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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
Mondrian Investment Partners
United Kingdom
$154M
2
Morgan Stanley
Morgan Stanley
New York
$91.8M
3
MIS
Morningstar Investment Services
Illinois
$51M
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$39.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$17M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$41.5M
2
Jane Street
Jane Street
New York
$1.41M
3
Optiver Holding
Optiver Holding
Netherlands
$5.75M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$34.1M
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$605K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
176
Schechter Investment Advisors
Michigan
$119K +$8.42K +3,522 +8%
EFSCE
177
Enterprise Financial Services Corp (EFSC)
Missouri
$119K +$9.9K +4,140 +9%
CA
178
Claro Advisors
Massachusetts
$118K – – –
P
179
Pitcairn
Pennsylvania
$116K +$85.1K +35,594 +277%
HAG
180
HighPoint Advisor Group
Illinois
$113K +$113K +43,748 New
PCG
181
Prosperity Consulting Group
Maryland
$113K +$113K +47,175 New
PWM
182
Perigon Wealth Management
California
$112K -$13.3K -5,585 -11%
HSBC Holdings
183
HSBC Holdings
United Kingdom
$111K -$79.4K -33,240 -42%
SW
184
SVB Wealth
Massachusetts
$109K +$5.75K +2,407 +6%
CGL
185
Clarius Group LLC
Washington
$107K +$30.3K +12,679 +39%
AFG
186
Atomi Financial Group
New York
$106K +$106K +44,359 New
CCA
187
Checchi Capital Advisers
California
$104K -$5.63K -2,356 -5%
RCAG
188
Rehmann Capital Advisory Group
Michigan
$103K -$1.51K -631 -1%
PCIA
189
Prime Capital Investment Advisors
Kansas
$101K +$101K +42,074 New
Two Sigma Investments
190
Two Sigma Investments
New York
$100K -$1.05M -440,425 -91%
RJT
191
Raymond James Trust
Florida
$99.8K +$323 +135 +0.3%
IC
192
IEQ Capital
California
$99.8K +$48.4K +20,270 +94%
PMA
193
Prudent Man Advisors
Illinois
$99.6K -$18.3K -7,651 -16%
Wealth Enhancement Advisory Services
194
Wealth Enhancement Advisory Services
Minnesota
$99.2K +$17.4K +7,279 +21%
CC
195
Callan Capital
California
$96.9K +$69.6K +29,136 +256%
DWM
196
Drive Wealth Management
Utah
$95.3K +$7.34K +3,070 +8%
VFA
197
Valeo Financial Advisors
Indiana
$95.3K -$29.8K -12,469 -24%
KAS
198
Kestra Advisory Services
Texas
$93.6K -$4.52K -1,893 -5%
CG
199
CFO4Life Group
Texas
$92K -$3.94K -1,650 -4%
TFA
200
Tranquilli Financial Advisor
New Jersey
$90.3K +$2.04K +855 +2%
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