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Lloyds Banking Group
LYG

Overview Fund Activity

452 hedge funds and large institutions have $1.14B invested in Lloyds Banking Group in 2024 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 152 increasing their positions, 176 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+26
Holders Change %
+6.1%
% of All Funds
6.02%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
61
Increased
152
Reduced
176
Closed
28
Calls
$719K
Puts
$236K
Net Calls
+$483K
Net Calls Change
+$324K

Top Buyers

1
LC
1
L1 Capital
Australia
$51.3M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$67.6M
3
Millennium Management
3
Millennium Management
New York
$19.3M
4
Northern Trust
4
Northern Trust
Illinois
$42.4M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$72.5M

Top Sellers

1
MIS
1
Morningstar Investment Services
Illinois
$2.76M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$6.29M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$59.2M
4
Bank of America
4
Bank of America
North Carolina
$30.2M
5
MIP
5
Mondrian Investment Partners
United Kingdom
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
GT
151
Glenmede Trust
Pennsylvania
$292K -$65K -23,888 -18%
ASN
152
Advisory Services Network
Georgia
$275K +$33.5K +12,317 +14%
MC
153
Maverick Capital
Texas
$274K -$951K -349,454 -78%
KOC
154
Koss-Olinger Consulting
Florida
$274K +$219K +80,335 +396%
AWM
155
Aegis Wealth Management
Maryland
$269K +$269K +98,975 New
CTC
156
Cetera Trust Company
Minnesota
$264K +$20.7K +7,600 +8%
CA
157
Continuum Advisory
Idaho
$261K +$12.5K +4,585 +5%
IWC
158
Integrated Wealth Concepts
Massachusetts
$259K -$7.45K -2,737 -3%
PWG
159
Portside Wealth Group
Utah
$256K +$14.1K +5,188 +6%
Russell Investments Group
160
Russell Investments Group
United Kingdom
$256K +$31.2K +11,478 +14%
SC
161
Sepio Capital
Utah
$254K – – –
IC
162
IEQ Capital
California
$253K -$2.53K -929 -1%
CWS
163
Cypress Wealth Services
California
$249K -$5.67K -2,086 -2%
FIM
164
Freedom Investment Management
Connecticut
$243K +$46.6K +17,143 +24%
WEG
165
World Equity Group
Illinois
$237K +$136K +50,020 +135%
WSFS
166
Wilmington Savings Fund Society
Delaware
$227K -$1.06K -391 -0.5%
MHC
167
May Hill Capital
Massachusetts
$227K +$227K +83,483 New
FIA
168
Foundations Investment Advisors
Arizona
$223K -$5.67K -2,085 -2%
SAM
169
Smartleaf Asset Management
Massachusetts
$220K +$56.5K +20,790 +35%
KAS
170
Kestra Advisory Services
Texas
$217K +$26.1K +9,591 +14%
CFO
171
Callan Family Office
Pennsylvania
$217K +$217K +79,676 New
NG
172
Norden Group
Utah
$216K +$514 +189 +0.2%
FAFN
173
First Affirmative Financial Network
Colorado
$216K -$27.4K -10,061 -11%
ERIC
174
Eagle Rock Investment Company
Georgia
$210K – – –
P
175
Pitcairn
Pennsylvania
$210K +$13.6K +5,003 +7%
5 6
7
8 9