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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
Raymond James Financial
4
Raymond James Financial
Florida
$11.2M
5
Northern Trust
5
Northern Trust
Illinois
$42.4M

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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$6.29M 2,311,003 -4,348,626 -65%
Norges Bank
27
Norges Bank
Norway
$5.44M 2,000,000 +2,000,000 New
LPL Financial
28
LPL Financial
California
$5.11M 1,880,185 -79,347 -4%
TC
29
TownSquare Capital
Utah
$4.16M 1,531,180 +13,069 +0.9%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.02M 1,476,211 -6,581 -0.4%
Natixis Advisors
31
Natixis Advisors
Massachusetts
$4.01M 1,474,286 +17,387 +1%
EI
32
Ethic Inc
New York
$3.89M 1,431,036 -165,583 -10%
Mercer Global Advisors
33
Mercer Global Advisors
Colorado
$3.6M 1,322,198 +280,214 +27%
RWM
34
Ritholtz Wealth Management
New York
$3.39M 1,247,720 -231,254 -16%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$3.37M 1,238,520 -169 -0%
Citigroup
36
Citigroup
New York
$3.25M 1,195,799 -508,144 -30%
TCCM
37
Timber Creek Capital Management
Massachusetts
$3.24M 1,192,663 +7,384 +0.6%
Charles Schwab
38
Charles Schwab
California
$3.06M 1,126,422 +70,838 +7%
Stifel Financial
39
Stifel Financial
Missouri
$2.99M 1,100,314 -36,654 -3%
LCM
40
Logan Capital Management
Pennsylvania
$2.93M 1,078,041 +18,584 +2%
UBS Group
41
UBS Group
Switzerland
$2.84M 1,042,838 -15,109 -1%
Franklin Resources
42
Franklin Resources
California
$2.83M 1,039,984 -45,499 -4%
AMG
43
Advisors Management Group
Wisconsin
$2.81M 1,032,740 -24,034 -2%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$2.77M 1,018,634 +248,169 +32%
MIS
45
Morningstar Investment Services
Illinois
$2.76M 1,013,242 -8,453,729 -89%
ANTB
46
AMG National Trust Bank
Colorado
$2.73M 1,002,482 +54 +0%
OAM
47
Oppenheimer Asset Management
New York
$2.7M 991,970 -30,707 -3%
Optiver Holding
48
Optiver Holding
Netherlands
$2.69M 988,395 +204,993 +26%
Creative Planning
49
Creative Planning
Kansas
$2.66M 976,297 +24,048 +3%
SFA
50
Semmax Financial Advisors
North Carolina
$2.52M 786,729 +17,964 +2%
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