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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.

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
1
Mondrian Investment Partners
United Kingdom
$233M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$52.6M
3
OSAM
3
O'Shaughnessy Asset Management
Connecticut
$7.34M
4
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$3.15M
5
LCM
5
Logan Capital Management
Pennsylvania
$2.72M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$44.5M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$31.5M
3
MIS
3
Morningstar Investment Services
Illinois
$26.2M
4
Natixis Advisors
4
Natixis Advisors
Massachusetts
$3.61M
5
Macquarie Group
5
Macquarie Group
Australia
$40.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CT
326
Colonial Trust
South Carolina
$31.1K 12,000 – –
FWM
327
FMB Wealth Management
California
$30.8K 11,906 +1 +0%
SIS
328
Susquehanna International Securities
Ireland
$30.3K 11,693 +11,693 New
PI
329
PFG Investments
New York
$29.3K 11,294 +11,294 New
CL
330
Choreo LLC
Illinois
$29.1K 11,246 – –
SCA
331
Snowden Capital Advisors
New York
$29K 11,201 +11,201 New
AIA
332
Angeles Investment Advisors
California
$28.6K 11,028 +11,028 New
BCAM
333
Boston Common Asset Management
Massachusetts
$28K 10,864 – –
CG
334
Corundum Group
Colorado
$28K 10,797 +216 +2%
HPM
335
Hoxton Planning & Management
West Virginia
$27.6K 10,657 – –
EWA
336
Exencial Wealth Advisors
Oklahoma
$27.2K 10,493 -1,211 -10%
Brown Advisory
337
Brown Advisory
Maryland
$26.6K 10,268 +10,268 New
AWM
338
Avior Wealth Management
Nebraska
$26.6K 10,260 +10,260 New
X
339
Xponance
Pennsylvania
$26.3K 10,163 +19 +0.2%
RSWM
340
Robertson Stephens Wealth Management
California
$26.1K 10,076 – –
PCMC
341
Planning Capital Management Corporation
Pennsylvania
$26K 10,057 – –
SFP
342
Shepherd Financial Partners
Massachusetts
$25.9K 10,000 – –
CWP
343
Concord Wealth Partners
Virginia
$24.4K 9,418 +5,788 +159%
First Manhattan
344
First Manhattan
New York
$23.9K 9,229 – –
TWC
345
TD Waterhouse Canada
Ontario, Canada
$21.1K 7,100 – –
HT
346
Headlands Technologies
Illinois
$19.4K 7,507 -3,941 -34%
RA
347
Rise Advisors
New York
$18.1K 7,001 +7,001 New
EBA
348
Eagle Bay Advisors
New York
$16.8K 6,470 – –
PP
349
Pacifica Partners
Canada
$12.9K 5,000 -6,175 -55%
JWA
350
JFS Wealth Advisors
Pennsylvania
$10.9K 4,209 +1,202 +40%
12 13
14
15 16