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Lloyds Banking Group
LYG

Overview Fund Activity

261 hedge funds and large institutions have $1.74B invested in Lloyds Banking Group in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 59 reducing their positions, and 27 closing their positions.

Holders
261
Holders Change
+10
Holders Change %
+3.98%
% of All Funds
5.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
104
Reduced
59
Closed
27
Calls
$2.72M
Puts
$2.41M
Net Calls
+$317K
Net Calls Change
+$3.27M

Top Buyers

1
SCCM
1
Schafer Cullen Capital Management
New York
$55.7M
2
RJA
2
Raymond James & Associates
Florida
$31.1M
3
Bank of America
3
Bank of America
North Carolina
$110M
4
CI
4
Cambiar Investors
Colorado
$149M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$11.5M

Top Sellers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$430M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$3.28M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.4M
4
CCM
4
Causeway Capital Management
California
$13.6M
5
Deutsche Bank
5
Deutsche Bank
Germany
$1.66M
Name Market Value Shares Shares
Change 		Shares
Change %
MOS
201
MGO One Seven
Ohio
$44K 11,703 +6,404 +121%
FMWA
202
Forvis Mazars Wealth Advisors
Missouri
$42K 11,236 +159 +1%
PV
203
Private Vista
Illinois
$42K 11,322 +11,322 New
FWCM
204
Ferguson Wellman Capital Management
Oregon
$41K 10,918 +10,918 New
FHA
205
First Horizon Advisors
Tennessee
$39K 10,536 – –
Northwestern Mutual Wealth Management
206
Northwestern Mutual Wealth Management
Wisconsin
$38K 10,224 -7,022 -41%
FPFS
207
First Personal Financial Services
North Carolina
$36K 9,650 +4,792 +99%
GT
208
Glenmede Trust
Pennsylvania
$34K 9,097 – –
CFG
209
Citizens Financial Group
Rhode Island
$34K 8,978 +484 +6%
WAM
210
Wealthspire Advisors (Maryland)
Maryland
$33K 9,003 -421 -4%
DOA
211
D'Orazio & Associates
Virginia
$32K 8,547 – –
RCAG
212
Rehmann Capital Advisory Group
Michigan
$30K 8,054 +8,054 New
APA
213
American Portfolios Advisors
New York
$29.2K 7,853 +530 +7%
SPIA
214
Steward Partners Investment Advisory
New York
$29K 7,925 +2,418 +44%
GWM
215
Geneos Wealth Management
Colorado
$28K 7,689 +3,600 +88%
SF
216
Synovus Financial
Georgia
$28K 7,409 +7,409 New
CAW
217
Cornerstone Advisors (Washington)
Washington
$27K 7,175 – –
AIM
218
Anchor Investment Management
South Carolina
$26.8K 7,208 – –
First Manhattan
219
First Manhattan
New York
$26K 7,020 – –
HR
220
Howe & Rusling
New York
$25K 6,601 -20,462 -76%
APP
221
Avantax Planning Partners
Iowa
$25K 6,860 +6,860 New
LIA
222
LS Investment Advisors
Michigan
$19K 5,010 – –
AF
223
Allworth Financial
California
$19K 5,000 – –
CCM
224
Covington Capital Management
California
$14K 3,800 – –
GRP
225
Global Retirement Partners
California
$14K 3,863 +2,857 +284%
7 8
9
10 11