LYG icon

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 %
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$354K -$152K -55,647 -30%
BP
127
Ballentine Partners
Massachusetts
$345K +$56.2K +20,583 +19%
UCFA
128
United Capital Financial Advisors
Texas
$343K -$2.56K -936 -0.7%
Cambridge Investment Research Advisors
129
Cambridge Investment Research Advisors
Iowa
$336K +$25.5K +9,316 +8%
Prudential Financial
130
Prudential Financial
New Jersey
$333K +$139K +51,069 +72%
ECM
131
Evergreen Capital Management
Washington
$328K +$7.68K +2,814 +2%
SC
132
Syon Capital
California
$328K +$12.4K +4,527 +4%
MOS
133
MGO One Seven
Ohio
$303K +$69.4K +25,410 +30%
KOCAA
134
Knights of Columbus Asset Advisors
Connecticut
$294K – – –
FAFN
135
First Affirmative Financial Network
Colorado
$292K -$4.42K -1,618 -1%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$290K +$59.3K +21,709 +26%
AWA
137
Aaron Wealth Advisors
Illinois
$272K +$15.5K +5,681 +6%
Corient Private Wealth
138
Corient Private Wealth
Florida
$270K +$50.9K +18,645 +23%
MGWM
139
Marks Group Wealth Management
Minnesota
$255K +$255K +93,436 New
SC
140
Sepio Capital
Utah
$255K – – –
BTI
141
Blue Trust Inc
Georgia
$254K +$96.7K +37,341 +61%
DAS
142
Dynamic Advisor Solutions
Arizona
$254K +$69K +25,280 +37%
CWS
143
Cypress Wealth Services
California
$253K -$1.42K -521 -0.6%
IWC
144
Integrated Wealth Concepts
Massachusetts
$248K -$44.3K -16,230 -15%
CTC
145
Cetera Trust Company
Minnesota
$244K – – –
ASN
146
Advisory Services Network
Georgia
$242K -$9.97K -3,652 -4%
Jones Financial Companies
147
Jones Financial Companies
Missouri
$239K +$239K +87,659 New
Squarepoint
148
Squarepoint
New York
$238K -$1.13M -414,981 -83%
SA
149
Sanctuary Advisors
Indiana
$237K +$237K +90,692 New
CC
150
Callan Capital
California
$236K +$93.9K +34,404 +66%
4 5
6
7 8