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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 %
Pathstone Holdings
76
Pathstone Holdings
New Jersey
$1.01M 388,868 +170,433 +78%
TCPW
77
Twin City Private Wealth
North Carolina
$969K 374,249 +374,249 New
QI
78
Qtron Investments
Massachusetts
$957K 369,351 – –
DS
79
DRW Securities
Illinois
$945K 364,710 -282,826 -44%
GRP
80
Global Retirement Partners
California
$928K 358,192 +27,498 +8%
NW
81
Naviter Wealth
Arkansas
$919K 354,858 +78,195 +28%
Jane Street
82
Jane Street
New York
$853K 329,489 -259,977 -44%
Truist Financial
83
Truist Financial
North Carolina
$821K 316,933 +57,206 +22%
AAS
84
Avantax Advisory Services
Texas
$758K 292,670 +96,299 +49%
CA
85
Cetera Advisors
Colorado
$706K 272,764 +33,473 +14%
S
86
SignatureFD
Georgia
$698K 269,593 +17,867 +7%
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
$691K 266,603 +43,150 +19%
YCM
88
Yousif Capital Management
Michigan
$687K 265,182 – –
PS
89
Principal Securities
Iowa
$675K 260,720 +14,353 +6%
FTDI
90
First Trust Direct Indexing
Massachusetts
$665K 256,913 -52,866 -17%
Osaic Holdings
91
Osaic Holdings
Arizona
$630K 243,183 -243,724 -50%
QT
92
Quantbot Technologies
New York
$623K 240,532 -48,887 -17%
IB
93
Intrust Bank
Kansas
$612K 236,286 -44,206 -16%
EI
94
Ellevest Inc
New York
$610K 235,506 -47,138 -17%
Connor, Clark & Lunn Investment Management (CC&L)
95
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$588K 227,169 – –
LNWWM
96
Laird Norton Wetherby Wealth Management
California
$582K 224,723 -7,052 -3%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$538K 207,613 -118,263 -36%
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$535K 206,420 -46,796 -18%
LWAM
99
Legacy Wealth Asset Management
Minnesota
$519K 200,529 +6,445 +3%
EWM
100
Edge Wealth Management
New York
$518K 200,000 – –
2 3
4
5 6