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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MIP
1
Mondrian Investment Partners
United Kingdom
$154M 64,597,267 +35,465,811 +122%
Morgan Stanley
2
Morgan Stanley
New York
$91.8M 38,397,508 +19,036,828 +98%
Goldman Sachs
3
Goldman Sachs
New York
$53M 22,166,362 +1,180,775 +6%
MIS
4
Morningstar Investment Services
Illinois
$51M 21,147,627 +10,406,673 +97%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.5M 18,625,679 +439,009 +2%
Macquarie Group
6
Macquarie Group
Australia
$41.5M 17,355,452 -8,702,300 -33%
CIBC Private Wealth Group
7
CIBC Private Wealth Group
Georgia
$39.8M 29,696,591 +17,814,615 +150%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$39.7M 16,619,338 +1,678,784 +11%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$34.1M 14,266,424 -2,711,527 -16%
Northern Trust
10
Northern Trust
Illinois
$23.5M 9,834,063 +85,325 +0.9%
Bank of America
11
Bank of America
North Carolina
$21.8M 9,102,888 +120,200 +1%
Natixis Advisors
12
Natixis Advisors
Massachusetts
$17M 7,122,268 +1,840,413 +35%
BlackRock
13
BlackRock
New York
$15.8M 6,609,966 +695,009 +12%
Millennium Management
14
Millennium Management
New York
$14.3M 5,990,313 +1,824,648 +44%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$13.5M 5,668,785 +1,387,853 +32%
CGH
16
Crossmark Global Holdings
Texas
$12.2M 5,100,518 -159,733 -3%
JCM
17
Janney Capital Management
Pennsylvania
$11.8M 4,924,025 -433,726 -8%
CIM
18
Cowen Investment Management
New York
$10.6M 4,421,183 – –
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$10.2M 4,282,633 +373,410 +10%
American Century Companies
20
American Century Companies
Missouri
$10.2M 4,269,259 +282,831 +7%
Wells Fargo
21
Wells Fargo
California
$9.84M 4,119,012 -171,326 -4%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$8.88M 3,716,987 +336,581 +10%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$8.09M 3,385,679 +576,901 +21%
Ameriprise
24
Ameriprise
Minnesota
$6.99M 2,919,936 +121,339 +4%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$6.55M 2,732,656 +37,212 +1%
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