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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 %
PA
201
Parallel Advisors
California
$87.9K +$34.3K +14,355 +64%
SIC
202
Salem Investment Counselors
North Carolina
$87.7K +$87.7K +36,700 New
SAG
203
SageView Advisory Group
California
$85.7K +$85.7K +40,601 New
SRC
204
Sage Rhino Capital
California
$84.2K +$10.9K +4,549 +15%
KCM
205
Kathmere Capital Management
Pennsylvania
$84K +$84K +35,142 New
WA
206
Wealthstream Advisors
New York
$82.6K +$22.9K +9,590 +38%
SC
207
Scotia Capital
Ontario, Canada
$82.3K – – –
BCM
208
Brookstone Capital Management
Illinois
$82.1K +$6.76K +2,827 +9%
PP
209
PDS Planning
Ohio
$80.7K +$22.4K +9,390 +39%
OKSA
210
O'Keefe Stevens Advisory
New York
$80.6K +$8.93K +3,738 +12%
RB
211
Rodgers Brothers
Pennsylvania
$78.9K -$105K -44,000 -57%
SCTC
212
Sanibel Captiva Trust Company
Florida
$78.6K +$78.6K +32,889 New
PMG
213
ProVise Management Group
Florida
$78.4K – – –
HFP
214
Holistic Financial Partners
Indiana
$76.6K – – –
SAM
215
Smartleaf Asset Management
Massachusetts
$76.2K +$76.2K +31,639 New
LC
216
Lindbrook Capital
California
$76.1K +$2.76K +1,154 +4%
AA
217
Addison Advisors
Vermont
$75.8K +$10.1K +4,244 +15%
FOA
218
Five Oceans Advisors
California
$75.7K +$6.07K +2,541 +9%
PTP
219
Platform Technology Partners
New York
$75.4K +$439 +214 +0.6%
PFS
220
Prospera Financial Services
Texas
$75.2K +$7.31K +3,059 +11%
GDP
221
Great Diamond Partners
Maine
$72.8K +$22K +9,208 +43%
Invesco
222
Invesco
Georgia
$70.7K -$415K -173,710 -85%
SC
223
Savant Capital
Illinois
$70K +$21K +8,790 +43%
CAM
224
Cidel Asset Management
Ontario, Canada
$69.3K -$94.5K -39,527 -58%
SWP
225
Stratos Wealth Partners
Ohio
$68.1K +$12.3K +5,152 +22%
7 8
9
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