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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.

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
Raymond James Financial
4
Raymond James Financial
Florida
$11.2M
5
Northern Trust
5
Northern Trust
Illinois
$42.4M

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 Market Value Shares Shares
Change 		Shares
Change %
MIP
1
Mondrian Investment Partners
United Kingdom
$222M 72,734,284 -1,227,331 -2%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$72.5M 26,669,053 +2,713,559 +11%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$67.6M 24,850,757 +5,570,723 +29%
Goldman Sachs
4
Goldman Sachs
New York
$61.9M 22,756,954 -610,156 -3%
Morgan Stanley
5
Morgan Stanley
New York
$59.2M 21,757,620 +2,001,751 +10%
ClearBridge Investments
6
ClearBridge Investments
New York
$59.2M 21,754,568 -4,103,335 -16%
LC
7
L1 Capital
Australia
$51.3M 93,653,671 +93,653,671 New
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$44.6M 16,404,259 +453,326 +3%
Northern Trust
9
Northern Trust
Illinois
$42.4M 15,604,325 +4,021,039 +35%
CIBC Private Wealth Group
10
CIBC Private Wealth Group
Georgia
$32.8M 12,395,541 -159,641 -1%
Bank of America
11
Bank of America
North Carolina
$30.2M 11,114,348 -3,104,353 -22%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$26.2M 9,629,551 -276,214 -3%
BlackRock
13
BlackRock
New York
$21.7M 7,971,068 -33,379 -0.4%
Millennium Management
14
Millennium Management
New York
$19.3M 7,098,940 +4,914,680 +225%
American Century Companies
15
American Century Companies
Missouri
$18M 6,611,908 +604,924 +10%
Wells Fargo
16
Wells Fargo
California
$16.6M 6,090,946 -245,863 -4%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$15.2M 5,601,459 +150,178 +3%
CGH
18
Crossmark Global Holdings
Texas
$13.1M 4,813,230 -80,833 -2%
JCM
19
Janney Capital Management
Pennsylvania
$12.7M 4,685,732 -88,138 -2%
CIM
20
Cowen Investment Management
New York
$12M 4,421,183 – –
OSAM
21
O'Shaughnessy Asset Management
Connecticut
$11.9M 4,370,608 -516,922 -11%
Raymond James Financial
22
Raymond James Financial
Florida
$11.2M 4,127,209 +4,127,209 New
CIBC World Market
23
CIBC World Market
Ontario, Canada
$9.84M 3,616,908 +144,945 +4%
BFS
24
Bard Financial Services
Connecticut
$6.6M 2,426,305 +13,500 +0.6%
QCM
25
QRG Capital Management
Illinois
$6.45M 2,372,753 +411,616 +21%
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