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Lloyds Banking Group
LYG

Overview Fund Activity

140 hedge funds and large institutions have $802M invested in Lloyds Banking Group in 2013 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 12 closing their positions.

Holders
140
Holders Change
+17
Holders Change %
+13.82%
% of All Funds
4.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
52
Reduced
38
Closed
12
Calls
$1.09M
Puts
$3.77M
Net Calls
-$2.68M
Net Calls Change
-$1.98M

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$393M
2
Morgan Stanley
2
Morgan Stanley
New York
$19M
3
CCM
3
Causeway Capital Management
California
$15.3M
4
Barclays
4
Barclays
United Kingdom
$12.3M
5
FWCM
5
Ferguson Wellman Capital Management
Oregon
$3.74M

Top Sellers

1
IG
1
ING Group
Netherlands
$0
2
ClearBridge Investments
2
ClearBridge Investments
New York
$5.76M
3
Franklin Resources
3
Franklin Resources
California
$16.1M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$36.4M
5
AG
5
Aperio Group
California
$6.58M
Name Market Value Shares Shares
Change 		Shares
Change %
Fisher Asset Management
1
Fisher Asset Management
Washington
$393M 73,965,265 +73,965,265 New
Lazard Asset Management
2
Lazard Asset Management
New York
$71.4M 13,420,432 +454,435 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$36.4M 6,840,190 -932,809 -12%
MAA
4
Managed Account Advisors
New Jersey
$30.9M 5,805,649 -433,587 -7%
Northern Trust
5
Northern Trust
Illinois
$27.2M 5,108,190 +486,709 +11%
Morgan Stanley
6
Morgan Stanley
New York
$19M 3,569,018 +2,461,060 +222%
Franklin Resources
7
Franklin Resources
California
$16.1M 3,035,667 -1,190,655 -28%
PPA
8
Parametric Portfolio Associates
Washington
$15.6M 2,935,296 +232,696 +9%
CCM
9
Causeway Capital Management
California
$15.3M 2,875,540 +2,034,455 +242%
Wells Fargo
10
Wells Fargo
California
$13.6M 2,565,057 +99,970 +4%
Barclays
11
Barclays
United Kingdom
$12.3M 2,458,581 +801,302 +48%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$9.95M 1,869,551 +422,769 +29%
Goldman Sachs
13
Goldman Sachs
New York
$8.48M 1,593,288 +132,005 +9%
Bank of America
14
Bank of America
North Carolina
$8.04M 1,510,502 +375,992 +33%
Renaissance Technologies
15
Renaissance Technologies
New York
$7.6M 1,429,000 +584,600 +69%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$6.97M 1,310,343 -48,452 -4%
U
17
UBS
Switzerland
$6.77M 1,271,811 +211,999 +20%
WAM
18
World Asset Management
Michigan
$6.62M 1,243,374 -365,312 -23%
AG
19
Aperio Group
California
– – -1,024,233 Closed
CGT
20
Capital Guardian Trust
California
$6.51M 1,222,678 +396,578 +48%
Group One Trading
21
Group One Trading
Illinois
$6.24M 1,172,425 +450,753 +62%
Comerica Bank
22
Comerica Bank
Texas
$5.99M 1,126,534 -42,358 -4%
ClearBridge Investments
23
ClearBridge Investments
New York
$5.76M 1,082,690 -1,313,806 -55%
CA
24
Commerzbank Aktiengesellschaft
Germany
$4.72M 861,972 +646,479 +300%
FWCM
25
Ferguson Wellman Capital Management
Oregon
$3.74M 702,280 +702,280 New
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