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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
1
ClearBridge Investments
New York
$80.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
Millennium Management
2
Millennium Management
New York
$6.81M
3
Ameriprise
3
Ameriprise
Minnesota
$2.63M
4
Optiver Holding
4
Optiver Holding
Netherlands
$2.44M
5
MFIM
5
Mesirow Financial Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FPAS
351
Focus Partners Advisor Solutions
Missouri
$37.2K +$37.2K +11,916 New
PI
352
PFG Investments
New York
$37K +$633 +203 +2%
FWM
353
FMB Wealth Management
California
$36.9K -$9 -3 -0%
TW
354
TritonPoint Wealth
Maryland
$36.1K +$36.1K +11,508 New
C
355
Certuity
Florida
$36.1K +$36.1K +11,561 New
SAG
356
SageView Advisory Group
California
$35.5K -$75.8K -24,287 -68%
HI
357
Horizon Investments
North Carolina
$35.4K +$20.2K +6,487 +133%
CFGS
358
Concourse Financial Group Securities
Alabama
$34.6K -$3.03K -972 -8%
FFS
359
Founders Financial Securities
Maryland
$34.5K +$34.5K +11,060 New
AWA
360
Aletheian Wealth Advisors
Washington
$34.2K +$34.2K +10,974 New
CIAS
361
Capital Investment Advisory Services
North Carolina
$34.2K -$5.62K -1,800 -14%
BCAM
362
Boston Common Asset Management
Massachusetts
$34K – – –
HFP
363
Holistic Financial Partners
Indiana
$33.9K -$59.8K -19,167 -64%
TCA
364
Transcend Capital Advisors
New Jersey
$33.7K +$1.93K +617 +6%
RSWM
365
Robertson Stephens Wealth Management
California
$33.1K -$8.29K -2,658 -20%
MA
366
Mutual Advisors
Nebraska
$32.4K -$6.62K -2,049 -17%
Hotchkis & Wiley Capital Management
367
Hotchkis & Wiley Capital Management
California
$31.9K -$2.18K -700 -6%
ICP
368
Interchange Capital Partners
Pennsylvania
$31.6K -$253 -81 -0.8%
GAG
369
GM Advisory Group
New York
$31.2K – – –
SFP
370
Shepherd Financial Partners
Massachusetts
$31.2K – – –
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$28.2K +$1.24K +398 +5%
Group One Trading
372
Group One Trading
Illinois
$27.3K +$10.3K +3,300 +60%
CAS
373
Coppell Advisory Solutions
Texas
$25.8K -$3.39K -1,081 -12%
RA
374
Rise Advisors
New York
$23K +$393 +126 +2%
FFA
375
Farther Finance Advisors
California
$22.8K +$7.33K +2,349 +47%
13 14
15
16 17