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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 %
Nomura Holdings
101
Nomura Holdings
Japan
$73K 13,598 -21,633 -61%
T
102
TradeWorx
New Jersey
$72K 13,599 +13,599 New
CC
103
Courier Capital
New York
$70K 13,072 – –
WB
104
WesBanco Bank
West Virginia
$67K 12,510 +12,510 New
HSBC Holdings
105
HSBC Holdings
United Kingdom
$62K 11,636 -3,378 -22%
RJT
106
Raymond James Trust
Florida
$60K 11,231 -127 -1%
CPC
107
Cookson Peirce & Co
Pennsylvania
$60K 11,360 +11,360 New
HF
108
Hoxton Financial
West Virginia
$57K 10,637 +3,831 +56%
Envestnet Asset Management
109
Envestnet Asset Management
Illinois
$53K 10,009 +1,023 +11%
CCA
110
Checchi Capital Advisers
California
$53K 10,015 +10,015 New
HR
111
Howe & Rusling
New York
$35K 6,564 -1,330 -17%
CAW
112
Cornerstone Advisors (Washington)
Washington
$28K 5,209 – –
LIA
113
LS Investment Advisors
Michigan
$27K 5,010 – –
TWA
114
TCI Wealth Advisors
Arizona
$16K 3,076 – –
QT
115
Quantbot Technologies
New York
$15K 3,000 +3,000 New
CFG
116
CKW Financial Group
Hawaii
$14K 2,647 +2,647 New
KT
117
Kanaly Trust
Texas
$13K 2,528 +2,528 New
WCM
118
Windsor Capital Management
Arizona
$7K 1,343 +1,343 New
PMFA
119
Plante Moran Financial Advisors
Michigan
$7K 1,372 +1,372 New
Deutsche Bank
120
Deutsche Bank
Germany
$7K 1,377 +1,377 New
EFSCE
121
Enterprise Financial Services Corp (EFSC)
Missouri
$6K 1,120 – –
FHA
122
First Horizon Advisors
Tennessee
$6K 1,138 – –
DADC
123
D.A. Davidson & Co
Montana
$5K 944 – –
WA
124
WFG Advisors
Texas
$5K 990 – –
CFA
125
Carroll Financial Associates
North Carolina
$5K 1,109 +810 +271%
3 4
5
6 7