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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 %
FFA
376
Farther Finance Advisors
California
$13.8K +$6.08K +2,179 +78%
HI
377
Horizon Investments
North Carolina
$13K +$13K +4,868 New
CA
378
Clearstead Advisors
Ohio
$12.2K +$12.2K +4,472 New
JWA
379
JFS Wealth Advisors
Pennsylvania
$11.5K – – –
MCM
380
Manchester Capital Management
Vermont
$11.1K +$11.1K +4,051 New
GEA
381
Glen Eagle Advisors
New Jersey
$10.9K +$5.46K +2,000 +100%
PTC
382
Private Trust Company
Ohio
$10.3K +$1.93K +708 +23%
PFBT
383
Parkside Financial Bank & Trust
Missouri
$9.71K – – –
SWS
384
SYSTM Wealth Solutions
Illinois
$9.3K +$9.3K +3,407 New
NS
385
NBC Securities
Alabama
$9K – – –
UB
386
UMB Bank
Missouri
$7.66K – – –
RWA
387
Redmont Wealth Advisors
Illinois
$7.57K – – –
GKIM
388
GW&K Investment Management
Massachusetts
$7K +$1.15K +413 +20%
ZB
389
Zions Bancorporation
Utah
$6.5K +$1.94K +712 +43%
Barclays
390
Barclays
United Kingdom
$6K – – –
BFEC
391
Benjamin F. Edwards & Company
Missouri
$5K +$5K +1,684 New
CA
392
Crewe Advisors
Utah
$4.82K +$4.82K +1,765 New
RFG
393
RFP Financial Group
Georgia
$4.73K +$2.07K +758 +78%
FFO
394
Fortitude Family Office
Arizona
$4.62K – – –
BIA
395
Bell Investment Advisors
California
$4.08K – – –
HNB
396
Huntington National Bank
Ohio
$3.82K -$6.97K -2,552 -65%
AWM
397
Avior Wealth Management
Nebraska
$3.62K -$24.4K -8,935 -87%
Kayne Anderson Rudnick Investment Management
398
Kayne Anderson Rudnick Investment Management
California
$3.33K +$117 +43 +4%
TPCW
399
TD Private Client Wealth
New York
$3.22K +$1.91K +701 +147%
Bessemer Group
400
Bessemer Group
New Jersey
$3K – – –
14 15
16
17 18