Lloyds Banking Group
390 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, 163 increasing their positions, 122 reducing their positions, and 43 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 163 | Existing positions reduced: 122
10% more capital invested
Capital invested by funds: $876M → $965M (+$89M)
2% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 43
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.01% less ownership
Funds ownership: 0.6% → 0.59% (-0.01%)
1% less funds holding
Funds holding: 392 → 390 (-2)
20% less call options, than puts
Call options by funds: $544K | Put options by funds: $684K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
+$58.2M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$13.9M |
| 3 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$4.3M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$2.63M |
| 5 |
LCM
Logan Capital Management
Newtown Square,
Pennsylvania
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$40M |
| 2 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
-$25.7M |
| 3 |
Natixis Advisors
Boston,
Massachusetts
|
-$13.1M |
| 4 |
Neuberger Berman Group
New York
|
-$6.16M |
| 5 |
Morgan Stanley
New York
|
-$4.59M |
LYG Hedge Fund Activity: Q1 2024 in Review
390 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q1 2024, worth a combined $965M — up 10% from $876M a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new LYG positions and 43 closed out — a net gain of 1 holder — while 163 added to existing stakes and 122 trimmed.
The largest buyer was Mondrian Investment Partners, adding an estimated $58.2M. The largest seller was CIBC Private Wealth Group, cutting an estimated $40M.
- 390 institutional investors held Lloyds Banking Group (LYG) as of Q1 2024, down from 392 in Q4 2023.
- Funds reported $965M of Lloyds Banking Group stock for Q1 2024, up 10% quarter-over-quarter.
- 44 funds opened new Lloyds Banking Group positions in Q1 2024 and 43 closed out, a net change of +1 holder.
- The largest Lloyds Banking Group buyer in Q1 2024 was Mondrian Investment Partners, an estimated $58.2M added.
- The largest Lloyds Banking Group seller in Q1 2024 was CIBC Private Wealth Group, an estimated $40M sold.
Based on aggregated 13F filings for Q1 2024.