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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.

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 Market Value Shares Shares
Change 		Shares
Change %
Charles Schwab
51
Charles Schwab
California
$2.39M 875,406 +278,349 +47%
SFA
52
Semmax Financial Advisors
North Carolina
$2.32M 779,586 -16,048 -2%
SEI Investments
53
SEI Investments
Pennsylvania
$2.29M 840,209 +176,464 +27%
OAM
54
Oppenheimer Asset Management
New York
$2.28M 836,234 +192,994 +30%
Creative Planning
55
Creative Planning
Kansas
$2.24M 822,309 +162,369 +25%
DW30
56
Drucker Wealth 3.0
New Jersey
$2.06M 754,340 +754,340 New
Rockefeller Capital Management
57
Rockefeller Capital Management
New York
$1.93M 708,379 +40,208 +6%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$1.83M 668,271 +138,545 +26%
Bank of New York Mellon
59
Bank of New York Mellon
New York
$1.77M 648,513 +120,257 +23%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.76M 644,572 -50,337 -7%
RJFSA
61
Raymond James Financial Services Advisors
Florida
$1.75M 641,053 +17,346 +3%
ECM
62
English Capital Management
Michigan
$1.72M 629,115 – –
Mariner
63
Mariner
Kansas
$1.54M 562,864 +70,648 +14%
LMIM
64
Lockheed Martin Investment Management
Maryland
$1.52M 555,000 +555,000 New
US Bancorp
65
US Bancorp
Minnesota
$1.51M 554,474 +148,031 +36%
BCI
66
Brinker Capital Investments
Pennsylvania
$1.5M 548,126 +396,044 +260%
OPS
67
Orion Portfolio Solutions
Nebraska
$1.5M 548,126 +396,044 +260%
VPIM
68
Vanguard Personalized Indexing Management
California
$1.48M 541,625 +84,403 +18%
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$1.31M 478,376 +89,508 +23%
AAS
70
Avantax Advisory Services
Texas
$1.29M 472,726 +180,056 +62%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.28M 468,049 -13,333 -3%
CG
72
Caprock Group
Idaho
$1.24M 454,613 +278,868 +159%
VAS
73
Vestmark Advisory Solutions
Massachusetts
$1.22M 447,211 +11,213 +3%
NW
74
NewEdge Wealth
Pennsylvania
$1.21M 442,801 -1,306 -0.3%
DS
75
DRW Securities
Illinois
$1.11M 404,791 +40,081 +11%
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