K -$10.8K -4,181 -22%
RA
305
Riversedge Advisors
Delaware
$38K +$9.17K +3,540 +32%
SAI
306
Savvy Advisors Inc
New York
$37.5K +$4.94K +1,906 +15%
CASC
307
Coppell Advisory Solutions Corp
Texas
$37.3K +$37.3K +14,392 New
NA
308
NewEdge Advisors
Louisiana
$36.1K +$31K +11,966 +603%
EFSCE
309
Enterprise Financial Services Corp (EFSC)
Missouri
$35.6K -$92.9K -35,864 -72%
AWS
310
Atria Wealth Solutions
New York
$35K +$6.91K +2,668 +25%
CIAS
311
Capital Investment Advisory Services
North Carolina
$35K – – –
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$34.4K +$12.1K +4,654 +54%
PA
313
PFG Advisors
Arizona
$34.3K – – –
DTL
314
Dynamic Technology Lab
Singapore
$34K -$4.2K -1,600 -11%
BHB
315
Bank Hapoalim BM
Israel
$34K – – –
BHPW
316
Beverly Hills Private Wealth
California
$34K +$34K +13,114 New
BJL
317
Brighton Jones LLC
Washington
$33.9K +$2.26K +874 +7%
National Bank of Canada
318
National Bank of Canada
Quebec, Canada
$33.5K -$1.24K -461 -4%
JIC
319
Johnson Investment Counsel
Ohio
$32.7K – – –
AAP
320
Arax Advisory Partners
Colorado
$32.6K +$806 +311 +3%
SIC
321
Salem Investment Counselors
North Carolina
$32.4K -$62.7K -24,200 -66%
Hotchkis & Wiley Capital Management
322
Hotchkis & Wiley Capital Management
California
$31.5K +$777 +300 +3%
CWM
323
Cherrydale Wealth Management
New Jersey
$31.3K -$334 -129 -1%
CFGS
324
Concourse Financial Group Securities
Alabama
$31.2K -$927 -358 -3%
GAG
325
GM Advisory Group
New York
$31.2K +$5.26K +2,030 +20%
11 12
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