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Lloyds Banking Group
LYG

Overview Fund Activity

199 hedge funds and large institutions have $1.17B invested in Lloyds Banking Group in 2016 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 59 reducing their positions, and 28 closing their positions.

Holders
199
Holders Change
+3
Holders Change %
+1.53%
% of All Funds
5.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
75
Reduced
59
Closed
28
Calls
$40K
Puts
$6.3M
Net Calls
-$6.26M
Net Calls Change
-$1.03M

Top Buyers

1
Macquarie Group
1
Macquarie Group
Australia
$100M
2
MIP
2
Mondrian Investment Partners
United Kingdom
$19.9M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$19.4M
4
BIM
4
BlackRock Investment Management
Delaware
$56.5M
5
Lazard Asset Management
5
Lazard Asset Management
New York
$96.6M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$331M
2
UBS AM
2
UBS AM
Illinois
$104K
3
William Blair Investment Management
3
William Blair Investment Management
Illinois
$0
4
Morgan Stanley
4
Morgan Stanley
New York
$8.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$24.8M
Name Market Value Shares Shares
Change 		Shares
Change %
O
126
OppenheimerFunds
New York
$77K 19,486 -5,697 -23%
HIMCH
127
Hartford Investment Management Co (HIMCO)
Connecticut
$73K 18,500 – –
KT
128
Kanaly Trust
Texas
$72K 18,230 -6,298 -26%
AP
129
Advisor Partners
California
$69K 17,350 -31,961 -65%
CFG
130
Citizens Financial Group
Rhode Island
$69K 17,692 -3,287 -16%
NL
131
NWAM LLC
Washington
$63K 16,070 – –
FWM
132
Focused Wealth Management
New York
$60K 15,081 -7,867 -34%
BOTW
133
Bank of the West
California
$60K 15,242 – –
PNC
134
Park National Corp
Ohio
$59K 14,972 +1,143 +8%
CIC
135
Crawford Investment Counsel
Georgia
$59K 15,013 +15,013 New
DWT
136
Dorsey & Whitney Trust
South Dakota
$58K 14,873 -2,618 -15%
FHB
137
First Hawaiian Bank
Hawaii
$58K 14,779 -1,255 -8%
WB
138
WesBanco Bank
West Virginia
$54K 13,690 – –
BRWA
139
B. Riley Wealth Advisors
Florida
$53K 13,439 +2,493 +23%
CC
140
Courier Capital
New York
$50K 12,611 – –
FA
141
FCG Advisors
New Jersey
$50K 12,588 +1,992 +19%
CWA
142
Cypress Wealth Advisors
California
$50K 12,660 +12,660 New
FMWA
143
Forvis Mazars Wealth Advisors
Missouri
$49K 12,430 +12,430 New
Citadel Advisors
144
Citadel Advisors
Florida
$48K 12,159 +12,159 New
RJFSA
145
Raymond James Financial Services Advisors
Florida
$48K 12,224 +12,224 New
AIG
146
American International Group
New York
$47K 11,694 +395 +3%
ZB
147
Zions Bancorporation
Utah
$46K 11,563 +1,809 +19%
Toronto Dominion Bank
148
Toronto Dominion Bank
Ontario, Canada
$46K 11,610 +6,200 +115%
IC
149
Intersect Capital
California
$45K 11,316 +11,316 New
PCC
150
Park Circle Company
Maryland
$43K 11,000 +6,000 +120%
4 5
6
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