We are live on ! Find out more
LYG icon

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
JWA
351
JFS Wealth Advisors
Pennsylvania
$7.19K +$304 +142 +5%
FFA
352
Farther Finance Advisors
California
$6.97K +$4.88K +2,281 +359%
HWA
353
HHM Wealth Advisors
Tennessee
$6.88K – – –
TPCW
354
TD Private Client Wealth
New York
$6.01K -$261 -122 -5%
NS
355
NBC Securities
Alabama
$6K – – –
BNP Paribas Financial Markets
356
BNP Paribas Financial Markets
France
$5.94K +$5.33K +2,487 New
RFG
357
RFP Financial Group
Georgia
$5.86K – – –
RIL
358
Rothschild Investment LLC
Illinois
$5.35K +$4.79K +2,237 New
IRC
359
Investors Research Corp
Georgia
$5.1K – – –
Barclays
360
Barclays
United Kingdom
$4.9K – – –
NA
361
NewEdge Advisors
Louisiana
$4.74K +$4.25K +1,985 New
CTB
362
Country Trust Bank
Illinois
$4.63K +$4.14K +1,935 New
FFO
363
Fortitude Family Office
Arizona
$4.04K +$3.62K +1,691 New
GKIM
364
GW&K Investment Management
Massachusetts
$4K – – –
ZB
365
Zions Bancorporation
Utah
$3.98K – – –
BIA
366
Bell Investment Advisors
California
$3.57K +$2.67K +1,245 +500%
Kayne Anderson Rudnick Investment Management
367
Kayne Anderson Rudnick Investment Management
California
$2.81K +$450 +210 +22%
HWM
368
HighMark Wealth Management
Minnesota
$2.5K – – –
AT
369
Arlington Trust
Alabama
$2.08K +$1.86K +870 New
FWM
370
Focused Wealth Management
New York
$1.97K – – –
FFA
371
Frazier Financial Advisors
Ohio
$1.67K +$1.5K +698 New
BCM
372
Bourgeon Capital Management
Connecticut
$1.38K +$544 +254 +79%
FGAM
373
Financial Gravity Asset Management
Texas
$1.3K +$610 +285 +90%
FCA
374
FinTrust Capital Advisors
South Carolina
$1.29K – – –
CFO
375
CVA Family Office
Colorado
$1.18K +$1.06K +493 New
13 14
15
16 17

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.