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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 %
Envestnet Portfolio Solutions
101
Envestnet Portfolio Solutions
Illinois
$510K 196,875 -57,607 -23%
MYIA
102
Mount Yale Investment Advisors
Colorado
$496K 191,614 +191,614 New
GSC
103
Grey Street Capital
Illinois
$491K 189,451 +189,451 New
VFA
104
Voya Financial Advisors
Connecticut
$489K 185,954 +11,580 +7%
PAG
105
Private Advisor Group
New Jersey
$487K 187,999 -23,705 -11%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$480K 185,197 -67,027 -27%
GAM
107
Groupama Asset Management
France
$465K 711,144 +711,144 New
VA
108
Vident Advisory
Georgia
$462K 178,291 +22,941 +15%
CG
109
Caprock Group
Idaho
$455K 175,745 +621 +0.4%
GCM
110
Gallacher Capital Management
Colorado
$443K 170,953 +2,665 +2%
CAM
111
Cresset Asset Management
Illinois
$438K 169,035 -9,129 -5%
HAG
112
HF Advisory Group
Maryland
$435K 167,883 +167,883 New
RhumbLine Advisers
113
RhumbLine Advisers
Massachusetts
$416K 160,439 +11,212 +8%
PA
114
Pinnacle Associates
New York
$407K 157,205 – –
CSS
115
Cubist Systematic Strategies
Connecticut
$400K 154,449 -264,586 -63%
BCI
116
Brinker Capital Investments
Pennsylvania
$394K 152,082 -40,308 -21%
OPS
117
Orion Portfolio Solutions
Nebraska
$394K 152,082 -40,308 -21%
QCG
118
Quadrant Capital Group
Ohio
$392K 151,209 -9,790 -6%
CHP
119
Cable Hill Partners
Oregon
$382K 160,713 – –
Pacer Advisors
120
Pacer Advisors
Pennsylvania
$379K 146,373 -7,470 -5%
SSA
121
Schonfeld Strategic Advisors
New York
$372K 143,716 +59,816 +71%
AWM
122
Apollon Wealth Management
South Carolina
$357K 137,715 +13,541 +11%
EAM
123
Eagle Asset Management
Florida
$356K 138,411 -3,518 -2%
Commonwealth Equity Services
124
Commonwealth Equity Services
Massachusetts
$351K 135,494 -797,482 -85%
PFGIA
125
Patriot Financial Group Insurance Agency
Massachusetts
$341K 131,684 +1,752 +1%
3 4
5
6 7