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

Top Sellers

1
MIS
Morningstar Investment Services
Illinois
$2.76M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$6.29M
3
ClearBridge Investments
ClearBridge Investments
New York
$59.2M
4
Bank of America
Bank of America
North Carolina
$30.2M
5
MIP
Mondrian Investment Partners
United Kingdom
$222M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
176
Anchor Investment Management
South Carolina
$207K – – –
MW
177
Marcum Wealth
Ohio
$205K -$20.7K -7,596 -9%
CL
178
Choreo LLC
Illinois
$205K -$53.7K -19,740 -21%
CC
179
Callan Capital
California
$205K -$60K -22,071 -23%
IAA
180
Independent Advisor Alliance
North Carolina
$204K +$9.3K +3,420 +5%
BBW
181
Blue Barn Wealth
Utah
$202K -$22.5K -8,288 -10%
AWM
182
Aprio Wealth Management
Georgia
$199K -$11.9K -4,384 -6%
AF
183
Allworth Financial
California
$190K +$126K +41,879 +197%
FAIM
184
Financial Advocates Investment Management
Washington
$188K +$29.2K +10,723 +18%
DWT
185
Dorsey & Whitney Trust
South Dakota
$188K -$9.81K -3,606 -5%
SFA
186
Sequoia Financial Advisors
Ohio
$185K +$7.75K +2,848 +4%
AGC
187
Aspen Grove Capital
Colorado
$184K – – –
EGM
188
Engineers Gate Manager
New York
$182K +$182K +67,085 New
SCP
189
Sivia Capital Partners
California
$182K -$4.27K -1,571 -2%
PCG
190
Prosperity Consulting Group
Maryland
$180K +$13.9K +5,111 +8%
BHPW
191
Beverly Hills Private Wealth
California
$177K +$177K +65,159 New
AWS
192
Atria Wealth Solutions
New York
$176K +$42K +15,425 +31%
FOA
193
Five Oceans Advisors
California
$176K +$24.2K +8,891 +16%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$173K – – –
TRCT
195
Tower Research Capital (TRC)
New York
$172K +$20.6K +7,575 +14%
AWAP
196
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$170K -$2.54K -933 -1%
IWA
197
Icon Wealth Advisors
Texas
$170K -$1.88K -691 -1%
PWAM
198
Papamarkou Wellner Asset Management
New York
$168K +$168K +61,650 New
PWM
199
Perigon Wealth Management
California
$166K +$4.47K +1,578 +3%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$166K +$3.82K +1,383 +2%
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