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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 %
CA
151
Continuum Advisory
Idaho
$235K +$2.12K +778 +0.9%
IC
152
IEQ Capital
California
$234K +$50.1K +18,338 +27%
WS
153
Wedbush Securities
California
$233K +$80K +29,263 +52%
Capstone Investment Advisors
154
Capstone Investment Advisors
New York
$228K +$151K +55,323 +196%
MW
155
Marcum Wealth
Ohio
$226K +$31.5K +11,540 +16%
FIA
156
Foundations Investment Advisors
Arizona
$222K +$12.4K +4,527 +6%
FIM
157
Freedom Investment Management
Connecticut
$219K -$38.6K -14,143 -15%
XT
158
XTX Topco
Cayman Islands
$217K -$5.85K -2,142 -3%
AIM
159
Anchor Investment Management
South Carolina
$213K -$68.3K -25,000 -24%
FVWA
160
Foster Victor Wealth Advisors
South Carolina
$205K -$173K -56,866 -46%
Walleye Trading
161
Walleye Trading
New York
$203K +$203K +74,537 New
Allspring Global Investments
162
Allspring Global Investments
North Carolina
$203K +$111K +40,799 +122%
KAS
163
Kestra Advisory Services
Texas
$200K +$54.2K +27,164 +37%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$194K +$53.3K +19,525 +38%
CL
165
Choreo LLC
Illinois
$189K +$158K +56,611 +503%
P
166
Pitcairn
Pennsylvania
$189K +$19.2K +7,037 +11%
SCP
167
Sivia Capital Partners
California
$188K +$235 +86 +0.1%
AGC
168
Aspen Grove Capital
Colorado
$184K +$1.74K +639 +1%
OKSA
169
O'Keefe Stevens Advisory
New York
$184K +$29.6K +10,856 +19%
IAA
170
Independent Advisor Alliance
North Carolina
$180K -$19.8K -7,236 -10%
AP
171
Advisors Preferred
Maryland
$177K +$177K +63,601 New
AWM
172
Aprio Wealth Management
Georgia
$175K +$45.1K +16,521 +35%
AWAP
173
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$174K -$21.4K -7,836 -11%
Toronto Dominion Bank
174
Toronto Dominion Bank
Ontario, Canada
$173K -$16.7K -6,130 -9%
EARNEST Partners
175
EARNEST Partners
Georgia
$172K -$53.7K -19,678 -24%
5 6
7
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