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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.

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 Market Value Shares Shares
Change 		Shares
Change %
MIP
1
Mondrian Investment Partners
United Kingdom
$226M 74,716,427 -15,232,110 -17%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$65.7M 24,065,234 +3,737,408 +18%
Goldman Sachs
3
Goldman Sachs
New York
$61.7M 22,605,229 +412,022 +2%
Morgan Stanley
4
Morgan Stanley
New York
$50.2M 18,387,399 +1,188,704 +7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$45.9M 16,807,771 +459,941 +3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$44.8M 16,411,038 -1,463,446 -8%
Bank of America
7
Bank of America
North Carolina
$39.7M 14,537,827 +5,953,965 +69%
CIBC Private Wealth Group
8
CIBC Private Wealth Group
Georgia
$37.1M 12,411,168 +152,141 +1%
ClearBridge Investments
9
ClearBridge Investments
New York
$36.3M 13,279,295 +13,279,295 New
Northern Trust
10
Northern Trust
Illinois
$28.8M 10,564,299 +724,613 +7%
MIS
11
Morningstar Investment Services
Illinois
$27.4M 9,714,422 -233,475 -2%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.4M 8,577,101 +2,841,956 +50%
BlackRock
13
BlackRock
New York
$20.3M 7,445,742 +530,602 +8%
Macquarie Group
14
Macquarie Group
Australia
$19.7M 7,227,644 -8,317,795 -54%
American Century Companies
15
American Century Companies
Missouri
$14.9M 5,472,171 +804,035 +17%
Wells Fargo
16
Wells Fargo
California
$14.4M 5,289,929 +1,436,820 +37%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$13.9M 5,087,379 +1,026,639 +25%
CGH
18
Crossmark Global Holdings
Texas
$13.3M 4,875,569 -83,441 -2%
JCM
19
Janney Capital Management
Pennsylvania
$13.2M 4,841,939 -182,746 -4%
CIM
20
Cowen Investment Management
New York
$12.1M 4,421,183 – –
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$11.7M 4,272,387 +1,438,841 +51%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$11.5M 4,202,715 -621,543 -13%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$9.45M 3,461,057 -2,595 -0.1%
Millennium Management
24
Millennium Management
New York
$9.37M 3,433,596 -2,302,675 -40%
BFS
25
Bard Financial Services
Connecticut
$7.02M 2,572,305 +35,500 +1%
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