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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
FSWA
376
Financial Synergies Wealth Advisors
Texas
$1.17K +$178 +83 +18%
Jones Financial Companies
377
Jones Financial Companies
Missouri
$1.11K -$1.59K -743 -62%
HFS
378
HBC Financial Services
Washington
$1K – – –
HCP
379
Hexagon Capital Partners
Arkansas
$897 – – –
TVAMP
380
Tennessee Valley Asset Management Partners
Tennessee
$860 +$771 +360 New
AWM
381
Abound Wealth Management
Tennessee
$641 +$36 +17 +7%
CAM
382
ClariVest Asset Management
California
$631 +$561 +262 New
CPG
383
Cornerstone Planning Group
New Jersey
$598 – – –
GWM
384
Geneos Wealth Management
Colorado
$566 +$508 +237 New
PWA
385
Provenance Wealth Advisors
Florida
$416 – – –
FBC
386
Fairfield, Bush & Co
Connecticut
$327 +$293 +137 New
HI
387
Horizon Investments
North Carolina
$299 +$268 +125 New
MHR
388
Matthew Hamilton Rosenberg
$105 – – –
HNB
389
Huntington National Bank
Ohio
$2 – – –
Acadian Asset Management
390
Acadian Asset Management
Massachusetts
– -$1.36M -640,298 Closed
SIS
391
Susquehanna International Securities
Ireland
– -$770K -361,343 Closed
CLOS
392
Compagnie Lombard Odier SCmA
Switzerland
– -$490K -229,903 Closed
GWM
393
Gitterman Wealth Management
New Jersey
– -$154K -72,486 Closed
SFI
394
Susquehanna Fundamental Investments
Pennsylvania
– -$129K -60,549 Closed
BSW
395
Buckingham Strategic Wealth
Missouri
– -$119K -55,878 Closed
TSS
396
Two Sigma Securities
New York
– -$119K -55,743 Closed
GS
397
GTS Securities
New York
– -$83.8K -39,366 Closed
CCA
398
Cottonwood Capital Advisors
Utah
– -$62.8K -29,475 Closed
EVM
399
Evelyn V. Moreno
– -$57.4K -26,955 Closed
CC
400
Centiva Capital
New York
– -$56.3K -26,446 Closed
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.