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LGCY

Legacy Reserves Inc. Common Stock
LGCY

Delisted

LGCY was delisted on the 27th of June, 2019.

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55 hedge funds and large institutions have $17.8M invested in Legacy Reserves Inc. Common Stock in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $226K | Put options by funds: $99K

10% less funds holding

Funds holding: 61 → 55 (-6)

27% less capital invested

Capital invested by funds: $24.3M → $17.8M (-$6.54M)

50% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 10

61% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 23

Holders
55
Holders Change
-6
Holders Change %
-9.84%
% of All Funds
1.47%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
9
Reduced
23
Closed
10
Calls
$226K
Puts
$99K
Net Calls
+$127K
Net Calls Change
+$95K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$544K
2
GCP
GSA Capital Partners
United Kingdom
+$170K
3
JP Morgan Chase
JP Morgan Chase
New York
+$97.8K
4
CWM
Concert Wealth Management
California
+$92.2K
5
RA
RR Advisors
Texas
+$80.6K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.39M
2
CS
Credit Suisse
Switzerland
-$1.14M
3
AIA
Arrow Investment Advisors
Maryland
-$449K
4
DC
Deere & Company
Illinois
-$287K
5
Deutsche Bank
Deutsche Bank
Germany
-$115K
Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
26
First Dallas Securities
Texas
$24K -$11.3K -7,005 -28%
IA
27
IFP Advisors
Florida
$20K -$322 -200 -1%
FAM
28
Formidable Asset Management
Ohio
$20K +$23.9K +14,843 New
CS
29
Credit Suisse
Switzerland
$18K -$1.14M -706,666 -98%
Goldman Sachs
30
Goldman Sachs
New York
$18K -$893 -554 -4%
IH
31
IFC Holdings
Florida
$17K – – –
NFG
32
Next Financial Group
Texas
$16K +$14.5K +9,000 +304%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$13K -$10.8K -6,673 -40%
Creative Planning
34
Creative Planning
Kansas
$13K +$5.8K +3,601 +58%
First Manhattan
35
First Manhattan
New York
$5K – – –
AIM
36
Acrospire Investment Management
Illinois
$4K -$4.43K -2,747 -46%
Bessemer Group
37
Bessemer Group
New Jersey
$4K – – –
US Bancorp
38
US Bancorp
Minnesota
$4K – – –
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3K – – –
Citigroup
40
Citigroup
New York
$3K +$806 +500 +33%
MFS
41
MSI Financial Services
Massachusetts
$2K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1K -$4.71K -2,925 -73%
ASN
43
Advisory Services Network
Georgia
$1K – – –
CFS
44
Commonwealth Financial Services
West Virginia
$1K – – –
FNBT
45
FineMark National Bank & Trust
Florida
$1K – – –
FIB
46
First Interstate Bank
Montana
$1K – – –
IIC
47
Integrated Investment Consultants
Michigan
$1K – – –
NHFG
48
New Harbor Financial Group
Massachusetts
$1K – – –
RFA
49
Reilly Financial Advisors
California
$1K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$1K +$967 +600 New
1
2
3

LGCY Hedge Fund Activity: Q3 2016 in Review

55 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Legacy Reserves Inc. Common Stock (LGCY) for Q3 2016, worth a combined $17.8M — down 27% from $24.3M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of LGCY and 5 opened new positions — a net loss of 5 holders — while 23 trimmed existing stakes and 9 added.

The largest buyer was Morgan Stanley, adding an estimated $544K. The largest seller was UBS Group, cutting an estimated $1.39M.

  • 55 institutional investors held Legacy Reserves Inc. Common Stock (LGCY) as of Q3 2016, down from 61 in Q2 2016.
  • Funds reported $17.8M of Legacy Reserves Inc. Common Stock stock for Q3 2016, down 27% quarter-over-quarter.
  • 5 funds opened new Legacy Reserves Inc. Common Stock positions in Q3 2016 and 10 closed out, a net change of -5 holders.
  • The largest Legacy Reserves Inc. Common Stock buyer in Q3 2016 was Morgan Stanley, an estimated $544K added.
  • The largest Legacy Reserves Inc. Common Stock seller in Q3 2016 was UBS Group, an estimated $1.39M sold.

Based on aggregated 13F filings for Q3 2016.