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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 %
USCWA
401
U.S. Capital Wealth Advisors
Texas
– -$47.8K -20,000 Closed
AIM
402
Aigen Investment Management
New York
– -$37.9K -15,870 Closed
IAIM
403
International Assets Investment Management
Florida
– -$37.1K -15,540 Closed
GT
404
Greenleaf Trust
Michigan
– -$32.5K -13,578 Closed
GWS
405
Glassman Wealth Services
Virginia
– -$31.8K -13,287 Closed
FLPIM
406
F.L. Putnam Investment Management
Massachusetts
– -$31K -12,988 Closed
NAS
407
Nicolet Advisory Services
Wisconsin
– -$30.8K -12,953 Closed
W
408
WorthPointe
California
– -$30.9K -12,913 Closed
Balyasny Asset Management
409
Balyasny Asset Management
Illinois
– -$30.6K -12,804 Closed
Fisher Asset Management
410
Fisher Asset Management
Washington
– -$30.3K -12,690 Closed
TCA
411
Transcend Capital Advisors
New Jersey
– -$29.7K -12,418 Closed
LA
412
LM Advisors
California
– -$29.6K -12,400 Closed
FFA
413
Fortune Financial Advisors
Kansas
– -$29.5K -12,337 Closed
BCM
414
Bayesian Capital Management
New York
– -$29.4K -12,300 Closed
AAM
415
Auxier Asset Management
Oregon
– -$27.5K -11,500 Closed
CIA
416
Choate Investment Advisors
Massachusetts
– -$26.6K -11,109 Closed
PA
417
PFW Advisors
Georgia
– -$25.5K -10,688 Closed
FG
418
Foster Group
Iowa
– -$22.5K -10,544 Closed
NMM
419
Naples Money Management
Florida
– -$25.2K -10,534 Closed
TF
420
Trek Financial
Arizona
– -$24.4K -10,193 Closed
AC
421
AIFG Consultants
New York
– -$24.2K -10,135 Closed
CTB
422
Country Trust Bank
Illinois
– -$4.63K -1,935 Closed
AT
423
Arlington Trust
Alabama
– -$2.08K -870 Closed
FWM
424
Focused Wealth Management
New York
– -$1.97K -824 Closed
BCM
425
Bourgeon Capital Management
Connecticut
– -$1.38K -576 Closed
14 15 16
17
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