Lloyds Banking Group
392 hedge funds and large institutions have $876M invested in Lloyds Banking Group in 2023 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 151 increasing their positions, 107 reducing their positions, and 29 closing their positions.
166% more first-time investments, than exits
New positions opened: 77 | Existing positions closed: 29
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more repeat investments, than reductions
Existing positions increased: 151 | Existing positions reduced: 107
29% more capital invested
Capital invested by funds: $678M → $876M (+$198M)
12% more funds holding
Funds holding: 350 → 392 (+42)
4% more call options, than puts
Call options by funds: $372K | Put options by funds: $359K
0.1% more ownership
Funds ownership: 0.5% → 0.6% (+0.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$76M |
| 2 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$38.2M |
| 3 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$22.3M |
| 4 |
Neuberger Berman Group
New York
|
+$5.93M |
| 5 |
Natixis Advisors
Boston,
Massachusetts
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$18.6M |
| 2 |
Jane Street
New York
|
-$10M |
| 3 |
Optiver Holding
Amsterdam,
Netherlands
|
-$8.93M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$5.81M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$3.93M |
LYG Hedge Fund Activity: Q4 2023 in Review
392 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2023, worth a combined $876M — up 29% from $678M a quarter earlier.
Buyers outnumbered sellers: 77 funds opened new LYG positions and 29 closed out — a net gain of 48 holders — while 151 added to existing stakes and 107 trimmed.
The largest buyer was Mondrian Investment Partners, adding an estimated $76M. The largest seller was Macquarie Group, cutting an estimated $18.6M.
- 392 institutional investors held Lloyds Banking Group (LYG) as of Q4 2023, up from 350 in Q3 2023.
- Funds reported $876M of Lloyds Banking Group stock for Q4 2023, up 29% quarter-over-quarter.
- 77 funds opened new Lloyds Banking Group positions in Q4 2023 and 29 closed out, a net change of +48 holders.
- The largest Lloyds Banking Group buyer in Q4 2023 was Mondrian Investment Partners, an estimated $76M added.
- The largest Lloyds Banking Group seller in Q4 2023 was Macquarie Group, an estimated $18.6M sold.
Based on aggregated 13F filings for Q4 2023.