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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.

New
Increased
Maintained
Reduced
Closed
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 Holding Trade Value Shares
Change 		Shares
Change %
KOCAA
126
Knights of Columbus Asset Advisors
Connecticut
$271K – – –
ECM
127
Evergreen Capital Management
Washington
$266K +$76.5K +32,020 +40%
FAFN
128
First Affirmative Financial Network
Colorado
$259K -$2.96K -1,238 -1%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$257K -$35.8K -14,995 -12%
IWC
130
Integrated Wealth Concepts
Massachusetts
$257K -$1.8M -751,913 -87%
GT
131
Glenmede Trust
Pennsylvania
$257K +$191K +79,744 +288%
JF
132
Jump Financial
Illinois
$256K +$256K +107,080 New
CWS
133
Cypress Wealth Services
California
$255K -$5.07K -2,120 -2%
AIM
134
Anchor Investment Management
South Carolina
$250K -$136K -56,750 -35%
CTC
135
Cetera Trust Company
Minnesota
$248K +$248K +103,820 New
FIM
136
Freedom Investment Management
Connecticut
$246K -$45K -18,810 -15%
MOS
137
MGO One Seven
Ohio
$244K -$12.9K -5,386 -5%
BWP
138
BSW Wealth Partners
Colorado
$228K +$27.8K +11,636 +14%
XT
139
XTX Topco
Cayman Islands
$222K +$179K +74,906 +413%
EARNEST Partners
140
EARNEST Partners
Georgia
$214K -$4.8K -2,009 -2%
IAA
141
Independent Advisor Alliance
North Carolina
$212K -$2.12K -887 -1%
ASN
142
Advisory Services Network
Georgia
$204K -$6.59K -2,756 -3%
SI
143
Stephens Inc
Arkansas
$203K +$9.18K +3,840 +5%
SSA
144
Schonfeld Strategic Advisors
New York
$201K +$60K +25,100 +43%
FIA
145
Foundations Investment Advisors
Arizona
$195K +$4.21K +1,959 +2%
New York State Common Retirement Fund
146
New York State Common Retirement Fund
New York
$192K +$192K +80,404 New
MW
147
Marcum Wealth
Ohio
$191K -$8.05K -3,366 -4%
BP
148
Ballentine Partners
Massachusetts
$189K +$985 +412 +0.5%
Prudential Financial
149
Prudential Financial
New Jersey
$179K +$71.9K +30,084 +67%
FTUS
150
Flow Traders U.S.
New York
$174K -$150K -62,963 -46%
4 5
6
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