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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 %
FFA
351
Farther Finance Advisors
California
$6.97K +$5.45K +2,281 +359%
HWA
352
HHM Wealth Advisors
Tennessee
$6.88K – – –
TPCW
353
TD Private Client Wealth
New York
$6.01K -$292 -122 -5%
NS
354
NBC Securities
Alabama
$6K – – –
BNP Paribas Financial Markets
355
BNP Paribas Financial Markets
France
$5.94K +$5.94K +2,487 New
RFG
356
RFP Financial Group
Georgia
$5.86K – – –
RIL
357
Rothschild Investment LLC
Illinois
$5.35K +$5.35K +2,237 New
IRC
358
Investors Research Corp
Georgia
$5.1K – – –
Barclays
359
Barclays
United Kingdom
$5K – – –
NA
360
NewEdge Advisors
Louisiana
$4.74K +$4.74K +1,985 New
CTB
361
Country Trust Bank
Illinois
$4.63K +$4.63K +1,935 New
FFO
362
Fortitude Family Office
Arizona
$4.04K +$4.04K +1,691 New
GKIM
363
GW&K Investment Management
Massachusetts
$4K – – –
ZB
364
Zions Bancorporation
Utah
$3.98K – – –
BIA
365
Bell Investment Advisors
California
$3.57K +$2.98K +1,245 +500%
Kayne Anderson Rudnick Investment Management
366
Kayne Anderson Rudnick Investment Management
California
$2.81K +$502 +210 +22%
HWM
367
HighMark Wealth Management
Minnesota
$2.5K – – –
AT
368
Arlington Trust
Alabama
$2.08K +$2.08K +870 New
FWM
369
Focused Wealth Management
New York
$1.97K – – –
FFA
370
Frazier Financial Advisors
Ohio
$1.67K +$1.67K +698 New
BCM
371
Bourgeon Capital Management
Connecticut
$1.38K +$607 +254 +79%
FGAM
372
Financial Gravity Asset Management
Texas
$1.3K +$615 +285 +90%
FCA
373
FinTrust Capital Advisors
South Carolina
$1.29K – – –
CFO
374
CVA Family Office
Colorado
$1.18K +$1.18K +493 New
FSWA
375
Financial Synergies Wealth Advisors
Texas
$1.17K +$183 +83 +18%
13 14
15
16 17