LYG icon

Lloyds Banking Group
LYG

Overview Fund Activity

422 hedge funds and large institutions have $1.05B invested in Lloyds Banking Group in 2024 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 198 increasing their positions, 102 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
422
Holders Change
+33
Holders Change %
+8.48%
% of All Funds
6.14%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
67
Increased
198
Reduced
102
Closed
28
Calls
$292K
Puts
$853K
Net Calls
-$561K
Net Calls Change
-$421K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$36.3M
2
Bank of America
2
Bank of America
North Carolina
$39.7M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$65.7M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$23.4M
5
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$11.7M

Top Sellers

1
MIP
1
Mondrian Investment Partners
United Kingdom
$226M
2
Macquarie Group
2
Macquarie Group
Australia
$19.7M
3
Millennium Management
3
Millennium Management
New York
$9.37M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$0
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
226
BSW Wealth Partners
Colorado
$106K -$17.8K -6,536 -14%
VC
227
Vicus Capital
Pennsylvania
$103K +$20.2K +7,390 +24%
PFS
228
Prospera Financial Services
Texas
$103K +$32.1K +11,744 +45%
IA
229
IFP Advisors
Florida
$98.4K +$42.6K +15,621 +76%
RJT
230
Raymond James Trust
Florida
$98.1K +$48.3K +17,702 +97%
PTP
231
Platform Technology Partners
New York
$97.9K +$97.9K +35,857 New
GI
232
GAMMA Investing
California
$97.8K +$29.6K +10,830 +43%
SAG
233
SageView Advisory Group
California
$97.4K +$97.4K +35,675 New
PP
234
PDS Planning
Ohio
$96.7K +$8.59K +3,146 +10%
CCM
235
Coldstream Capital Management
Washington
$96.2K +$47K +17,225 +96%
AA
236
Addison Advisors
Vermont
$95.5K +$8.63K +3,160 +10%
LC
237
Lindbrook Capital
California
$95.1K +$5.35K +1,959 +6%
Two Sigma Investments
238
Two Sigma Investments
New York
$94.4K -$114K -41,900 -55%
PMA
239
Prudent Man Advisors
Illinois
$93.7K – – –
SCTC
240
Sanibel Captiva Trust Company
Florida
$92.6K – – –
TPI
241
Trust Point Inc
Wisconsin
$90.6K -$20.5K -7,522 -18%
P
242
&Partners
Tennessee
$89.7K +$23.9K +8,748 +36%
Lido Advisors
243
Lido Advisors
California
$87.2K +$36.1K +13,219 +71%
PCS
244
Personal CFO Solutions
New Jersey
$86.9K +$15.6K +5,709 +22%
SPIA
245
Steward Partners Investment Advisory
New York
$83.4K -$2.95K -1,082 -3%
STA
246
Summit Trail Advisors
New York
$82.2K +$36.9K +13,508 +81%
HFP
247
Holistic Financial Partners
Indiana
$82K -$5.51K -2,017 -6%
RCAG
248
Rehmann Capital Advisory Group
Michigan
$80.7K +$15.8K +5,770 +24%
TW
249
Traveka Wealth
California
$79.2K +$8.5K +3,115 +12%
AA
250
AlphaMark Advisors
Kentucky
$76K +$13.7K +5,045 +22%
8 9
10
11 12