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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 %
NA
276
NewEdge Advisors
Louisiana
$76K +$26.3K +8,440 +53%
VCM
277
Virtue Capital Management
Tennessee
$75.4K -$1.13K -361 -1%
AHL
278
Abel Hall LLC
Louisiana
$75.4K +$8.14K +2,610 +12%
WFI
279
West Family Investments
California
$74.8K +$8.41K +2,694 +13%
IAS
280
Insigneo Advisory Services
Florida
$72.1K +$24.2K +7,742 +50%
DOA
281
D'Orazio & Associates
Virginia
$71.1K -$7.23K -2,317 -9%
SCA
282
Snowden Capital Advisors
New York
$71.1K +$1.82K +584 +3%
BPA
283
Beacon Pointe Advisors
California
$70.3K -$12.5K -4,017 -15%
WSWA
284
Warren Street Wealth Advisors
California
$70.1K +$2.17K +694 +3%
GDP
285
Great Diamond Partners
Maine
$69.3K +$368 +118 +0.5%
PGFC
286
Peapack-Gladstone Financial Corp
New Jersey
$69K – – –
LCWP
287
Legacy Capital Wealth Partners
Arkansas
$68.6K +$68.6K +21,991 New
CAM
288
Cidel Asset Management
Ontario, Canada
$67.4K – – –
BRWA
289
B. Riley Wealth Advisors
Florida
$67.2K -$10.7K -3,478 -14%
AF
290
Allworth Financial
California
$66.2K -$2.77K -889 -4%
HWM
291
HB Wealth Management
Georgia
$63.7K +$11.4K +3,651 +22%
WIA
292
World Investment Advisors
California
$63.7K +$63.7K +20,415 New
LCM
293
Lazari Capital Management
California
$63.6K +$10.5K +3,371 +20%
KOC
294
Koss-Olinger Consulting
Florida
$63K +$63K +20,271 New
PCC
295
Park Circle Company
Maryland
$62.4K – – –
SIC
296
Salem Investment Counselors
North Carolina
$62.4K +$4.68K +1,500 +8%
EWA
297
EverSource Wealth Advisors
Alabama
$62.4K +$7.61K +2,439 +14%
CWM
298
Centurion Wealth Management
Virginia
$62.2K +$62.2K +19,941 New
AssetMark Inc
299
AssetMark Inc
California
$62K -$19.8K -6,356 -24%
IWM
300
IHT Wealth Management
Illinois
$61.7K +$61.7K +19,973 New
10 11
12
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