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Lloyds Banking Group
LYG

Overview Fund Activity

452 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 152 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
61
Increased
152
Reduced
176
Closed
28
Calls
$719K
Puts
$236K
Net Calls
+$483K
Net Calls Change
+$324K

Top Buyers

1
LC
1
L1 Capital
Australia
$51.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.6M
3
Millennium Management
3
Millennium Management
New York
$19.3M
4
Northern Trust
4
Northern Trust
Illinois
$42.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$72.5M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.76M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.29M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$59.2M
4
Bank of America
4
Bank of America
North Carolina
$30.2M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$122K -$204K -75,007 -63%
PP
227
PDS Planning
Ohio
$118K +$20.8K +7,649 +21%
DCM
228
Decatur Capital Management
Georgia
$118K -$1.7K -623 -1%
BGAI
229
Bruce G. Allen Investments
Colorado
$118K -$2.09K -768 -2%
WA
230
Wealthstream Advisors
New York
$116K +$4.89K +1,798 +4%
SRC
231
Sage Rhino Capital
California
$115K +$2.07K +760 +2%
PA
232
Parallel Advisors
California
$115K -$20.9K -7,686 -15%
BWP
233
BSW Wealth Partners
Colorado
$114K +$13.3K +4,903 +13%
CH
234
Cromwell Holdings
Wyoming
$114K – – –
CGL
235
Clarius Group LLC
Washington
$114K – – –
SW
236
SVB Wealth
Massachusetts
$112K +$112K +41,165 New
DWM
237
Drive Wealth Management
Utah
$110K -$1.6K -588 -1%
SG Americas Securities
238
SG Americas Securities
New York
$110K +$110K +40,553 New
PCIA
239
Prime Capital Investment Advisors
Kansas
$109K -$702 -258 -0.6%
LFA
240
Legacy Financial Advisors
Kentucky
$108K -$11.6K -4,266 -10%
CA
241
Claro Advisors
Massachusetts
$108K -$2.12K -779 -2%
HWM
242
HB Wealth Management
Georgia
$105K +$49.1K +18,052 +88%
RCAG
243
Rehmann Capital Advisory Group
Michigan
$104K +$9.39K +3,451 +10%
CW
244
CreativeOne Wealth
Kansas
$104K -$12.7K -4,676 -11%
BTWM
245
Baker Tilly Wealth Management
Wisconsin
$103K -$1.2K -441 -1%
OL
246
Optas LLC
Texas
$100K -$14.8K -5,448 -13%
PCS
247
Personal CFO Solutions
New Jersey
$100K +$1.49K +547 +2%
CG
248
CFO4Life Group
Texas
$99K – – –
PTP
249
Platform Technology Partners
New York
$97.5K – – –
Lido Advisors
250
Lido Advisors
California
$97.2K +$16.2K +5,970 +20%
8 9
10
11 12