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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 %
AAP
351
Arax Advisory Partners
Colorado
$35.5K -$2.63K -965 -7%
C
352
Certuity
Florida
$35.4K +$3.93K +1,445 +12%
BHB
353
Bank Hapoalim BM
Israel
$35K – – –
DWM
354
Defined Wealth Management
Oregon
$34.9K -$280 -103 -0.8%
AWA
355
Arkadios Wealth Advisors
Georgia
$34.8K -$2.29K -841 -6%
SQA
356
Simon Quick Advisors
New Jersey
$34.5K +$34.5K +12,687 New
JTWM
357
Jackson Thornton Wealth Management
Alabama
$34.3K +$34.3K +12,595 New
SS
358
SBI Securities
Japan
$34.2K +$34.2K +12,585 New
BWM
359
Baron Wealth Management
Michigan
$33.5K -$12.3K -4,528 -27%
BPA
360
Beacon Pointe Advisors
California
$33.1K -$28.2K -10,380 -46%
FFG
361
Fiduciary Financial Group
California
$33K – – –
CWM
362
Cherrydale Wealth Management
New Jersey
$32.9K – – –
EFSCE
363
Enterprise Financial Services Corp (EFSC)
Missouri
$32.8K – – –
CT
364
Colonial Trust
South Carolina
$32.6K – – –
TCA
365
Transcend Capital Advisors
New Jersey
$32.6K +$3.19K +1,172 +11%
PI
366
PFG Investments
New York
$32.3K – – –
FWM
367
FMB Wealth Management
California
$32.1K – – –
MFIM
368
Mesirow Financial Investment Management
Illinois
$31.9K +$31.9K +11,743 New
HI
369
Horizon Investments
North Carolina
$31.5K +$574 +211 +2%
MFG
370
Merit Financial Group
Georgia
$31.3K -$8.45K -3,106 -21%
TW
371
TritonPoint Wealth
Maryland
$31.3K – – –
Focus Partners Wealth
372
Focus Partners Wealth
Massachusetts
$31.1K +$31.1K +11,451 New
AIA
373
Angeles Investment Advisors
California
$31K -$10.6K -3,911 -26%
SAG
374
SageView Advisory Group
California
$30.9K -$101 -37 -0.3%
FFS
375
Founders Financial Securities
Maryland
$30.8K +$677 +249 +2%
13 14
15
16 17