Hotchkis & Wiley Capital Management
LYG icon

Hotchkis & Wiley Capital Management’s Lloyds Banking Group LYG Stock Holding History

Hotchkis & Wiley Capital Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-10,210
Closed -$27.8K – 492
2024
Q4 		$27.8K Hold
10,210
– – ﹤0.01% 478
2024
Q3 		$31.9K Sell
10,210
-700
-6% -$2.1K ﹤0.01% 482
2024
Q2 		$29.8K Sell
10,910
-1,270
-10% -$3.41K ﹤0.01% 483
2024
Q1 		$31.5K Buy
12,180
+300
+3% +$688 ﹤0.01% 483
2023
Q4 		$28.4K Sell
11,880
-700
-6% -$1.5K ﹤0.01% 478
2023
Q3 		$26.8K Buy
+12,580
New +$27.3K ﹤0.01% 478

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Hotchkis & Wiley Capital Management's LYG Position: Q1 2025 in Review

Hotchkis & Wiley Capital Management sold out of Lloyds Banking Group (LYG) in Q1 2025, closing a stake of 10,210 shares — an estimated $27.8K sold.

Hotchkis & Wiley Capital Management first reported a position in LYG in Q3 2023 and held it in 6 quarters. The position peaked at $31.9K in Q3 2024. 455 funds tracked by Wall St. Rank hold LYG as of Q1 2025.

  • Hotchkis & Wiley Capital Management reported no remaining Lloyds Banking Group position as of Q1 2025 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 10,210 Lloyds Banking Group shares in Q1 2025, an estimated $27.8K.
  • Hotchkis & Wiley Capital Management first reported a position in Lloyds Banking Group in Q3 2023 and held it in 6 quarters.
  • Hotchkis & Wiley Capital Management's Lloyds Banking Group position peaked at $31.9K in Q3 2024.
  • 455 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2025.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2025, filed 14 May 2025.