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Lloyds Banking Group
LYG

Overview Fund Activity

140 hedge funds and large institutions have $802M invested in Lloyds Banking Group in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
4.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
52
Reduced
38
Closed
12
Calls
$1.09M
Puts
$3.77M
Net Calls
-$2.68M
Net Calls Change
-$1.98M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$393M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
CCM
3
Causeway Capital Management
California
$15.3M
4
Barclays
4
Barclays
United Kingdom
$12.3M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$3.74M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$5.76M
3
Franklin Resources
3
Franklin Resources
California
$16.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.4M
5
AG
5
Aperio Group
California
$6.58M
Name Market Value Shares Shares
Change 		Shares
Change %
OA
76
OFI Advisors
Pennsylvania
$217K 40,770 -2,154 -5%
BFA
77
BlackRock Fund Advisors
California
$212K 39,891 +3,337 +9%
QIM
78
Quantitative Investment Management
Virginia
$209K 39,400 +39,400 New
CNB
79
City National Bank
California
$197K 36,950 +36,950 New
ST
80
Spot Trading
Illinois
$178K 33,373 +21,973 +193%
Creative Planning
81
Creative Planning
Kansas
$176K 33,024 +692 +2%
SI
82
Stephens Inc
Arkansas
$165K 31,082 -12,670 -29%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$163K 30,674 +30,674 New
MCM
84
MAI Capital Management
Ohio
$144K 27,099 -13,013 -32%
Ameriprise
85
Ameriprise
Minnesota
$136K 25,631 +8,179 +47%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$132K 24,804 +2,377 +11%
BF
87
BOK Financial
Oklahoma
$128K 23,893 -9,138 -28%
TRCT
88
Tower Research Capital (TRC)
New York
$127K 23,903 +23,903 New
HIMCH
89
Hartford Investment Management Co (HIMCO)
Connecticut
$126K 23,700 +23,700 New
First Manhattan
90
First Manhattan
New York
$117K 22,048 -7,772 -26%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$107K 20,022 -1,389 -6%
FIM
92
Freedom Investment Management
Connecticut
$105K 19,828 -22,065 -53%
AIA
93
Avalon Investment & Advisory
Texas
$93K 17,500 +5,000 +40%
RBC
94
Ronald Blue & Co
Georgia
$89K 16,769 -16,536 -50%
DTL
95
Dynamic Technology Lab
Singapore
$89K 16,700 -12,588 -43%
FSA
96
Franklin Street Advisors
North Carolina
$83K 15,481 +1,090 +8%
BJL
97
Brighton Jones LLC
Washington
$83K 15,569 +15,569 New
LTFS
98
Ladenburg Thalmann Financial Services
Florida
$82K 15,378 +660 +4%
CTI
99
Community Trust & Investment
Kentucky
$79K 14,863 -6,591 -31%
DWT
100
Dorsey & Whitney Trust
South Dakota
$74K 13,827 +13,827 New
2 3
4
5 6