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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 %
GRP
76
Global Retirement Partners
California
$1.1M +$126K +46,328 +13%
Cerity Partners
77
Cerity Partners
New York
$1.08M -$104K -37,946 -9%
Truist Financial
78
Truist Financial
North Carolina
$1.06M +$198K +72,477 +23%
NW
79
Naviter Wealth
Arkansas
$1.04M +$67K +24,543 +7%
TCPW
80
Twin City Private Wealth
North Carolina
$972K -$50.2K -18,386 -5%
Envestnet Portfolio Solutions
81
Envestnet Portfolio Solutions
Illinois
$791K +$254K +93,041 +47%
QI
82
Qtron Investments
Massachusetts
$789K -$220K -80,404 -22%
HAG
83
HF Advisory Group
Maryland
$771K +$312K +114,369 +68%
S
84
SignatureFD
Georgia
$768K +$31.6K +11,560 +4%
FTDI
85
First Trust Direct Indexing
Massachusetts
$764K +$63K +23,091 +9%
PS
86
Principal Securities
Iowa
$751K +$39.7K +14,554 +6%
EI
87
Ellevest Inc
New York
$744K +$101K +36,876 +16%
Invesco
88
Invesco
Georgia
$719K +$612K +224,228 +572%
AI
89
Atria Investments
North Carolina
$703K +$703K +257,649 New
YCM
90
Yousif Capital Management
Michigan
$692K -$31.5K -11,530 -4%
Jane Street
91
Jane Street
New York
$679K -$221K -80,814 -25%
VA
92
Vident Advisory
Georgia
$644K +$157K +57,532 +32%
IB
93
Intrust Bank
Kansas
$615K -$30.2K -11,053 -5%
Connor, Clark & Lunn Investment Management (CC&L)
94
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$608K -$12.2K -4,470 -2%
LNWWM
95
Laird Norton Wetherby Wealth Management
California
$603K -$10.5K -3,837 -2%
MCM
96
MAI Capital Management
Ohio
$601K +$435K +159,403 +262%
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$582K -$146K -53,430 -20%
PAS
98
Park Avenue Securities
New York
$582K +$223K +81,823 +62%
PAG
99
Private Advisor Group
New Jersey
$578K +$64.6K +23,659 +13%
LWAM
100
Legacy Wealth Asset Management
Minnesota
$558K +$10.1K +3,695 +2%
2 3
4
5 6