We are live on ! Find out more
LYG icon

Lloyds Banking Group

455 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2024 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 154 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $719K | Put options by funds: $236K

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

6% more funds holding

Funds holding: 429455 (+26)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.74% less ownership

Funds ownership: 2.54%0.8% (-1.7%)

9% less capital invested

Capital invested by funds: $1.26B → $1.14B (-$116M)

13% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 176

Holders
455
Holders Change
+26
Holders Change %
+6.06%
% of All Funds
5.99%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
60
Increased
154
Reduced
176
Closed
28
Calls
$719K
Puts
$236K
Net Calls
+$483K
Net Calls Change
+$324K
Name Holding Trade Value Shares
Change
Change in
Stake
PTP
251
Platform Technology Partners
New York
$97.5K
Lido Advisors
252
Lido Advisors
California
$97.2K +$17.1K +5,970 +20%
DWM
253
Diversify Wealth Management
Utah
$96.3K -$10.3K -3,609 -9%
CWM
254
CarsonAllaria Wealth Management
Illinois
$96.3K -$18.3K -6,416 -15%
IA
255
IFP Advisors
Florida
$94.4K +$22.2K +7,757 +29%
Two Sigma Investments
256
Two Sigma Investments
New York
$94K
AA
257
Addison Advisors
Vermont
$93.7K -$5.98K -2,094 -6%
PMA
258
Prudent Man Advisors
Illinois
$93.4K
CA
259
Crumly & Associates
Illinois
$90.5K +$23K +8,042 +32%
SC
260
Savant Capital
Illinois
$89.7K -$24.4K -8,532 -21%
PFS
261
Prospera Financial Services
Texas
$87.9K -$19.5K -6,811 -17%
Brown Advisory
262
Brown Advisory
Maryland
$86.5K +$90.8K +31,798 New
DAS
263
Diversify Advisory Services
Utah
$84.3K -$7.48K -2,620 -7%
TCM
264
TT Capital Management
California
$83.3K +$84.2K +29,471 New
PA
265
Procyon Advisors
Connecticut
$82.8K -$24K -8,410 -22%
AA
266
AlphaMark Advisors
Kentucky
$81K +$5.38K +1,885 +7%
IC
267
Iconiq Capital
California
$80.9K -$52.4K -18,339 -38%
WPC
268
Wedmont Private Capital
Pennsylvania
$79K +$4.46K +1,561 +5%
SF
269
Summit Financial
New Jersey
$78.9K +$82.8K +29,010 New
UWS
270
Unique Wealth Strategies
Illinois
$76.9K +$2.06K +722 +3%
WTC
271
WhitTier Trust Company
Nevada
$76.8K
SIC
272
Sage Investment Counsel
Tennessee
$76.2K +$80K +28,000 New
TW
273
Traveka Wealth
California
$75.9K +$79.7K +27,901 New
IRC
274
Investors Research Corp
Georgia
$73.8K
LCM
275
Lazari Capital Management
California
$73.2K +$18.6K +6,517 +32%

LYG Hedge Fund Activity: Q4 2024 in Review

455 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q4 2024, worth a combined $1.14B — down 9.2% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new LYG positions and 28 closed out — a net gain of 32 holders — while 154 added to existing stakes and 176 trimmed.

The largest buyer was L1 Capital, opening a new position worth an estimated $267M. The largest seller was Morningstar Investment Services, cutting an estimated $24.1M.

  • 455 institutional investors held Lloyds Banking Group (LYG) as of Q4 2024, up from 429 in Q3 2024.
  • Funds reported $1.14B of Lloyds Banking Group stock for Q4 2024, down 9.2% quarter-over-quarter.
  • 60 funds opened new Lloyds Banking Group positions in Q4 2024 and 28 closed out, a net change of +32 holders.
  • The largest Lloyds Banking Group buyer in Q4 2024 was L1 Capital, an estimated $267M added.
  • The largest Lloyds Banking Group seller in Q4 2024 was Morningstar Investment Services, an estimated $24.1M sold.

Based on aggregated 13F filings for Q4 2024.