LYG icon

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 %
OKSA
151
O'Keefe Stevens Advisory
New York
$305K +$95.1K +30,471 +45%
CC
152
Callan Capital
California
$304K +$34.4K +11,022 +13%
DAS
153
Dynamic Advisor Solutions
Arizona
$303K +$13.5K +4,337 +5%
CC
154
Centiva Capital
New York
$295K +$125K +40,080 +74%
IC
155
IEQ Capital
California
$293K +$25.5K +8,158 +10%
CWS
156
Cypress Wealth Services
California
$292K +$3K +962 +1%
SC
157
Sepio Capital
Utah
$292K – – –
CL
158
Choreo LLC
Illinois
$291K +$83.4K +27,263 +40%
FAFN
159
First Affirmative Financial Network
Colorado
$279K -$54.4K -17,420 -16%
CTC
160
Cetera Trust Company
Minnesota
$279K – – –
PWG
161
Portside Wealth Group
Utah
$277K +$148K +47,573 +115%
P
162
&Partners
Tennessee
$276K +$173K +55,481 +169%
TSS
163
Two Sigma Securities
New York
$268K +$268K +86,050 New
FIA
164
Foundations Investment Advisors
Arizona
$262K +$8.86K +2,838 +3%
WSFS
165
Wilmington Savings Fund Society
Delaware
$262K +$262K +83,912 New
MW
166
Marcum Wealth
Ohio
$259K +$643 +206 +0.2%
Russell Investments Group
167
Russell Investments Group
United Kingdom
$258K +$82.4K +26,394 +47%
BBW
168
Blue Barn Wealth
Utah
$257K +$82.1K +26,316 +47%
CA
169
Continuum Advisory
Idaho
$252K +$14.8K +5,356 +6%
NG
170
Norden Group
Utah
$247K +$180K +57,813 +269%
ASN
171
Advisory Services Network
Georgia
$242K – – –
AWM
172
Aprio Wealth Management
Georgia
$242K +$41.4K +13,277 +21%
ERIC
173
Eagle Rock Investment Company
Georgia
$241K +$241K +77,176 New
AIM
174
Anchor Investment Management
South Carolina
$237K -$6.24K -2,000 -3%
FVWA
175
Foster Victor Wealth Advisors
South Carolina
$234K +$27.2K +8,882 +13%
5 6
7
8 9