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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 %
AWAP
151
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$171K -$11.5K -4,813 -6%
Toronto Dominion Bank
152
Toronto Dominion Bank
Ontario, Canada
$166K – – –
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$166K +$26.5K +11,071 +19%
Cetera Investment Advisers
154
Cetera Investment Advisers
Illinois
$166K -$52.7K -22,049 -24%
SCP
155
Sivia Capital Partners
California
$164K +$164K +68,572 New
Bank of Montreal
156
Bank of Montreal
Ontario, Canada
$161K -$4.03M -1,650,156 -96%
DAS
157
Dynamic Advisor Solutions
Arizona
$160K +$3.93K +1,650 +3%
AGC
158
Aspen Grove Capital
Colorado
$160K +$14.8K +6,188 +10%
FFM
159
Forum Financial Management
Illinois
$158K -$78K -32,619 -33%
SF
160
Synovus Financial
Georgia
$157K +$399 +167 +0.3%
CWM
161
CarsonAllaria Wealth Management
Illinois
$151K +$6.23K +2,608 +4%
EAMA
162
EFG Asset Management (Americas)
Florida
$145K +$145K +60,750 New
OL
163
Optas LLC
Texas
$145K +$31.3K +13,100 +28%
CIA
164
Cape Investment Advisory
Georgia
$138K +$2.74K +1,148 +2%
LSAG
165
Lake Street Advisors Group
New Hampshire
$138K +$8.18K +3,423 +6%
BGAI
166
Bruce G. Allen Investments
Colorado
$137K +$137K +57,426 New
State Street
167
State Street
Massachusetts
$136K – – –
M&T Bank
168
M&T Bank
New York
$131K +$21.1K +8,806 +19%
BTI
169
Blue Trust Inc
Georgia
$130K -$5.67K -2,665 -4%
LFA
170
Legacy Financial Advisors
Kentucky
$129K +$32.5K +13,587 +34%
Two Sigma Advisers
171
Two Sigma Advisers
New York
$129K +$93.9K +39,300 +267%
Capstone Investment Advisors
172
Capstone Investment Advisors
New York
$127K +$127K +52,993 New
FPCP
173
Fort Point Capital Partners
California
$125K +$4.22K +1,765 +3%
DWT
174
Dorsey & Whitney Trust
South Dakota
$121K -$12.3K -5,167 -9%
LNC
175
Lincoln National Corp
Pennsylvania
$119K +$7.11K +2,974 +6%
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7
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