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

Top Sellers

1
MIP
Mondrian Investment Partners
United Kingdom
$226M
2
Macquarie Group
Macquarie Group
Australia
$19.7M
3
Millennium Management
Millennium Management
New York
$9.37M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$44.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
276
Snowden Capital Advisors
New York
$60.6K +$30K +10,999 +98%
GDP
277
Great Diamond Partners
Maine
$60.3K -$11.6K -4,256 -16%
PGFC
278
Peapack-Gladstone Financial Corp
New Jersey
$60K – – –
WSWA
279
Warren Street Wealth Advisors
California
$59.4K +$2.87K +1,051 +5%
CAM
280
Cidel Asset Management
Ontario, Canada
$59K – – –
WAG
281
Wallace Advisory Group
California
$58.8K +$58.8K +21,543 New
AHL
282
Abel Hall LLC
Louisiana
$58.8K +$4.62K +1,691 +9%
SWP
283
Stratos Wealth Partners
Ohio
$58.7K -$2.5K -914 -4%
NG
284
Norden Group
Utah
$58.6K +$58.6K +21,470 New
PCG
285
Prosperity Consulting Group
Maryland
$58.4K -$182K -66,562 -76%
WFI
286
West Family Investments
California
$58.1K – – –
FAIM
287
Financial Advocates Investment Management
Washington
$57.8K +$57.8K +21,156 New
BTWM
288
Baker Tilly Wealth Management
Wisconsin
$55.7K +$55.7K +20,397 New
KPWS
289
Kestra Private Wealth Services
Texas
$55.2K -$1.08K -397 -2%
PCC
290
Park Circle Company
Maryland
$54.6K – – –
SW
291
Simplicity Wealth
New Jersey
$54.2K +$786 +288 +1%
BFG
292
Bleakley Financial Group
New Jersey
$54.2K +$786 +288 +1%
PA
293
Procyon Advisors
Connecticut
$54K +$54K +19,787 New
CAAS
294
Capital Asset Advisory Services
Michigan
$54K -$4.37K -1,486 -7%
MNBTD
295
Moody National Bank Trust Division
Texas
$53.9K – – –
EWA
296
EverSource Wealth Advisors
Alabama
$53.2K +$4.48K +1,477 +9%
SMA
297
Seven Mile Advisory
New Jersey
$52.1K +$912 +334 +2%
SIC
298
Salem Investment Counselors
North Carolina
$50.5K +$16.4K +6,000 +48%
SAI
299
Savvy Advisors Inc
New York
$50.1K +$10.6K +3,870 +27%
NRC
300
New Republic Capital
North Carolina
$48.7K +$6.83K +2,501 +16%
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