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Lloyds Banking Group
LYG

Overview Fund Activity

139 hedge funds and large institutions have $830M invested in Lloyds Banking Group in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 53 increasing their positions, 45 reducing their positions, and 17 closing their positions.

Holders
139
Holders Change
-1
Holders Change %
-0.71%
% of All Funds
4.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
53
Reduced
45
Closed
17
Calls
$286K
Puts
$7.79M
Net Calls
-$7.5M
Net Calls Change
-$4.82M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$415M
2
Lazard Asset Management
2
Lazard Asset Management
New York
$83.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$30.4M
4
AG
4
Aperio Group
California
$7.3M
5
Lord, Abbett & Co
5
Lord, Abbett & Co
New Jersey
$6.9M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$29.9M
2
Bank of New York Mellon
2
Bank of New York Mellon
New York
$2.65M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$5.52M
4
Franklin Resources
4
Franklin Resources
California
$11.7M
5
CA
5
Commerzbank Aktiengesellschaft
Germany
$1.1M
Name Market Value Shares Shares
Change 		Shares
Change %
FSA
101
Franklin Street Advisors
North Carolina
$79K 15,481 – –
BJL
102
Brighton Jones LLC
Washington
$79K 15,569 – –
AIA
103
Avalon Investment & Advisory
Texas
$76K 15,000 -2,500 -14%
EAM
104
Eagle Asset Management
Florida
$76K 14,983 +14,983 New
RJT
105
Raymond James Trust
Florida
$71K 13,996 +2,765 +25%
MIS
106
Morningstar Investment Services
Illinois
$70K 13,660 +13,660 New
CC
107
Courier Capital
New York
$67K 13,072 – –
Envestnet Asset Management
108
Envestnet Asset Management
Illinois
$62K 12,195 +2,186 +22%
CTI
109
Community Trust & Investment
Kentucky
$58K 11,412 -3,451 -23%
CCA
110
Checchi Capital Advisers
California
$56K 10,925 +910 +9%
Luther King Capital Management (LKCM)
111
Luther King Capital Management (LKCM)
Texas
$53K 10,400 +10,400 New
HR
112
Howe & Rusling
New York
$40K 7,894 +1,330 +20%
CAW
113
Cornerstone Advisors (Washington)
Washington
$27K 5,209 – –
LIA
114
LS Investment Advisors
Michigan
$26K 5,010 – –
Deutsche Bank
115
Deutsche Bank
Germany
$26K 5,113 +3,736 +271%
KT
116
Kanaly Trust
Texas
$22K 4,328 +1,800 +71%
WTB
117
Washington Trust Bank
Washington
$22K 4,270 +4,270 New
TRCT
118
Tower Research Capital (TRC)
New York
$19K 3,800 -20,103 -84%
TWA
119
TCI Wealth Advisors
Arizona
$16K 3,076 – –
CFG
120
CKW Financial Group
Hawaii
$14K 2,647 – –
FCCM
121
First City Capital Management
Georgia
$10.2K 1,997 +1,997 New
TF
122
Trutina Financial
Washington
$8K 1,662 +1,662 New
CFA
123
Carroll Financial Associates
North Carolina
$6K 1,109 – –
EFSCE
124
Enterprise Financial Services Corp (EFSC)
Missouri
$6K 1,120 – –
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$6K 1,201 +1,007 +519%
3 4
5
6 7