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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 %
SC
201
Scotia Capital
Ontario, Canada
$134K +$40.1K +14,677 +43%
VFA
202
Valeo Financial Advisors
Indiana
$134K +$5.02K +1,838 +4%
CCA
203
Checchi Capital Advisers
California
$128K +$7.6K +2,783 +6%
CWM
204
CarsonAllaria Wealth Management
Illinois
$126K -$24K -8,776 -16%
AWS
205
Atria Wealth Solutions
New York
$126K +$88.9K +32,566 +241%
OL
206
Optas LLC
Texas
$125K -$7.33K -2,684 -6%
LFA
207
Legacy Financial Advisors
Kentucky
$125K -$4.68K -1,713 -4%
CA
208
Claro Advisors
Massachusetts
$122K -$17K -6,224 -12%
CGL
209
Clarius Group LLC
Washington
$120K – – –
VF
210
Virtu Financial
New York
$119K -$2.33M -851,801 -95%
CW
211
CreativeOne Wealth
Kansas
$119K -$10K -3,663 -8%
DCM
212
Decatur Capital Management
Georgia
$118K +$118K +43,232 New
IWA
213
Icon Wealth Advisors
Texas
$118K +$118K +38,788 New
BCM
214
Brookstone Capital Management
Illinois
$115K -$2.11K -695 -2%
CH
215
Cromwell Holdings
Wyoming
$114K +$114K +41,924 New
PWG
216
Portside Wealth Group
Utah
$113K +$113K +41,291 New
SAM
217
Smartleaf Asset Management
Massachusetts
$112K +$17.6K +6,251 +19%
SC
218
Savant Capital
Illinois
$110K +$16.8K +6,169 +18%
PCIA
219
Prime Capital Investment Advisors
Kansas
$108K +$3.9K +1,430 +4%
CG
220
CFO4Life Group
Texas
$108K +$3.28K +1,200 +3%
DWM
221
Drive Wealth Management
Utah
$108K +$5.12K +1,875 +5%
SRC
222
Sage Rhino Capital
California
$108K +$4.13K +1,512 +4%
AWM
223
Axxcess Wealth Management
California
$107K +$53K +19,400 +98%
PA
224
Parallel Advisors
California
$106K -$2.48K -907 -2%
WA
225
Wealthstream Advisors
New York
$106K +$6.4K +2,344 +6%
7 8
9
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