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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 %
CIA
176
Cape Investment Advisory
Georgia
$157K +$8.15K +3,147 +5%
TRCT
177
Tower Research Capital (TRC)
New York
$157K +$97.6K +37,702 +165%
LSAG
178
Lake Street Advisors Group
New Hampshire
$153K +$4.04K +1,561 +3%
SFA
179
Sequoia Financial Advisors
Ohio
$149K -$708K -273,239 -83%
State Street
180
State Street
Massachusetts
$147K – – –
OKSA
181
O'Keefe Stevens Advisory
New York
$146K +$58.9K +22,750 +67%
WS
182
Wedbush Securities
California
$145K +$145K +56,019 New
CWM
183
CarsonAllaria Wealth Management
Illinois
$142K -$21.3K -8,239 -13%
DWT
184
Dorsey & Whitney Trust
South Dakota
$136K +$4.64K +1,792 +4%
FPCP
185
Fort Point Capital Partners
California
$136K – – –
Wealth Enhancement Advisory Services
186
Wealth Enhancement Advisory Services
Minnesota
$136K +$28.1K +10,865 +26%
CC
187
Callan Capital
California
$134K +$29.5K +11,391 +28%
SW
188
SVB Wealth
Massachusetts
$134K +$15.5K +6,000 +13%
Carson Wealth (CWM LLC)
189
Carson Wealth (CWM LLC)
Nebraska
$133K +$76K +29,444 +133%
CA
190
Claro Advisors
Massachusetts
$131K +$3.12K +1,206 +2%
M&T Bank
191
M&T Bank
New York
$131K -$11.2K -4,315 -8%
PWM
192
Perigon Wealth Management
California
$129K +$8.09K +3,122 +7%
OL
193
Optas LLC
Texas
$125K -$31.1K -12,026 -20%
TFA
194
Tranquilli Financial Advisor
New Jersey
$124K +$25.7K +9,929 +26%
AWM
195
Aprio Wealth Management
Georgia
$123K +$51.4K +19,857 +72%
CC
196
Centiva Capital
New York
$123K +$123K +47,543 New
LFA
197
Legacy Financial Advisors
Kentucky
$123K -$17.4K -6,730 -12%
CW
198
CreativeOne Wealth
Kansas
$122K +$76.2K +29,486 +166%
Harris Associates
199
Harris Associates
Illinois
$122K +$122K +47,090 New
VFA
200
Valeo Financial Advisors
Indiana
$120K +$18.5K +7,264 +18%
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