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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.

New
Increased
Maintained
Reduced
Closed
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
CIBC Private Wealth Group
Georgia
$12.3M
2
PPA
Parametric Portfolio Associates
Washington
$48.1M
3
FWCM
Ferguson Wellman Capital Management
Oregon
$7.89M
4
Renaissance Technologies
Renaissance Technologies
New York
$62.8M
5
Natixis Advisors
Natixis Advisors
Massachusetts
$17.4M

Top Sellers

1
Verition Fund Management
Verition Fund Management
Connecticut
$9.74M
2
CCM
Causeway Capital Management
California
$8.93M
3
CI
Cambiar Investors
Colorado
$109M
4
Bank of America
Bank of America
North Carolina
$56.2M
5
Northern Trust
Northern Trust
Illinois
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
ClearBridge Investments
126
ClearBridge Investments
New York
$192K -$3.86K -1,159 -2%
WPA
127
Winning Points Advisors
Florida
$192K – – –
PPW
128
Parcion Private Wealth
Washington
$192K +$192K +58,001 New
VF
129
Virtu Financial
New York
$192K +$192K +58,037 New
ASN
130
Advisory Services Network
Georgia
$185K +$102K +31,040 +124%
IAN
131
Integrated Advisors Network
Texas
$181K +$181K +54,542 New
CAPTRUST Financial Advisors
132
CAPTRUST Financial Advisors
North Carolina
$176K +$176K +52,792 New
OCG
133
Opus Capital Group
Ohio
$175K +$64.2K +19,425 +58%
NIT
134
NumerixS Investment Technologies
British Columbia, Canada
$172K – – –
BCM
135
Brookstone Capital Management
Illinois
$167K +$503 +152 +0.3%
BP
136
Ballentine Partners
Massachusetts
$167K +$52K +15,777 +45%
MRCM
137
M&R Capital Management
New Jersey
$165K -$1.86M -565,894 -92%
NA
138
NewEdge Advisors
Louisiana
$165K -$7K -2,125 -4%
EI
139
Ethic Inc
New York
$163K +$163K +49,387 New
IAA
140
Independent Advisor Alliance
North Carolina
$160K -$10.1K -3,038 -6%
SRC
141
Sage Rhino Capital
California
$159K +$36.2K +11,561 +29%
PP
142
Paloma Partners
Connecticut
$157K +$157K +47,574 New
HAG
143
HighPoint Advisor Group
Illinois
$153K +$14.2K +4,704 +10%
WA
144
Wambolt & Associates
Colorado
$150K -$4.72K -1,421 -3%
Fisher Asset Management
145
Fisher Asset Management
Washington
$142K -$70.1K -21,141 -33%
LSAG
146
Lake Street Advisors Group
New Hampshire
$141K +$82K +24,743 +139%
WA
147
Wealth Alliance
New York
$138K +$138K +41,826 New
HPCM
148
High Pointe Capital Management
Illinois
$137K – – –
CWS
149
Cypress Wealth Services
California
$135K +$3.17K +961 +2%
PAS
150
Park Avenue Securities
New York
$130K -$5.94K -1,795 -4%
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