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Lloyds Banking Group
LYG

Overview Fund Activity

176 hedge funds and large institutions have $965M invested in Lloyds Banking Group in 2015 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 47 reducing their positions, and 21 closing their positions.

Holders
176
Holders Change
+7
Holders Change %
+4.14%
% of All Funds
4.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
65
Reduced
47
Closed
21
Calls
$193K
Puts
$7.3M
Net Calls
-$7.11M
Net Calls Change
-$697K

Top Buyers

1
Neuberger Berman Group
1
Neuberger Berman Group
New York
$8.43M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$9.17M
3
MAA
3
Managed Account Advisors
New Jersey
$44.4M
4
Northern Trust
4
Northern Trust
Illinois
$55.6M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$41.7M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$0
2
Citigroup
2
Citigroup
New York
$6.93M
3
Jane Street
3
Jane Street
New York
$1.02M
4
Fisher Asset Management
4
Fisher Asset Management
Washington
$404M
5
TIM
5
Thornburg Investment Management
New Mexico
$45.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
151
CKW Financial Group
Hawaii
$17K – – –
Simplex Trading
152
Simplex Trading
Illinois
$16K +$16K +3,467 New
TWA
153
TCI Wealth Advisors
Arizona
$15K +$886 +193 +6%
TDC
154
Thompson Davis & Co
Virginia
$12K – – –
PCC
155
Park Circle Company
Maryland
$12K +$12K +2,500 New
MFS
156
MSI Financial Services
Massachusetts
$11K +$11K +2,420 New
FCCM
157
First City Capital Management
Georgia
$9.33K – – –
ASN
158
Advisory Services Network
Georgia
$7K +$537 +120 +8%
EFSCE
159
Enterprise Financial Services Corp (EFSC)
Missouri
$5K – – –
CFA
160
Carroll Financial Associates
North Carolina
$5K – – –
PSI
161
Pinnacle Summer Investments
Virginia
$5K +$4.2K +840 +525%
WCM
162
Wealthcare Capital Management
Virginia
$5K +$5K +1,070 New
FWM
163
Focused Wealth Management
New York
$4K +$4K +950 New
BIM
164
BlackRock Investment Management
Delaware
$3K +$3K +574 New
HPBT
165
High Point Bank & Trust
North Carolina
$2K – – –
FNBT
166
FineMark National Bank & Trust
Florida
$2K – – –
WRM
167
Westport Resources Management
Connecticut
$2K +$2K +330 New
MWAN
168
Mariner Wealth Advisors (NYC)
Kansas
$2K +$2K +334 New
AWS
169
Aris Wealth Services
Pennsylvania
$2K +$2K +343 New
W
170
Wealthfront
California
$1K -$750 -150 -43%
OC
171
Oakworth Capital
Alabama
$1K – – –
S
172
SignatureFD
Georgia
$1K – – –
MA
173
MUFG Americas
New York
$1K +$1K +198 New
IWM
174
Integrated Wealth Management
California
$1K +$1K +272 New
Manulife (Manufacturers Life Insurance)
175
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$117 +$117 +25,000 New
4 5 6
7
8