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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 %
Fisher Asset Management
1
Fisher Asset Management
Washington
$430M 115,600,470 -7,405,788 -6%
Boston Partners
2
Boston Partners
Massachusetts
$185M 49,618,509 +172,228 +0.3%
CI
3
Cambiar Investors
Colorado
$149M 40,144,029 +3,131,572 +8%
Macquarie Group
4
Macquarie Group
Australia
$112M 30,232,534 +998,112 +3%
Bank of America
5
Bank of America
North Carolina
$110M 29,482,511 +5,344,015 +22%
Northern Trust
6
Northern Trust
Illinois
$88.5M 23,794,803 +1,047,947 +5%
Invesco
7
Invesco
Georgia
$58M 15,587,907 -52,562 -0.3%
SCCM
8
Schafer Cullen Capital Management
New York
$55.7M 14,982,661 +14,657,401 +4,506%
MIP
9
Mondrian Investment Partners
United Kingdom
$55.6M 15,576,206 +740,000 +5%
PPA
10
Parametric Portfolio Associates
Washington
$44.2M 11,871,032 +946,017 +9%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$34.5M 9,269,371 -388,369 -4%
Wells Fargo
12
Wells Fargo
California
$31.6M 8,481,982 +1,903,723 +29%
RJA
13
Raymond James & Associates
Florida
$31.1M 8,347,196 +5,370,303 +180%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$29.3M 7,865,825 +716,079 +10%
Goldman Sachs
15
Goldman Sachs
New York
$26.5M 7,119,067 +1,279,605 +22%
BlackRock
16
BlackRock
New York
$26M 7,000,698 +981,581 +16%
CGT
17
Capital Guardian Trust
California
$18.8M 5,041,688 +940,755 +23%
CCM
18
Causeway Capital Management
California
$13.6M 3,668,898 -605,409 -14%
Natixis Advisors
19
Natixis Advisors
Massachusetts
$11.5M 3,101,019 +2,498,910 +415%
UBS Group
20
UBS Group
Switzerland
$10.5M 2,818,872 +180,312 +7%
VIP
21
Vantage Investment Partners
Missouri
$10.2M 2,750,000 – –
Connor, Clark & Lunn Investment Management (CC&L)
22
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.1M 2,722,663 +1,052,388 +63%
CBT
23
Capital Bank & Trust
California
$9.57M 2,571,640 +175,498 +7%
ACM
24
Advisors Capital Management
New Jersey
$8.89M 2,390,701 -81,438 -3%
TD Asset Management
25
TD Asset Management
Ontario, Canada
$8.72M 2,470,104 +271,340 +12%
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