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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 %
HWM
401
HighMark Wealth Management
Minnesota
$2.9K +$46 +17 +2%
MG
402
Mather Group
Illinois
$2.86K -$878 -339 -23%
TCM
403
Tradewinds Capital Management
Washington
$2.82K +$90 +33 +3%
CWC
404
Carolinas Wealth Consulting
North Carolina
$2.41K +$2.41K +884 New
HI
405
Harbour Investments
Wisconsin
$2.24K – – –
SWM
406
Spire Wealth Management
Virginia
$2.19K -$53.1K -19,470 -96%
CPG
407
Cornerstone Planning Group
New Jersey
$2.08K +$1.24K +454 +147%
TFF
408
The Family Firm
Maryland
$1.82K +$1.82K +667 New
OWA
409
Opal Wealth Advisors
New York
$1.59K +$1.59K +583 New
FCA
410
FinTrust Capital Advisors
South Carolina
$1.55K +$1.55K +566 New
CFO
411
CVA Family Office
Colorado
$1.35K – – –
ACA
412
Atlas Capital Advisors
Wyoming
$1.1K +$1.1K +403 New
HCP
413
Hexagon Capital Partners
Arkansas
$1.02K – – –
HFS
414
HBC Financial Services
Washington
$1K – – –
HIA
415
Harbor Investment Advisory
Maryland
$893 +$893 +327 New
CAM
416
ClariVest Asset Management
California
$671 – – –
GWM
417
Geneos Wealth Management
Colorado
$647 – – –
MFG
418
Mendota Financial Group
Wisconsin
$634 +$634 +232 New
AWM
419
Abound Wealth Management
Tennessee
$549 – – –
PWA
420
Provenance Wealth Advisors
Florida
$475 – – –
SIS
421
Sound Income Strategies
Florida
$440 +$440 +161 New
LIA
422
Lynx Investment Advisory
District of Columbia
$423 +$423 +155 New
Renaissance Technologies
423
Renaissance Technologies
New York
– -$4.27M -1,649,106 Closed
HF
424
HRT Financial
New York
– -$2.48M -958,759 Closed
Point72 Asset Management
425
Point72 Asset Management
Connecticut
– -$2.15M -831,800 Closed
14 15 16
17
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