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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 %
MIAN
101
Mariner Independent Advisor Network
Kansas
$379K 114,460 +1,347 +1%
CBU
102
CIBC Bank USA
Illinois
$367K 110,911 +110,911 New
EIP
103
Epoch Investment Partners
New York
$340K 102,638 +10,974 +12%
VAS
104
Vestmark Advisory Solutions
Massachusetts
$325K 98,120 +2,723 +3%
DADC
105
D.A. Davidson & Co
Montana
$323K 97,500 +97,500 New
RJT
106
Raymond James Trust
Florida
$320K 96,912 +9,232 +11%
American Century Companies
107
American Century Companies
Missouri
$314K 94,862 +94,862 New
WI
108
WrapManager Inc
California
$305K 92,187 -12,082 -12%
AI
109
Atria Investments
North Carolina
$299K 90,299 +90,299 New
CCP
110
Corient Capital Partners
California
$291K 88,017 +7,083 +9%
GC
111
Guggenheim Capital
Illinois
$282K 85,005 -13,342 -14%
Creative Planning
112
Creative Planning
Kansas
$276K 83,503 +20,607 +33%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$276K 83,464 +73,352 +725%
ATIA
114
American Trust Investment Advisors
New Hampshire
$257K 77,600 – –
S
115
SignatureFD
Georgia
$253K 76,366 +10,247 +15%
CCA
116
Checchi Capital Advisers
California
$238K 71,920 -1,295 -2%
CRC
117
Curi RMB Capital
Illinois
$233K 70,472 -2,062 -3%
BPA
118
Beacon Pointe Advisors
California
$230K 69,444 +69,444 New
TC
119
Telemus Capital
Michigan
$228K 68,747 -17,300 -20%
Mercer Global Advisors
120
Mercer Global Advisors
Colorado
$213K 64,425 -41,798 -39%
FIM
121
Frontier Investment Management
Texas
$211K 63,896 – –
SG Americas Securities
122
SG Americas Securities
New York
$207K 62,428 -52,092 -45%
PWPS
123
Pinnacle Wealth Planning Services
Ohio
$202K 61,234 -1,895 -3%
EARNEST Partners
124
EARNEST Partners
Georgia
$197K 59,629 – –
CAM
125
Cresset Asset Management
Illinois
$194K 58,605 -2,844 -5%
3 4
5
6 7