Lloyds Banking Group
425 hedge funds and large institutions have $1.05B invested in Lloyds Banking Group in 2024 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 198 increasing their positions, 102 reducing their positions, and 27 closing their positions.
152% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 27
94% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 102
9% more funds holding
Funds holding: 390 → 425 (+35)
9% more capital invested
Capital invested by funds: $965M → $1.05B (+$86.5M)
0.01% more ownership
Funds ownership: 0.59% → 0.6% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
66% less call options, than puts
Call options by funds: $292K | Put options by funds: $853K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ClearBridge Investments
New York
|
+$35.6M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$16M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.62M |
| 5 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIP
Mondrian Investment Partners
London,
United Kingdom
|
-$40.9M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$22.3M |
| 3 |
Millennium Management
New York
|
-$6.18M |
| 4 |
Renaissance Technologies
New York
|
-$4.27M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$3.93M |
LYG Hedge Fund Activity: Q2 2024 in Review
425 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Lloyds Banking Group (LYG) for Q2 2024, worth a combined $1.05B — up 9% from $965M a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new LYG positions and 27 closed out — a net gain of 41 holders — while 198 added to existing stakes and 102 trimmed.
The largest buyer was ClearBridge Investments, opening a new position worth an estimated $35.6M. The largest seller was Mondrian Investment Partners, cutting an estimated $40.9M.
- 425 institutional investors held Lloyds Banking Group (LYG) as of Q2 2024, up from 390 in Q1 2024.
- Funds reported $1.05B of Lloyds Banking Group stock for Q2 2024, up 9% quarter-over-quarter.
- 68 funds opened new Lloyds Banking Group positions in Q2 2024 and 27 closed out, a net change of +41 holders.
- The largest Lloyds Banking Group buyer in Q2 2024 was ClearBridge Investments, an estimated $35.6M added.
- The largest Lloyds Banking Group seller in Q2 2024 was Mondrian Investment Partners, an estimated $40.9M sold.
Based on aggregated 13F filings for Q2 2024.