Question 1

Which hedge funds and institutional investors hold LYG?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for LYG shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for LYG whale holdings?

Accepted Answer

Conviction level reflects how significant LYG is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to LYG, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for LYG?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about LYG?

Accepted Answer

QoQ changes for LYG show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
Fisher Investments	153.5M	$772.1M	0.3%	$294.9B
Mondrian	51.9M	$260.9M	3.9%	$6.7B
Fidelity (FMR)	47.8M	$240.2M	0.0%	$1898.4B
WCM	26.5M	$128.2M	0.3%	$43.8B
American Century	11.5M	$57.9M	0.0%	$194.3B
Arrowstreet	6.9M	$34.6M	0.0%	$184.8B
Millennium	6.4M	$32.1M	0.0%	$240.3B
Point72	4.0M	$20.0M	0.0%	$78.1B
Renaissance Tech	2.5M	$12.7M	0.0%	$63.9B
ClearBridge	2.0M	$10.1M	0.0%	$114.9B
Marshall Wace	1.2M	$5.9M	0.0%	$100.4B
Northern Trust	1.0M	$5.2M	0.0%	$756.6B
Balyasny	748.8K	$3.8M	0.0%	$77.1B
DFA	600.8K	$3.0M	0.0%	$481.4B
Citadel	457.4K	$2.3M	0.0%	$618.5B
Two Sigma	412.1K	$2.1M	0.0%	$123.9B
Millennium	400.6K	$2.0M	0.0%	$240.3B
Winton	95.9K	$482K	0.0%	$2.9B
Neuberger Berman (Eisman)	95.1K	$479K	0.0%	$131.4B
Invesco	87.3K	$439K	0.0%	$653.3B
Citadel	63.5K	$319K	0.0%	$618.5B
State Street	58.4K	$294K	—	$2896.4B
Epoch	24.7K	$124K	0.0%	$16.5B
Citadel	18.5K	$93K	—	$618.5B
Gotham Asset	11.1K	$56K	0.0%	$32.7B
BlackRock	9.3K	$47K	—	$5723.5B
AQR Capital	8.1K	$41K	—	$218.4B
First Eagle	7.0K	$35K	0.0%	$59.0B
Kayne Anderson	1.2K	$6K	—	$34.0B
Franklin Templeton	580	$3K	—	$408.3B
Acadian	110.6K	$555	0.0%	$70.5M

LYG

Who Holds LYG

Changes This Quarter