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Lloyds Banking Group
LYG

Overview Fund Activity

194 hedge funds and large institutions have $865M invested in Lloyds Banking Group in 2016 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 73 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
-1
Holders Change %
-0.51%
% of All Funds
5.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
59
Reduced
73
Closed
32
Calls
$630K
Puts
$5.97M
Net Calls
-$5.34M
Net Calls Change
-$617K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$308M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$22.9M
3
UBS Group
3
UBS Group
Switzerland
$5.06M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$5.55M
5
CCM
5
Causeway Capital Management
California
$13.7M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$6K
2
Macquarie Group
2
Macquarie Group
Australia
$129M
3
Bank of America
3
Bank of America
North Carolina
$49.6M
4
Wells Fargo
4
Wells Fargo
California
$9.72M
5
Franklin Resources
5
Franklin Resources
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
QCG
176
Quadrant Capital Group
Ohio
$4K -$2.5K -1,117 -39%
AIM
177
Acrospire Investment Management
Illinois
$4K +$1.33K +500 +50%
CFA
178
Carroll Financial Associates
North Carolina
$3K -$9.32K -3,314 -76%
EFSCE
179
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
ASN
180
Advisory Services Network
Georgia
$3K – – –
CHC
181
City Holding Co
West Virginia
$3K – – –
SAM
182
Solaris Asset Management
New York
$3K +$3K +995 New
FIB
183
First Interstate Bank
Montana
$3K +$3K +1,040 New
WC
184
Whitnell & Co
Illinois
$3K +$3K +1,059 New
PG
185
Patten Group
Tennessee
$2.38K – – –
M
186
MOTCO
Texas
$2K +$2K +750 New
TWA
187
TCI Wealth Advisors
Arizona
$1K -$13.8K -3,601 -93%
FNBT
188
FineMark National Bank & Trust
Florida
$1K – – –
IWM
189
Integrated Wealth Management
California
$1K – – –
WRM
190
Westport Resources Management
Connecticut
$1K – – –
AIM
191
Advantage Investment Management
Iowa
$1K +$1K +200 New
GI
192
Gradient Investments
Minnesota
$1K +$1K +378 New
Franklin Resources
193
Franklin Resources
California
– -$7.21M -2,426,888 Closed
CIM
194
Calvert Investment Management
Maryland
– -$526K -177,040 Closed
RhumbLine Advisers
195
RhumbLine Advisers
Massachusetts
– -$490K -164,990 Closed
FCH
196
Freestone Capital Holdings
Washington
– -$444K -149,361 Closed
COI
197
Connable Office Inc
Michigan
– -$318K -107,105 Closed
BC
198
Brinker Capital
Pennsylvania
– -$286K -96,421 Closed
Simplex Trading
199
Simplex Trading
Illinois
– -$222K -74,814 Closed
AT
200
Arden Trust
Delaware
– -$202 -68,010 Closed
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