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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 %
CIA
301
Concurrent Investment Advisors
Florida
$48.7K +$6.08K +2,228 +14%
LNWTC
302
Laird Norton Wetherby Trust Company
Washington
$48.4K – – –
SXL
303
Summit X LLC
Missouri
$47.7K +$47.7K +16,065 New
TRCT
304
Tower Research Capital (TRC)
New York
$47.5K -$118K -43,094 -71%
DAS
305
Diversify Advisory Services
Utah
$47.3K +$47.3K +16,079 New
SFG
306
Sterling Financial Group
California
$47K -$8.18K -2,997 -15%
CCG
307
Catalina Capital Group
California
$46.7K +$2.64K +966 +6%
KeyBank National Association
308
KeyBank National Association
Ohio
$46.5K +$79 +29 +0.2%
LCM
309
Lazari Capital Management
California
$46.5K +$46.5K +17,020 New
HWM
310
HB Wealth Management
Georgia
$45.8K – – –
CFG
311
Cooper Financial Group
California
$45.7K -$483 -177 -1%
RPCONE
312
Retirement Planning Company of New England
Rhode Island
$44.5K -$7.47K -2,736 -14%
RA
313
Riversedge Advisors
Delaware
$43.9K +$3.89K +1,425 +10%
NA
314
NewEdge Advisors
Louisiana
$43.5K +$5.41K +1,981 +14%
WPW
315
Waldron Private Wealth
Pennsylvania
$43.5K – – –
FDCDDQ
316
Federation des caisses Desjardins du Quebec
Quebec, Canada
$43.4K +$2.46K +900 +6%
DADC
317
D.A. Davidson & Co
Montana
$42.1K – – –
FHA
318
First Horizon Advisors
Tennessee
$42.1K -$8.18K -2,995 -16%
IAS
319
Insigneo Advisory Services
Florida
$41.9K +$41.9K +15,353 New
AIA
320
Angeles Investment Advisors
California
$41.7K +$11.6K +4,262 +39%
EGM
321
Engineers Gate Manager
New York
$41.6K +$41.6K +15,250 New
BJL
322
Brighton Jones LLC
Washington
$41.5K +$5.73K +2,097 +16%
SFP
323
Sweet Financial Partners
Minnesota
$41K – – –
JC
324
JB Capital
Connecticut
$41K +$41K +15,000 New
BCG
325
Breakwater Capital Group
New Jersey
$40.2K – – –
11 12
13
14 15