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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 %
HAG
201
HighPoint Advisor Group
Illinois
$119K +$2.11K +791 +2%
SIA
202
Schechter Investment Advisors
Michigan
$119K -$10.7K -4,113 -8%
BWP
203
BSW Wealth Partners
Colorado
$117K -$129K -49,979 -52%
CCA
204
Checchi Capital Advisers
California
$115K +$2.3K +888 +2%
CGL
205
Clarius Group LLC
Washington
$113K -$2.5K -964 -2%
TPI
206
Trust Point Inc
Wisconsin
$105K +$57.7K +22,268 +121%
LNC
207
Lincoln National Corp
Pennsylvania
$105K -$24.5K -9,451 -19%
PA
208
Parallel Advisors
California
$103K +$8.13K +3,140 +9%
Invesco
209
Invesco
Georgia
$102K +$24.9K +9,604 +32%
RB
210
Rodgers Brothers
Pennsylvania
$101K +$15.5K +6,000 +18%
BCM
211
Brookstone Capital Management
Illinois
$99.8K +$10.8K +4,167 +12%
CG
212
CFO4Life Group
Texas
$99.7K – – –
PCIA
213
Prime Capital Investment Advisors
Kansas
$99.2K -$9.76K -3,767 -9%
SRC
214
Sage Rhino Capital
California
$98.2K +$6.96K +2,688 +8%
DWM
215
Drive Wealth Management
Utah
$97.3K -$6.02K -2,324 -6%
WA
216
Wealthstream Advisors
New York
$94.3K +$4.89K +1,888 +5%
BBW
217
Blue Barn Wealth
Utah
$90.8K +$90.8K +35,044 New
SC
218
Scotia Capital
Ontario, Canada
$89.2K – – –
PMA
219
Prudent Man Advisors
Illinois
$88.9K -$19K -7,337 -18%
SC
220
Savant Capital
Illinois
$88.9K +$13K +5,032 +17%
SAM
221
Smartleaf Asset Management
Massachusetts
$88.4K +$5.16K +1,961 +6%
SCTC
222
Sanibel Captiva Trust Company
Florida
$87.9K +$2.7K +1,043 +3%
Allspring Global Investments
223
Allspring Global Investments
North Carolina
$86.9K +$86.9K +33,552 New
LC
224
Lindbrook Capital
California
$85.1K +$2.67K +1,032 +3%
PP
225
PDS Planning
Ohio
$83.6K -$3.84K -1,483 -4%
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