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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.

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

Top Sellers

1
Verition Fund Management
Verition Fund Management
Connecticut
$9.74M
2
CCM
Causeway Capital Management
California
$8.93M
3
CI
Cambiar Investors
Colorado
$109M
4
Bank of America
Bank of America
North Carolina
$56.2M
5
Northern Trust
Northern Trust
Illinois
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
301
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
WCG
302
Weaver Consulting Group
California
$5K – – –
PFGIA
303
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$2.47K +799 +98%
BAM
304
Bellevue Asset Management
Washington
$5K +$5K +1,590 New
AP
305
Americana Partners
Texas
$5K +$5K +1,637 New
EWA
306
Evolution Wealth Advisors
Florida
$4K -$1.24K -410 -24%
AIC
307
Ameritas Investment Company
Nebraska
$4K – – –
EFSCE
308
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
BC
309
Barnett & Company
Tennessee
$4K +$3.16K +1,028 +375%
Chevy Chase Trust
310
Chevy Chase Trust
Maryland
$4K +$4K +1,141 New
WCM
311
Wealthcare Capital Management
Virginia
$4K +$4K +1,340 New
FGAM
312
Financial Gravity Asset Management
Texas
$3K -$1.32K -11,929 -31%
FCA
313
FinTrust Capital Advisors
South Carolina
$3K -$4.32K -1,389 -59%
OPS
314
Orion Portfolio Solutions
Nebraska
$3K +$3K +779 New
CI
315
Cordant Inc
Oregon
$3K +$3K +966 New
CCA
316
Column Capital Advisors
Indiana
$3K +$3K +1,164 New
CWA
317
Capital Wealth Alliance
Arizona
$2K +$2K +669 New
SL
318
Savior LLC
Massachusetts
$2K +$2K +688 New
TI
319
tru Independence
Oregon
$2K +$2K +1,251 New
ME
320
McIlrath & Eck
Washington
$1K – – –
AWM
321
Atticus Wealth Management
Florida
$1K +$1K +153 New
GWS
322
Glassman Wealth Services
Virginia
$1K +$1K +193 New
BlackRock
323
BlackRock
New York
$1K +$1K +248 New
RG
324
Retirement Group
California
$1K +$1K +290 New
FCH
325
Freestone Capital Holdings
Washington
$841 +$67 +20,145 +9%
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