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Lloyds Banking Group
LYG

Overview Fund Activity

169 hedge funds and large institutions have $964M invested in Lloyds Banking Group in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 54 increasing their positions, 54 reducing their positions, and 20 closing their positions.

Holders
169
Holders Change
+12
Holders Change %
+7.64%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
34
Increased
54
Reduced
54
Closed
20
Calls
$94K
Puts
$6.51M
Net Calls
-$6.41M
Net Calls Change
+$3.47M

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$18.1M
2
Jane Street
2
Jane Street
New York
$12.5M
3
Citigroup
3
Citigroup
New York
$18.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.9M
5
VKH
5
Virtu KCG Holdings
New York
$5.07M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$408M
2
TIM
2
Thornburg Investment Management
New Mexico
$52.4M
3
MAA
3
Managed Account Advisors
New Jersey
$37.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$23.8M
5
Bank of America
5
Bank of America
North Carolina
$4.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
126
Manchester Capital Management
Vermont
$51K 11,066 -20,545 -65%
NL
127
NWAM LLC
Washington
$51K 11,070 -8,950 -45%
ST
128
Sageworth Trust
Pennsylvania
$51K 10,903 +10,903 New
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$50K 10,870 +779 +8%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$49K 10,505 +10,505 New
CTI
131
Community Trust & Investment
Kentucky
$48K 10,311 -1,101 -10%
WTB
132
Washington Trust Bank
Washington
$36K 7,795 – –
NFG
133
Next Financial Group
Texas
$35K 7,500 +700 +10%
HR
134
Howe & Rusling
New York
$34K 7,379 – –
KT
135
Kanaly Trust
Texas
$33K 7,178 +958 +15%
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$29K 6,238 +4,384 +236%
CAW
137
Cornerstone Advisors (Washington)
Washington
$28K 5,959 +750 +14%
WEC
138
Winslow Evans & Crocker
Massachusetts
$27.8K 6,000 -1,232 -17%
LIA
139
LS Investment Advisors
Michigan
$23K 5,010 – –
IC
140
Intersect Capital
California
$23K 4,890 +4,890 New
Toronto Dominion Bank
141
Toronto Dominion Bank
Ontario, Canada
$20K 4,300 – –
AIG
142
American International Group
New York
$18.8K 4,050 -1,498 -27%
CFG
143
CKW Financial Group
Hawaii
$17K 3,623 – –
Schroder Investment Management Group
144
Schroder Investment Management Group
United Kingdom
$16K 3,368 +663 +25%
EAMA
145
EFG Asset Management (Americas)
Florida
$15K 3,280 -12,007 -79%
TWA
146
TCI Wealth Advisors
Arizona
$14K 3,076 -243 -7%
GGPS
147
Gary Goldberg Planning Services
New York
$13K 2,844 – –
TDC
148
Thompson Davis & Co
Virginia
$11K 2,474 – –
FCCM
149
First City Capital Management
Georgia
$9.27K 1,997 – –
FHA
150
First Horizon Advisors
Tennessee
$7K 1,478 -531 -26%
4 5
6
7 8