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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 Holding Trade Value Shares
Change 		Shares
Change %
WA
126
Waverly Advisors
Alabama
$4K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$4K – – –
EWM
128
Elite Wealth Management
Washington
$4K +$4K +675 New
HPBT
129
High Point Bank & Trust
North Carolina
$3K – – –
HRIA
130
Haberer Registered Investment Advisor
Ohio
$3K – – –
AIG
131
American International Group
New York
$2.95K – – –
KTC
132
Kistler-Tiffany Companies
Pennsylvania
$2K -$7.99K -1,410 -80%
FNBT
133
FineMark National Bank & Trust
Florida
$2K – – –
ASN
134
Advisory Services Network
Georgia
$2K +$2K +401 New
WA
135
WealthTrust-Arizona
Arizona
$1K -$359 -51 -26%
M&T Bank
136
M&T Bank
New York
$1K – – –
S
137
SignatureFD
Georgia
$1K – – –
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$1K – – –
Carson Wealth (CWM LLC)
139
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +102 New
OC
140
Oakworth Capital
Alabama
$1K +$1K +136 New
PSI
141
Pinnacle Summer Investments
Virginia
$1K +$1K +160 New
IG
142
ING Group
Netherlands
– -$41.5M -8,652,467 Closed
CC
143
Caspian Capital
New York
– -$2.81M -584,848 Closed
Arrowstreet Capital
144
Arrowstreet Capital
Massachusetts
– -$1.25M -260,808 Closed
Millennium Management
145
Millennium Management
New York
– -$748K -155,428 Closed
SCA
146
SAC Capital Advisors
Connecticut
– -$457K -95,077 Closed
EMG
147
Ellington Management Group
Connecticut
– -$198K -41,100 Closed
Macquarie Group
148
Macquarie Group
Australia
– -$179K -37,263 Closed
JG
149
Jefferies Group
New York
– -$60K -12,500 Closed
Jones Financial Companies
150
Jones Financial Companies
Missouri
– -$15K -3,110 Closed
3 4 5
6
7