LYG icon

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
1
CIBC Private Wealth Group
Georgia
$12.3M
2
PPA
2
Parametric Portfolio Associates
Washington
$48.1M
3
FWCM
3
Ferguson Wellman Capital Management
Oregon
$7.89M
4
Renaissance Technologies
4
Renaissance Technologies
New York
$62.8M
5
Natixis Advisors
5
Natixis Advisors
Massachusetts
$17.4M

Top Sellers

1
Verition Fund Management
1
Verition Fund Management
Connecticut
$9.74M
2
CCM
2
Causeway Capital Management
California
$8.93M
3
CI
3
Cambiar Investors
Colorado
$109M
4
Bank of America
4
Bank of America
North Carolina
$56.2M
5
Northern Trust
5
Northern Trust
Illinois
$71.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSBC Holdings
201
HSBC Holdings
United Kingdom
$67K -$7.14K -2,148 -10%
FA
202
FCG Advisors
New Jersey
$67K +$5.6K +1,695 +9%
PA
203
Pinnacle Associates
New York
$67K +$22.9K +6,907 +52%
PA
204
Procyon Advisors
Connecticut
$67K +$67K +20,191 New
SXL
205
Summit X LLC
Missouri
$66K +$2.59K +765 +4%
GC
206
Gilbert & Cook
Iowa
$65K -$1.56K -469 -2%
IA
207
IFP Advisors
Florida
$65K +$63.2K +19,163 +3,484%
WTFG
208
Wells Trecaso Financial Group
Ohio
$64K +$805 +243 +1%
JG
209
Jefferies Group
New York
$63K -$231K -69,877 -79%
OSAM
210
O'Shaughnessy Asset Management
Connecticut
$61K +$60.4K +18,395 +10,452%
IIC
211
Integrated Investment Consultants
Michigan
$60K -$30.2K -9,160 -33%
KFGK
212
Keystone Financial Group (Kentucky)
Kentucky
$60K – – –
SFA
213
Sequoia Financial Advisors
Ohio
$60K +$6.37K +1,928 +12%
ER
214
Enlightenment Research
Florida
$59K +$19.7K +5,900 +50%
BF
215
BOK Financial
Oklahoma
$58K +$3.06K +930 +6%
AWM
216
Altium Wealth Management
New York
$57K -$14.7K -4,449 -21%
RhumbLine Advisers
217
RhumbLine Advisers
Massachusetts
$56K -$1.21K -365 -2%
BWL
218
Bogart Wealth LLC
Virginia
$56K – – –
PTP
219
Platform Technology Partners
New York
$56K +$56K +16,860 New
TFO
220
Tarbox Family Office
California
$56K +$56K +17,061 New
AAP
221
Arax Advisory Partners
Colorado
$55K -$4K -1,206 -7%
FAAS
222
First Allied Advisory Services
California
$54K -$7.78K -2,374 -13%
IDBONY
223
Israel Discount Bank of New York
New York
$54K -$498 -150 -0.9%
PAMG
224
Patton Albertson Miller Group
Tennessee
$54K +$14.2K +4,300 +36%
AWM
225
AE Wealth Management
Kansas
$54K +$17.5K +5,242 +48%
7 8
9
10 11