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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 %
KP
251
Keel Point
Alabama
$76K +$20.7K +7,100 +38%
CC
252
Copperleaf Capital
North Carolina
$75.3K -$5.88K -2,153 -7%
SMA
253
Sage Mountain Advisors
Georgia
$75.1K +$12.3K +4,520 +20%
DWM
254
Diversify Wealth Management
Utah
$74.9K +$74.9K +27,425 New
CA
255
Crumly & Associates
Illinois
$74.6K -$1.21K -442 -2%
VCM
256
Virtue Capital Management
Tennessee
$74.2K -$1.15K -380 -2%
IRC
257
Investors Research Corp
Georgia
$74.1K – – –
WPC
258
Wedmont Private Capital
Pennsylvania
$73.7K +$16.1K +5,336 +28%
UWS
259
Unique Wealth Strategies
Illinois
$72.9K – – –
BPA
260
Beacon Pointe Advisors
California
$72.5K +$7.61K +2,786 +12%
LA
261
Lifeworks Advisors
Michigan
$72K -$672 -246 -0.9%
AssetMark Inc
262
AssetMark Inc
California
$71.6K +$9.66K +3,540 +16%
WTC
263
WhitTier Trust Company
Nevada
$70.3K +$6.3K +2,306 +10%
HIP
264
HUB Investment Partners
Texas
$69.9K +$18.1K +6,623 +35%
BRWA
265
B. Riley Wealth Advisors
Florida
$69.2K +$69.2K +25,337 New
SFC
266
SYM Financial Corp
Indiana
$68.9K +$68.9K +25,251 New
DOA
267
D'Orazio & Associates
Virginia
$68.6K +$26.3K +9,630 +62%
OWA
268
Octavia Wealth Advisors
Ohio
$67.5K +$4.15K +1,520 +7%
KFS
269
Keynote Financial Services
Connecticut
$67.2K – – –
AF
270
Allworth Financial
California
$67K +$2.09K +688 +3%
MSA
271
Marino Stram & Associates
Massachusetts
$66.9K – – –
GM
272
GeoWealth Management
Illinois
$65.7K +$10.9K +3,988 +20%
PMG
273
ProVise Management Group
Florida
$65K – – –
HPM
274
Hoxton Planning & Management
West Virginia
$64.2K +$35.1K +12,866 +121%
FTUS
275
Flow Traders U.S.
New York
$63K +$63K +23,139 New
9 10
11
12 13