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Lloyds Banking Group
LYG

Overview Fund Activity

426 hedge funds and large institutions have $1.25B invested in Lloyds Banking Group in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 210 increasing their positions, 117 reducing their positions, and 40 closing their positions.

Holders
426
Holders Change
+4
Holders Change %
+0.95%
% of All Funds
6.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
46
Increased
210
Reduced
117
Closed
40
Calls
$913K
Puts
$754K
Net Calls
+$159K
Net Calls Change
+$720K

Top Buyers

1
ClearBridge Investments
1
ClearBridge Investments
New York
$80.7M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$60.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$20.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$61.6M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$30.9M

Top Sellers

1
Macquarie Group
1
Macquarie Group
Australia
$0
2
Norges Bank
2
Norges Bank
Norway
$0
3
Millennium Management
3
Millennium Management
New York
$6.81M
4
Ameriprise
4
Ameriprise
Minnesota
$2.63M
5
Optiver Holding
5
Optiver Holding
Netherlands
$2.44M
Name Market Value Shares Shares
Change 		Shares
Change %
MIP
1
Mondrian Investment Partners
United Kingdom
$231M 73,961,615 -754,812 -1%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$100M 23,955,494 -109,740 -0.5%
ClearBridge Investments
3
ClearBridge Investments
New York
$80.7M 25,857,903 +12,578,608 +95%
Goldman Sachs
4
Goldman Sachs
New York
$72.9M 23,367,110 +761,881 +3%
Morgan Stanley
5
Morgan Stanley
New York
$61.6M 19,755,869 +1,368,470 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$60.2M 19,280,034 +2,472,263 +15%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$49.8M 15,950,933 -460,105 -3%
Bank of America
8
Bank of America
North Carolina
$44.4M 14,218,701 -319,126 -2%
CIBC Private Wealth Group
9
CIBC Private Wealth Group
Georgia
$39.2M 12,555,182 +144,014 +1%
Northern Trust
10
Northern Trust
Illinois
$36.1M 11,583,286 +1,018,987 +10%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$30.9M 9,905,765 +1,328,664 +15%
MIS
12
Morningstar Investment Services
Illinois
$29.7M 9,466,971 -247,451 -3%
BlackRock
13
BlackRock
New York
$25M 8,004,447 +558,705 +8%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$20.8M 6,659,629 +2,456,914 +58%
Wells Fargo
15
Wells Fargo
California
$19.8M 6,336,809 +1,046,880 +20%
American Century Companies
16
American Century Companies
Missouri
$18.7M 6,006,984 +534,813 +10%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$17M 5,451,281 +363,902 +7%
CGH
18
Crossmark Global Holdings
Texas
$15.3M 4,894,063 +18,494 +0.4%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$15.2M 4,887,530 +615,143 +14%
JCM
20
Janney Capital Management
Pennsylvania
$14.9M 4,773,870 -68,069 -1%
CIM
21
Cowen Investment Management
New York
$13.8M 4,421,183 – –
CIBC World Market
22
CIBC World Market
Ontario, Canada
$10.8M 3,471,963 +10,906 +0.3%
RJA
23
Raymond James & Associates
Florida
$10.7M 3,416,484 +929,478 +37%
BFS
24
Bard Financial Services
Connecticut
$7.53M 2,412,805 -159,500 -6%
Millennium Management
25
Millennium Management
New York
$6.81M 2,184,260 -1,249,336 -36%
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