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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
CG
326
Corundum Group
Colorado
$25.3K -$345 -161 -1%
NMM
327
Naples Money Management
Florida
$25.2K +$22.6K +10,534 New
HPM
328
Hoxton Planning & Management
West Virginia
$25K – – –
HIP
329
HUB Investment Partners
Texas
$25K +$22.4K +10,450 New
PP
330
Pacifica Partners
Canada
$24.9K – – –
TF
331
Trek Financial
Arizona
$24.4K – – –
X
332
Xponance
Pennsylvania
$24.2K – – –
AC
333
AIFG Consultants
New York
$24.2K +$21.7K +10,135 New
RSWM
334
Robertson Stephens Wealth Management
California
$24.1K – – –
PCMC
335
Planning Capital Management Corporation
Pennsylvania
$24K +$21.5K +10,057 New
GAG
336
GM Advisory Group
New York
$23.9K – – –
SFP
337
Shepherd Financial Partners
Massachusetts
$23.9K – – –
AG
338
Ascent Group
Virginia
$23.4K +$24.5K +11,426 New
FG
339
Foster Group
Iowa
$22.5K – – –
First Manhattan
340
First Manhattan
New York
$22.1K – – –
Fifth Third Bancorp
341
Fifth Third Bancorp
Ohio
$20.6K +$4.39K +2,049 +31%
GM
342
GeoWealth Management
Illinois
$20K +$229 +107 +1%
TWC
343
TD Waterhouse Canada
Ontario, Canada
$19.3K – – –
EBA
344
Eagle Bay Advisors
New York
$15.5K – – –
SPIA
345
Steward Partners Investment Advisory
New York
$10.4K – – –
GEA
346
Glen Eagle Advisors
New Jersey
$9.56K – – –
UB
347
UMB Bank
Missouri
$9.41K +$6.89K +3,218 +448%
CWP
348
Concord Wealth Partners
Virginia
$8.68K -$18K -8,419 -70%
PFBT
349
Parkside Financial Bank & Trust
Missouri
$8.05K +$4.58K +2,138 +174%
PTC
350
Private Trust Company
Ohio
$7.36K -$109 -51 -2%
12 13
14
15 16

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.