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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 %
CAN
51
Cetera Advisor Networks
California
$2.33M 899,787 +13,395 +2%
VF
52
Virtu Financial
New York
$2.32M 895,221 +758,228 +553%
SFA
53
Semmax Financial Advisors
North Carolina
$2.21M 795,634 -124,835 -14%
Point72 Asset Management
54
Point72 Asset Management
Connecticut
$2.15M 831,800 +527,800 +174%
RWM
55
Ritholtz Wealth Management
New York
$1.95M 751,354 +406,646 +118%
TC
56
TownSquare Capital
Utah
$1.8M 696,234 +696,234 New
HighTower Advisors
57
HighTower Advisors
Illinois
$1.8M 694,909 +82,523 +13%
Rockefeller Capital Management
58
Rockefeller Capital Management
New York
$1.73M 668,171 -40,992 -6%
SEI Investments
59
SEI Investments
Pennsylvania
$1.72M 663,745 +32,300 +5%
Creative Planning
60
Creative Planning
Kansas
$1.71M 659,940 +75,968 +13%
OAM
61
Oppenheimer Asset Management
New York
$1.67M 643,240 -11,169 -2%
ECM
62
English Capital Management
Michigan
$1.63M 629,115 – –
RJFSA
63
Raymond James Financial Services Advisors
Florida
$1.62M 623,707 -61,975 -9%
Charles Schwab
64
Charles Schwab
California
$1.55M 597,057 +197,878 +50%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$1.37M 529,726 +54,584 +11%
Bank of New York Mellon
66
Bank of New York Mellon
New York
$1.37M 528,256 -83,151 -14%
Squarepoint
67
Squarepoint
New York
$1.3M 502,058 -104,911 -17%
Marshall Wace
68
Marshall Wace
United Kingdom
$1.28M 493,464 +493,464 New
Mariner
69
Mariner
Kansas
$1.27M 492,216 +21,585 +5%
First Trust Advisors
70
First Trust Advisors
Illinois
$1.25M 481,382 -138,120 -22%
VPIM
71
Vanguard Personalized Indexing Management
California
$1.18M 457,222 +59,603 +15%
NW
72
NewEdge Wealth
Pennsylvania
$1.15M 444,107 +11,210 +3%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$1.13M 435,998 +3,101 +0.7%
Cerity Partners
74
Cerity Partners
New York
$1.13M 434,852 +229,368 +112%
US Bancorp
75
US Bancorp
Minnesota
$1.05M 406,443 +82,735 +26%
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