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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.

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
Norges Bank
2
Norges Bank
Norway
$0
3
Millennium Management
3
Millennium Management
New York
$6.81M
4
Ameriprise
4
Ameriprise
Minnesota
$2.63M
5
Optiver Holding
5
Optiver Holding
Netherlands
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
QCM
26
QRG Capital Management
Illinois
$6.12M 1,961,137 +255,668 +15%
LPL Financial
27
LPL Financial
California
$6.11M 1,959,532 +345,702 +21%
Citigroup
28
Citigroup
New York
$5.32M 1,703,943 +627,592 +58%
TC
29
TownSquare Capital
Utah
$4.74M 1,518,111 +402,998 +36%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.63M 1,482,792 +394,364 +36%
RWM
31
Ritholtz Wealth Management
New York
$4.61M 1,478,974 +252,365 +21%
Natixis Advisors
32
Natixis Advisors
Massachusetts
$4.55M 1,456,899 +2,485 +0.2%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$4.41M 1,407,595 -428,170 -23%
EI
34
Ethic Inc
New York
$4.14M 1,596,619 +15,829 +1%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$3.86M 1,238,689 +17,388 +1%
TCCM
36
Timber Creek Capital Management
Massachusetts
$3.7M 1,185,279 -189,635 -14%
Stifel Financial
37
Stifel Financial
Missouri
$3.55M 1,136,968 +65,629 +6%
Franklin Resources
38
Franklin Resources
California
$3.38M 1,085,483 -469,911 -30%
LCM
39
Logan Capital Management
Pennsylvania
$3.31M 1,059,457 +45,249 +4%
UBS Group
40
UBS Group
Switzerland
$3.3M 1,057,947 +352 +0%
AMG
41
Advisors Management Group
Wisconsin
$3.3M 1,056,774 -4,360 -0.4%
Charles Schwab
42
Charles Schwab
California
$3.29M 1,055,584 +180,178 +21%
OAM
43
Oppenheimer Asset Management
New York
$3.19M 1,022,677 +186,443 +22%
Mercer Global Advisors
44
Mercer Global Advisors
Colorado
$3.19M 1,041,984 +41,463 +4%
ANTB
45
AMG National Trust Bank
Colorado
$3.13M 1,002,428 +1,353 +0.1%
Creative Planning
46
Creative Planning
Kansas
$2.97M 952,249 +129,940 +16%
BCI
47
Brinker Capital Investments
Pennsylvania
$2.95M 945,580 +397,454 +73%
OPS
48
Orion Portfolio Solutions
Nebraska
$2.95M 945,580 +397,454 +73%
HJIM
49
Henry James International Management
New York
$2.84M 908,693 -60,158 -6%
HighTower Advisors
50
HighTower Advisors
Illinois
$2.82M 905,701 +261,129 +41%
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