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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 %
HNB
351
Huntington National Bank
Ohio
$10.2K +$10.2K +3,951 +395,100%
PFBT
352
Parkside Financial Bank & Trust
Missouri
$9.22K +$490 +189 +6%
NS
353
NBC Securities
Alabama
$9K +$2.54K +1,000 +39%
FFA
354
Frazier Financial Advisors
Ohio
$8.37K +$6.57K +2,535 +363%
PTC
355
Private Trust Company
Ohio
$7.98K – – –
HWA
356
HHM Wealth Advisors
Tennessee
$7.45K – – –
UB
357
UMB Bank
Missouri
$7.26K -$2.93K -1,132 -29%
RWA
358
Redmont Wealth Advisors
Illinois
$7.18K +$7.18K +2,771 New
FFA
359
Farther Finance Advisors
California
$7.15K -$344 -134 -5%
CG
360
Cutler Group
California
$6K +$5.46K +2,122 +1,010%
PFA
361
Pathway Financial Advisers
Indiana
$5.83K +$5.83K +2,250 New
GEA
362
Glen Eagle Advisors
New Jersey
$5.18K -$5.18K -2,000 -50%
Barclays
363
Barclays
United Kingdom
$5K – – –
GKIM
364
GW&K Investment Management
Massachusetts
$5K +$1.02K +429 +26%
FFO
365
Fortitude Family Office
Arizona
$4.38K – – –
ZB
366
Zions Bancorporation
Utah
$4.32K – – –
BIA
367
Bell Investment Advisors
California
$3.87K – – –
MG
368
Mather Group
Illinois
$3.45K +$3.45K +1,444 New
Kayne Anderson Rudnick Investment Management
369
Kayne Anderson Rudnick Investment Management
California
$3.05K – – –
Bessemer Group
370
Bessemer Group
New Jersey
$3K +$3K +1,077 New
HWM
371
HighMark Wealth Management
Minnesota
$2.71K – – –
TCM
372
Tradewinds Capital Management
Washington
$2.59K +$2.59K +1,000 New
RFG
373
RFP Financial Group
Georgia
$2.53K -$3.82K -1,474 -60%
RIL
374
Rothschild Investment LLC
Illinois
$2.33K -$3.46K -1,337 -60%
EC
375
EntryPoint Capital
New York
$2.24K +$2.24K +866 New
13 14
15
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