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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 %
HI
376
Harbour Investments
Wisconsin
$2.13K 822 +822 New
FGAM
377
Financial Gravity Asset Management
Texas
$1.81K 698 +96 +16%
CFO
378
CVA Family Office
Colorado
$1.28K 493 – –
TPCW
379
TD Private Client Wealth
New York
$1.24K 477 -2,039 -81%
FSWA
380
Financial Synergies Wealth Advisors
Texas
$1.17K 450 -83 -16%
HFS
381
HBC Financial Services
Washington
$1K 500 – –
HCP
382
Hexagon Capital Partners
Arkansas
$971 375 – –
CPG
383
Cornerstone Planning Group
New Jersey
$804 309 +59 +24%
CAM
384
ClariVest Asset Management
California
$626 238 -24 -9%
GWM
385
Geneos Wealth Management
Colorado
$614 237 – –
AWM
386
Abound Wealth Management
Tennessee
$521 201 -67 -25%
PWA
387
Provenance Wealth Advisors
Florida
$451 174 – –
HGERS
388
Householder Group Estate & Retirement Specialist
Arizona
$370 142 – –
BNP Paribas Financial Markets
389
BNP Paribas Financial Markets
France
$311 120 -2,367 -95%
T. Rowe Price Associates
390
T. Rowe Price Associates
Maryland
– – -1,480,127 Closed
MPM
391
Meritage Portfolio Management
Kansas
– – -1,451,800 Closed
Massachusetts Financial Services
392
Massachusetts Financial Services
Massachusetts
– – -473,636 Closed
HIIFS
393
Harel Insurance Investments & Financial Services
Israel
– – -286,740 Closed
JF
394
Jump Financial
Illinois
– – -107,080 Closed
FTUS
395
Flow Traders U.S.
New York
– – -72,956 Closed
EAMA
396
EFG Asset Management (Americas)
Florida
– – -60,750 Closed
SAG
397
SageView Advisory Group
California
– – -40,601 Closed
SC
398
Sapient Capital
Indiana
– – -25,395 Closed
SRL
399
Scientech Research LLC
New Jersey
– – -21,739 Closed
DC
400
Davenport & Co
Virginia
– – -20,160 Closed
14 15
16
17 18