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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 %
FCG
201
Fielder Capital Group
Tennessee
$166K +$11.9K +4,366 +8%
HAG
202
HighPoint Advisor Group
Illinois
$161K +$7.82K +2,498 +5%
SF
203
Synovus Financial
Georgia
$160K -$153K -56,296 -49%
CIA
204
Cape Investment Advisory
Georgia
$160K +$2.93K +1,077 +2%
State Street
205
State Street
Massachusetts
$157K -$2.5K -920 -2%
AWM
206
Axxcess Wealth Management
California
$155K -$11.9K -4,383 -7%
FVWA
207
Foster Victor Wealth Advisors
South Carolina
$155K -$63.1K -22,125 -29%
M&T Bank
208
M&T Bank
New York
$151K -$4.23K -1,554 -3%
EARNEST Partners
209
EARNEST Partners
Georgia
$147K +$32.5K +11,939 +28%
LSAG
210
Lake Street Advisors Group
New Hampshire
$147K -$6.03K -2,217 -4%
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$145K +$34.5K +12,653 +31%
CCA
212
Checchi Capital Advisers
California
$144K -$7.57K -2,783 -5%
Harris Associates
213
Harris Associates
Illinois
$141K +$16.3K +6,000 +13%
SIA
214
Schechter Investment Advisors
Michigan
$140K -$14.7K -5,417 -10%
MWP
215
Meriwether Wealth & Planning
Louisiana
$139K +$139K +51,163 New
HSBC Holdings
216
HSBC Holdings
United Kingdom
$139K -$37.9K -13,922 -21%
FPCP
217
Fort Point Capital Partners
California
$136K -$3.27K -1,201 -2%
OL
218
one8zero8 LLC
North Carolina
$136K +$136K +50,000 New
AG
219
Ascent Group
Virginia
$135K -$12.5K -4,585 -8%
VFA
220
Valeo Financial Advisors
Indiana
$133K – – –
BCM
221
Brookstone Capital Management
Illinois
$133K +$29.9K +10,981 +29%
TFA
222
Tranquilli Financial Advisor
New Jersey
$133K -$16K -5,877 -11%
NI
223
Natural Investments
California
$132K +$132K +48,891 New
WAG
224
Wallace Advisory Group
California
$127K +$61.3K +19,654 +93%
GI
225
GAMMA Investing
California
$126K -$17.6K -6,470 -12%
7 8
9
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