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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 Holding Trade Value Shares
Change 		Shares
Change %
EARNEST Partners
151
EARNEST Partners
Georgia
$214K -$18.6K -7,196 -8%
XT
152
XTX Topco
Cayman Islands
$211K -$29.7K -11,482 -12%
HSBC Holdings
153
HSBC Holdings
United Kingdom
$208K +$88.5K +34,179 +74%
Corient Private Wealth
154
Corient Private Wealth
Florida
$208K -$195K -75,296 -48%
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$208K – – –
TSS
156
Two Sigma Securities
New York
$206K +$206K +79,695 New
FIA
157
Foundations Investment Advisors
Arizona
$199K -$36.8K -14,194 -16%
Two Sigma Investments
158
Two Sigma Investments
New York
$198K +$89.6K +34,600 +83%
IAA
159
Independent Advisor Alliance
North Carolina
$190K -$39.7K -15,329 -17%
KAS
160
Kestra Advisory Services
Texas
$189K +$87.7K +33,879 +86%
AWAP
161
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$186K +$189 +73 +0.1%
MW
162
Marcum Wealth
Ohio
$185K -$22.8K -8,822 -11%
Prudential Financial
163
Prudential Financial
New Jersey
$183K -$10.8K -4,168 -6%
Toronto Dominion Bank
164
Toronto Dominion Bank
Ontario, Canada
$180K – – –
SCP
165
Sivia Capital Partners
California
$179K +$969 +374 +0.5%
DAS
166
Dynamic Advisor Solutions
Arizona
$175K +$624 +241 +0.4%
IC
167
IEQ Capital
California
$174K +$66.3K +25,609 +61%
AGC
168
Aspen Grove Capital
Colorado
$173K – – –
FFM
169
Forum Financial Management
Illinois
$172K – – –
SF
170
Synovus Financial
Georgia
$169K -$1.22K -469 -0.7%
Bank of Montreal
171
Bank of Montreal
Ontario, Canada
$161K -$10.7K -4,126 -6%
P
172
Pitcairn
Pennsylvania
$161K +$35.3K +13,643 +28%
BGAI
173
Bruce G. Allen Investments
Colorado
$159K +$10.3K +3,986 +7%
MCM
174
MAI Capital Management
Ohio
$158K +$158K +60,888 New
BTI
175
Blue Trust Inc
Georgia
$158K -$588 -227 -0.4%
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