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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 %
FFG
326
Fiduciary Financial Group
California
$38.9K +$38.9K +12,797 New
IPWA
327
International Private Wealth Advisors
California
$38K +$38K +13,934 New
EFSCE
328
Enterprise Financial Services Corp (EFSC)
Missouri
$37.6K – – –
MA
329
Mutual Advisors
Nebraska
$37.5K -$10.2K -3,291 -21%
ACA
330
Aptus Capital Advisors
Alabama
$37.4K +$37.4K +13,690 New
PFCS
331
Pale Fire Capital SE
Czech Republic
$36.9K +$36.9K +13,510 New
PA
332
PFG Advisors
Arizona
$36.2K – – –
RSWM
333
Robertson Stephens Wealth Management
California
$36.2K +$8.68K +3,178 +32%
Thrivent Financial for Lutherans
334
Thrivent Financial for Lutherans
Minnesota
$36K +$36K +13,347 New
AAP
335
Arax Advisory Partners
Colorado
$35.9K +$1.61K +591 +5%
CAI
336
Capital Advisors Inc
Oklahoma
$35.8K +$35.8K +13,123 New
JIC
337
Johnson Investment Counsel
Ohio
$35.6K +$1.07K +390 +3%
BWM
338
Baron Wealth Management
Michigan
$35.2K +$35.2K +12,882 New
TAM
339
Tocqueville Asset Management
New York
$35.1K +$35.1K +12,868 New
BHB
340
Bank Hapoalim BM
Israel
$35K – – –
CIAS
341
Capital Investment Advisory Services
North Carolina
$34.8K -$2.06K -754 -6%
RIL
342
Rothschild Investment LLC
Illinois
$34.6K +$32.1K +11,757 +1,306%
X
343
Xponance
Pennsylvania
$33.9K +$6.19K +2,267 +22%
IC
344
Iconiq Capital
California
$33.7K +$33.7K +12,354 New
CWM
345
Cherrydale Wealth Management
New Jersey
$33K – – –
CFGS
346
Concourse Financial Group Securities
Alabama
$32.9K – – –
CT
347
Colonial Trust
South Carolina
$32.8K – – –
FWM
348
FMB Wealth Management
California
$32.3K -$248 -91 -0.8%
T
349
TCWP
Ohio
$32K +$32K +11,712 New
PI
350
PFG Investments
New York
$31.8K +$999 +366 +3%
12 13
14
15 16