LYG icon

Lloyds Banking Group
LYG

Overview Fund Activity

390 hedge funds and large institutions have $915M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 154 increasing their positions, 105 reducing their positions, and 29 closing their positions.

Holders
390
Holders Change
+40
Holders Change %
+11.43%
% of All Funds
5.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
75
Increased
154
Reduced
105
Closed
29
Calls
$372K
Puts
$359K
Net Calls
+$13K
Net Calls Change
+$404K

Top Buyers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$154M
2
Morgan Stanley
2
Morgan Stanley
New York
$91.8M
3
MIS
3
Morningstar Investment Services
Illinois
$51M
4
CIBC Private Wealth Group
4
CIBC Private Wealth Group
Georgia
$39.8M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$41.5M
2
Jane Street
2
Jane Street
New York
$1.41M
3
Optiver Holding
3
Optiver Holding
Netherlands
$5.75M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$34.1M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$605K
Name Market Value Shares Shares
Change 		Shares
Change %
SFA
76
Sequoia Financial Advisors
Ohio
$790K 330,631 +271,372 +458%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$779K 325,876 +107,623 +49%
US Bancorp
78
US Bancorp
Minnesota
$774K 323,708 +35,868 +12%
FTDI
79
First Trust Direct Indexing
Massachusetts
$740K 309,779 +12,334 +4%
Point72 Asset Management
80
Point72 Asset Management
Connecticut
$727K 304,000 +304,000 New
GRP
81
Global Retirement Partners
California
$711K 330,694 +9,418 +3%
QT
82
Quantbot Technologies
New York
$692K 289,419 +2,061 +0.7%
HIIFS
83
Harel Insurance Investments & Financial Services
Israel
$685K 286,740 – –
EI
84
Ellevest Inc
New York
$676K 282,644 +61,205 +28%
IB
85
Intrust Bank
Kansas
$670K 280,492 -3,893 -1%
NW
86
Naviter Wealth
Arkansas
$661K 276,663 +29,373 +12%
YCM
87
Yousif Capital Management
Michigan
$634K 265,182 – –
Truist Financial
88
Truist Financial
North Carolina
$621K 259,727 -6,840 -3%
Envestnet Portfolio Solutions
89
Envestnet Portfolio Solutions
Illinois
$608K 254,482 +24,256 +11%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$605K 253,216 -1,836,021 -88%
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$603K 252,224 -2,132 -0.8%
S
92
SignatureFD
Georgia
$602K 251,726 +79,145 +46%
PS
93
Principal Securities
Iowa
$589K 246,367 +246,367 New
CA
94
Cetera Advisors
Colorado
$572K 239,291 +6,205 +3%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$554K 231,775 +38,257 +20%
Connor, Clark & Lunn Investment Management (CC&L)
96
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$543K 227,169 -2,107 -0.9%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$534K 223,453 +13,956 +7%
Pathstone Holdings
98
Pathstone Holdings
New Jersey
$522K 218,435 +218,435 New
PAG
99
Private Advisor Group
New Jersey
$506K 211,704 -36,028 -15%
Cerity Partners
100
Cerity Partners
New York
$491K 205,484 +89,059 +76%
2 3
4
5 6