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Lloyds Banking Group
LYG

Overview Fund Activity

426 hedge funds and large institutions have $1.25B invested in Lloyds Banking Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 117 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
210
Reduced
117
Closed
40
Calls
$913K
Puts
$754K
Net Calls
+$159K
Net Calls Change
+$720K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$80.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$60.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.8M
4
Morgan Stanley
Morgan Stanley
New York
$61.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.9M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Millennium Management
Millennium Management
New York
$6.81M
3
Ameriprise
Ameriprise
Minnesota
$2.63M
4
Optiver Holding
Optiver Holding
Netherlands
$2.44M
5
MFIM
Mesirow Financial Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SRC
226
Sage Rhino Capital
California
$130K +$7.04K +2,256 +6%
SC
227
Savant Capital
Illinois
$130K +$3.26K +1,045 +3%
DWM
228
Diversify Wealth Management
Utah
$129K +$42.7K +13,524 +49%
DWM
229
Drive Wealth Management
Utah
$128K +$5.03K +1,611 +4%
WA
230
Wealthstream Advisors
New York
$127K +$6.46K +2,071 +5%
CA
231
Claro Advisors
Massachusetts
$126K -$12.5K -3,992 -9%
PCIA
232
Prime Capital Investment Advisors
Kansas
$126K +$2.15K +689 +2%
Carson Wealth (CWM LLC)
233
Carson Wealth (CWM LLC)
Nebraska
$126K -$95K -30,544 -43%
HPM
234
Hoxton Planning & Management
West Virginia
$122K +$48.7K +15,624 +66%
PFS
235
Prospera Financial Services
Texas
$122K +$4.47K +1,432 +4%
PA
236
Procyon Advisors
Connecticut
$121K +$59.5K +19,077 +96%
BTWM
237
Baker Tilly Wealth Management
Wisconsin
$120K +$56.4K +18,092 +89%
BCM
238
Brookstone Capital Management
Illinois
$118K +$337 +108 +0.3%
WEG
239
World Equity Group
Illinois
$116K +$116K +37,126 New
BWP
240
BSW Wealth Partners
Colorado
$116K -$5.29K -1,696 -4%
AA
241
Addison Advisors
Vermont
$114K +$4.82K +1,544 +4%
CG
242
CFO4Life Group
Texas
$114K -$10.2K -3,271 -8%
DAS
243
Diversify Advisory Services
Utah
$113K +$61.7K +19,225 +120%
PCS
244
Personal CFO Solutions
New Jersey
$113K +$14K +4,477 +14%
PTP
245
Platform Technology Partners
New York
$112K – – –
PP
246
PDS Planning
Ohio
$112K +$1.09K +348 +1%
RCAG
247
Rehmann Capital Advisory Group
Michigan
$111K +$17.2K +5,386 +18%
CCM
248
Coldstream Capital Management
Washington
$110K -$147 -47 -0.1%
Two Sigma Investments
249
Two Sigma Investments
New York
$108K – – –
PMA
250
Prudent Man Advisors
Illinois
$107K – – –
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10
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