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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.

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 %
MG
426
Mather Group
Illinois
$3.5K – – –
GJIA
427
Glass Jacobson Investment Advisors
Maryland
$3.23K +$3.23K +1,188 New
Kayne Anderson Rudnick Investment Management
428
Kayne Anderson Rudnick Investment Management
California
$3.14K – – –
KIM
429
Kestra Investment Management
Texas
$2.87K +$2.87K +1,055 New
W
430
WealthCollab
Washington
$2.85K -$3.81K -1,400 -57%
RWS
431
Retirement Wealth Solutions
Wisconsin
$2.68K +$2.68K +1,039 New
HI
432
Harbour Investments
Wisconsin
$2.67K – – –
SWM
433
Spire Wealth Management
Virginia
$2.34K +$163 +60 +8%
CPG
434
Cornerstone Planning Group
New Jersey
$2.08K -$787 -258 -27%
DRP
435
Decker Retirement Planning
Utah
$2K +$2K +736 New
MCM
436
Manchester Capital Management
Vermont
$1.57K -$9.44K -3,468 -86%
TCM
437
TD Capital Management
Tennessee
$1.44K +$1.44K +528 New
CFO
438
CVA Family Office
Colorado
$1.34K – – –
PWA
439
Physician Wealth Advisors
Utah
$1.21K +$1.21K +443 New
HFS
440
HBC Financial Services
Washington
$1K – – –
MAS
441
MPWM Advisory Solutions
Georgia
$843 +$843 +310 New
MFG
442
Mendota Financial Group
Wisconsin
$632 -$297 -109 -32%
WA
443
WPG Advisers
Maryland
$607 +$607 +223 New
MEG
444
Millstone Evans Group
Colorado
$563 +$563 +207 New
AWM
445
Abound Wealth Management
Tennessee
$547 – – –
CA
446
Clearstead Advisors
Ohio
$544 -$11.6K -4,272 -96%
LDB
447
Lee, Danner & Bass
Tennessee
$544 +$544 +200 New
PWA
448
Provenance Wealth Advisors
Florida
$473 – – –
SIS
449
Sound Income Strategies
Florida
$438 – – –
HNW
450
High Note Wealth
Minnesota
$174 +$174 +64 New
16 17
18
19 20