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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 %
SPIA
276
Steward Partners Investment Advisory
New York
$69.2K +$19.1K +7,020 +38%
LA
277
Lifeworks Advisors
Michigan
$68.7K -$4.47K -1,643 -6%
HH
278
Hilltop Holdings
Texas
$68.6K -$2.28K -839 -3%
HIP
279
HUB Investment Partners
Texas
$67.7K -$1.04K -382 -2%
IAS
280
Insigneo Advisory Services
Florida
$67.6K +$4.75K +1,746 +8%
OWA
281
Octavia Wealth Advisors
Ohio
$67.2K – – –
PMG
282
ProVise Management Group
Florida
$67.1K – – –
MSA
283
Marino Stram & Associates
Massachusetts
$66.6K – – –
KFS
284
Keynote Financial Services
Connecticut
$66.4K -$544 -200 -0.8%
ICP
285
Impact Capital Partners
Colorado
$66.2K +$66.2K +24,345 New
SC
286
Scotia Capital
Ontario, Canada
$65.3K -$73.1K -26,874 -53%
VCM
287
Virtue Capital Management
Tennessee
$64.7K -$1.02K -373 -2%
CIA
288
Choate Investment Advisors
Massachusetts
$64.6K +$64.6K +23,758 New
SMA
289
Sage Mountain Advisors
Georgia
$64.4K -$10.5K -3,843 -14%
TPI
290
Trust Point Inc
Wisconsin
$64.2K -$7.09K -2,607 -10%
WFI
291
West Family Investments
California
$63.4K -$1.79K -659 -3%
LCWP
292
Legacy Capital Wealth Partners
Arkansas
$62K +$2.14K +786 +4%
LC
293
Lindbrook Capital
California
$61.6K -$6.76K -2,486 -10%
AWM
294
Ariadne Wealth Management
California
$61.3K -$4.69K -1,512 -7%
CFG
295
Cooper Financial Group
California
$61.1K +$15.2K +5,597 +33%
GDP
296
Great Diamond Partners
Maine
$60.8K +$432 +159 +0.7%
AHL
297
Abel Hall LLC
Louisiana
$60.5K -$5.17K -1,902 -8%
WIA
298
World Investment Advisors
California
$60.4K +$4.85K +1,782 +9%
PGFC
299
Peapack-Gladstone Financial Corp
New Jersey
$60K – – –
PFW
300
Petros Family Wealth
Minnesota
$58.9K +$58.9K +21,655 New
10 11
12
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