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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.

New
Increased
Maintained
Reduced
Closed
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
ClearBridge Investments
New York
$80.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$60.2M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$20.8M
4
Morgan Stanley
Morgan Stanley
New York
$61.6M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$30.9M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$0
2
Millennium Management
Millennium Management
New York
$6.81M
3
Ameriprise
Ameriprise
Minnesota
$2.63M
4
Optiver Holding
Optiver Holding
Netherlands
$2.44M
5
MFIM
Mesirow Financial Investment Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BP
126
Ballentine Partners
Massachusetts
$460K +$66.4K +21,276 +17%
Jones Financial Companies
127
Jones Financial Companies
Missouri
$450K +$175K +55,679 +64%
Cambridge Investment Research Advisors
128
Cambridge Investment Research Advisors
Iowa
$420K +$36.5K +11,714 +10%
EAM
129
Eagle Asset Management
Florida
$418K +$39.4K +14,420 +10%
FFM
130
Forum Financial Management
Illinois
$418K – – –
Corient Private Wealth
131
Corient Private Wealth
Florida
$414K +$106K +33,862 +34%
Pacer Advisors
132
Pacer Advisors
Pennsylvania
$414K -$21.3K -6,840 -5%
Prudential Financial
133
Prudential Financial
New Jersey
$410K +$29.6K +9,474 +8%
GT
134
Glenmede Trust
Pennsylvania
$410K -$141K -45,157 -26%
MOS
135
MGO One Seven
Ohio
$403K +$56.9K +18,245 +16%
UCFA
136
United Capital Financial Advisors
Texas
$387K -$4.56K -1,462 -1%
ECM
137
Evergreen Capital Management
Washington
$379K +$4.09K +1,311 +1%
AWA
138
Aaron Wealth Advisors
Illinois
$376K +$65.2K +20,884 +21%
PA
139
Pinnacle Associates
New York
$376K +$12.2K +5,089 +3%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$374K -$30.5K -9,760 -8%
AWM
141
Apollon Wealth Management
South Carolina
$372K -$51.9K -16,645 -12%
SC
142
Syon Capital
California
$362K -$12.3K -3,932 -3%
SF
143
Synovus Financial
Georgia
$360K +$176K +56,296 +96%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$358K +$169K +54,055 +89%
KOCAA
145
Knights of Columbus Asset Advisors
Connecticut
$350K +$14.6K +4,671 +4%
WA
146
Wealth Alliance
New York
$340K +$186K +59,555 +120%
OIA
147
OneDigital Investment Advisors
Kansas
$331K +$172K +54,987 +108%
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$329K +$96.5K +30,944 +42%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$324K -$7.22K -2,314 -2%
IWC
150
Integrated Wealth Concepts
Massachusetts
$306K +$22.4K +7,186 +8%
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