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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 %
SFA
176
Sequoia Financial Advisors
Ohio
$168K +$11.5K +4,194 +7%
BGAI
177
Bruce G. Allen Investments
Colorado
$168K -$57 -21 -0%
Susquehanna International Group
178
Susquehanna International Group
Pennsylvania
$166K -$401K -146,938 -71%
CIA
179
Cape Investment Advisory
Georgia
$164K -$1.59K -583 -1%
SF
180
Synovus Financial
Georgia
$161K -$17.1K -6,269 -10%
Wealth Enhancement Advisory Services
181
Wealth Enhancement Advisory Services
Minnesota
$159K +$15.9K +5,839 +11%
State Street
182
State Street
Massachusetts
$156K +$1.07K +390 +0.7%
FCG
183
Fielder Capital Group
Tennessee
$155K +$155K +56,627 New
LSAG
184
Lake Street Advisors Group
New Hampshire
$154K -$7.11K -2,603 -4%
Russell Investments Group
185
Russell Investments Group
United Kingdom
$153K +$81.1K +29,696 +112%
BBW
186
Blue Barn Wealth
Utah
$153K +$57.6K +21,089 +60%
FOA
187
Five Oceans Advisors
California
$152K +$65.6K +24,045 +76%
M&T Bank
188
M&T Bank
New York
$151K +$13.3K +4,877 +10%
DWT
189
Dorsey & Whitney Trust
South Dakota
$150K +$6.47K +2,369 +5%
CC
190
Centiva Capital
New York
$149K +$18.9K +6,919 +15%
PWM
191
Perigon Wealth Management
California
$146K +$10.5K +3,835 +8%
HAG
192
HighPoint Advisor Group
Illinois
$143K +$9.32K +3,106 +7%
AG
193
Ascent Group
Virginia
$142K +$59K +21,612 +71%
TFA
194
Tranquilli Financial Advisor
New Jersey
$140K +$7.35K +2,633 +6%
SW
195
SVB Wealth
Massachusetts
$140K -$1.06K -387 -0.7%
OIA
196
OneDigital Investment Advisors
Kansas
$139K +$139K +51,084 New
SIA
197
Schechter Investment Advisors
Michigan
$139K +$14.1K +5,175 +11%
Harris Associates
198
Harris Associates
Illinois
$138K +$9.28K +3,400 +7%
FPCP
199
Fort Point Capital Partners
California
$137K -$6.47K -2,368 -5%
WA
200
Wealth Alliance
New York
$135K +$135K +49,564 New
6 7
8
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