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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.

New
Increased
Maintained
Reduced
Closed
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
Mondrian Investment Partners
United Kingdom
$233M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$52.6M
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$7.34M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$3.15M
5
LCM
Logan Capital Management
Pennsylvania
$2.72M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$44.5M
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$31.5M
3
MIS
Morningstar Investment Services
Illinois
$26.2M
4
Natixis Advisors
Natixis Advisors
Massachusetts
$3.61M
5
Macquarie Group
Macquarie Group
Australia
$40.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
126
Park Avenue Securities
New York
$340K +$18.6K +7,182 +6%
UCFA
127
United Capital Financial Advisors
Texas
$328K -$30.8K -11,902 -9%
FVWA
128
Foster Victor Wealth Advisors
South Carolina
$312K – – –
ECM
129
Evergreen Capital Management
Washington
$304K +$16K +6,196 +6%
GT
130
Glenmede Trust
Pennsylvania
$303K +$25.1K +9,688 +9%
SC
131
Syon Capital
California
$299K -$110K -42,492 -27%
Cambridge Investment Research Advisors
132
Cambridge Investment Research Advisors
Iowa
$294K +$15.5K +5,991 +6%
FAFN
133
First Affirmative Financial Network
Colorado
$281K +$816 +315 +0.3%
KOCAA
134
Knights of Columbus Asset Advisors
Connecticut
$279K -$14.9K -5,761 -5%
IWC
135
Integrated Wealth Concepts
Massachusetts
$277K -$1.26K -488 -0.5%
BP
136
Ballentine Partners
Massachusetts
$274K +$68.8K +26,556 +34%
AIM
137
Anchor Investment Management
South Carolina
$267K -$3.89K -1,500 -1%
SI
138
Stephens Inc
Arkansas
$251K +$31.1K +11,993 +14%
FIM
139
Freedom Investment Management
Connecticut
$245K -$21.2K -8,183 -8%
AWA
140
Aaron Wealth Advisors
Illinois
$243K +$243K +93,948 New
SC
141
Sepio Capital
Utah
$242K +$242K +93,484 New
CWS
142
Cypress Wealth Services
California
$241K -$35.8K -13,814 -13%
ASN
143
Advisory Services Network
Georgia
$239K +$18.1K +6,982 +8%
CTC
144
Cetera Trust Company
Minnesota
$232K -$37.2K -14,345 -14%
CA
145
Continuum Advisory
Idaho
$231K -$114K -41,900 -33%
KCM
146
Kathmere Capital Management
Pennsylvania
$231K +$140K +53,927 +153%
PCG
147
Prosperity Consulting Group
Maryland
$228K +$106K +40,783 +86%
MOS
148
MGO One Seven
Ohio
$221K -$42.9K -16,551 -16%
AFG
149
Atomi Financial Group
New York
$221K +$106K +40,828 +92%
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$219K +$38.8K +14,981 +22%
4 5
6
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