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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 %
EWM
101
Edge Wealth Management
New York
$478K 200,000 – –
OPS
102
Orion Portfolio Solutions
Nebraska
$469K 192,390 -37,351 -16%
BCI
103
Brinker Capital Investments
Pennsylvania
$469K 192,390 -37,351 -16%
AAS
104
Avantax Advisory Services
Texas
$469K 196,371 +117,919 +150%
LWAM
105
Legacy Wealth Asset Management
Minnesota
$464K 194,084 +3,074 +2%
CAM
106
Cresset Asset Management
Illinois
$426K 178,164 -16,356 -8%
VFA
107
Voya Financial Advisors
Connecticut
$420K 174,374 -2,126 -1%
CG
108
Caprock Group
Idaho
$419K 175,124 +80,177 +84%
GCM
109
Gallacher Capital Management
Colorado
$402K 168,288 +517 +0.3%
QCG
110
Quadrant Capital Group
Ohio
$385K 160,999 +43,626 +37%
CHP
111
Cable Hill Partners
Oregon
$382K 160,713 +33,329 +26%
SC
112
Syon Capital
California
$377K 157,948 +39,918 +34%
PA
113
Pinnacle Associates
New York
$376K 157,205 +11,600 +8%
Corient Private Wealth
114
Corient Private Wealth
Florida
$372K 155,630 +55,861 +56%
VA
115
Vident Advisory
Georgia
$371K 155,350 +16,741 +12%
Pacer Advisors
116
Pacer Advisors
Pennsylvania
$368K 153,843 -3,528 -2%
RhumbLine Advisers
117
RhumbLine Advisers
Massachusetts
$357K 149,227 -1,920 -1%
EAM
118
Eagle Asset Management
Florida
$339K 141,929 -6,407 -4%
UCFA
119
United Capital Financial Advisors
Texas
$331K 138,365 +138,365 New
VF
120
Virtu Financial
New York
$327K 136,993 +136,993 New
PFGIA
121
Patriot Financial Group Insurance Agency
Massachusetts
$311K 129,932 -1,130 -0.9%
CA
122
Continuum Advisory
Idaho
$304K 127,063 +20,703 +19%
FVWA
123
Foster Victor Wealth Advisors
South Carolina
$303K 124,368 +1,116 +0.9%
PAS
124
Park Avenue Securities
New York
$297K 124,235 +24,331 +24%
AWM
125
Apollon Wealth Management
South Carolina
$297K 124,174 +77,886 +168%
3 4
5
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