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Lloyds Banking Group
LYG

Overview Fund Activity

326 hedge funds and large institutions have $1.12B invested in Lloyds Banking Group in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 110 increasing their positions, 102 reducing their positions, and 33 closing their positions.

Holders
326
Holders Change
+30
Holders Change %
+10.14%
% of All Funds
6.44%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
68
Increased
110
Reduced
102
Closed
33
Calls
$7.13M
Puts
$956K
Net Calls
+$6.17M
Net Calls Change
-$725K

Top Buyers

1
CIBC Private Wealth Group
1
CIBC Private Wealth Group
Georgia
$12.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.1M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$7.89M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.8M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.4M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$9.74M
2
CCM
2
Causeway Capital Management
California
$8.93M
3
CI
3
Cambiar Investors
Colorado
$109M
4
Bank of America
4
Bank of America
North Carolina
$56.2M
5
Northern Trust
5
Northern Trust
Illinois
$71.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TFS
276
TrustCore Financial Services
Tennessee
$20K 6,000 +6,000 New
AWA
277
Arkadios Wealth Advisors
Georgia
$17.4K 5,770 +5,770 New
NFG
278
Next Financial Group
Texas
$17K 5,059 – –
LWM
279
Lenox Wealth Management
Ohio
$17K 4,995 +729 +17%
SIC
280
Samalin Investment Counsel
New York
$17K 5,237 +5,237 New
TAIM
281
TD Ameritrade Investment Management
Nebraska
$15K 4,603 -4,592 -50%
WT
282
Whittier Trust
California
$14K 4,256 – –
BCA
283
Berman Capital Advisors
Georgia
$13K 4,217 – –
PB
284
Pinnacle Bancorp
Nebraska
$13K 3,838 – –
SCA
285
Stonebridge Capital Advisors
Minnesota
$13K 3,859 +3,859 New
Fifth Third Bancorp
286
Fifth Third Bancorp
Ohio
$12K 3,590 +2,000 +126%
SFS
287
Sowell Financial Services
Arkansas
$11K 3,303 -1,140 -26%
GWM
288
Geneos Wealth Management
Colorado
$9K 2,965 – –
SPIA
289
Steward Partners Investment Advisory
New York
$9K 2,928 +165 +6%
CBT
290
Capital Bank & Trust
California
$7K 2,188 – –
IRC
291
Investors Research Corp
Georgia
$7K 2,135 – –
SQA
292
Simon Quick Advisors
New Jersey
$7K 2,131 +2,131 New
ACM
293
Allred Capital Management
Texas
$6.25K 1,888 +1,888 New
Deutsche Bank
294
Deutsche Bank
Germany
$6K 1,865 -236,790 -99%
GAM
295
Gemmer Asset Management
California
$6K 1,730 – –
JPLA
296
Joseph P. Lucia & Associates
New York
$6K 1,811 – –
ADL
297
Asset Dedication LLC
California
$6K 1,671 – –
VFA
298
Valeo Financial Advisors
Indiana
$6K 1,845 +240 +15%
SWM
299
Sugarloaf Wealth Management
Georgia
$6K 1,678 +1,678 New
KPW
300
Kore Private Wealth
New York
$6K 1,715 +1,715 New
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