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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 %
CS
151
Comerica Securities
Michigan
$42K 10,752 – –
Brown Advisory
152
Brown Advisory
Maryland
$42K 10,696 +10,696 New
MHS
153
M Holdings Securities
Oregon
$40K 10,000 – –
TRCT
154
Tower Research Capital (TRC)
New York
$37K 9,360 +3,785 +68%
First Manhattan
155
First Manhattan
New York
$33K 8,372 -1,025 -11%
TJHA
156
Thomas J. Herzfeld Advisors
Florida
$28K 7,211 – –
SF
157
Synovus Financial
Georgia
$26K 6,775 -54,998 -89%
WTB
158
Washington Trust Bank
Washington
$24K 5,950 -470 -7%
AIM
159
Anchor Investment Management
South Carolina
$23.7K 6,008 +6,008 New
CAW
160
Cornerstone Advisors (Washington)
Washington
$23K 5,800 -294 -5%
DVM
161
Dreman Value Management
Florida
$22K 5,618 +5,618 New
S
162
SignatureFD
Georgia
$21K 5,373 +3,727 +226%
LIA
163
LS Investment Advisors
Michigan
$20K 5,010 – –
Schroder Investment Management Group
164
Schroder Investment Management Group
United Kingdom
$18K 4,650 – –
CFA
165
Carroll Financial Associates
North Carolina
$17K 4,381 – –
FHA
166
First Horizon Advisors
Tennessee
$17K 4,257 +4,257 New
NFG
167
Next Financial Group
Texas
$16K 4,197 +1,797 +75%
WAM
168
Wealthspire Advisors (Maryland)
Maryland
$15K 3,914 -91 -2%
TWA
169
TCI Wealth Advisors
Arizona
$15K 3,862 – –
QCG
170
Quadrant Capital Group
Ohio
$15K 4,003 +2,900 +263%
WA
171
Winfield Associates
Ohio
$15K 3,720 +3,720 New
TDC
172
Thompson Davis & Co
Virginia
$13K 3,195 – –
RFS
173
Rockefeller Financial Services
New York
$13K 3,393 +3,393 New
PCP
174
Proficio Capital Partners
Massachusetts
$11K 2,715 -140 -5%
RFWA
175
RPg Family Wealth Advisory
Massachusetts
$10.9K 2,755 +2,755 New
5 6
7
8 9