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LGCY

Legacy Reserves Inc. Common Stock
LGCY

Delisted

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

52 hedge funds and large institutions have $31.4M invested in Legacy Reserves Inc. Common Stock in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more capital invested

Capital invested by funds: $17.8M → $31.4M (+$13.6M)

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

5% less funds holding

Funds holding: 5552 (-3)

53% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 19

77% less call options, than puts

Call options by funds: $65K | Put options by funds: $283K

Holders
52
Holders Change
-3
Holders Change %
-5.45%
% of All Funds
1.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
9
Reduced
19
Closed
11
Calls
$65K
Puts
$283K
Net Calls
-$218K
Net Calls Change
-$345K
Name Holding Trade Value Shares
Change
Change in
Stake
SCP
26
Syntal Capital Partners
Texas
$39K -$566 -314 -2%
IA
27
IFP Advisors
Florida
$33K +$665 +369 +2%
Wells Fargo
28
Wells Fargo
California
$31K -$13.3K -7,396 -33%
FAM
29
Formidable Asset Management
Ohio
$28K -$2.52K -1,400 -9%
FDS
30
First Dallas Securities
Texas
$27K -$9.46K -5,250 -29%
NFG
31
Next Financial Group
Texas
$25K
Goldman Sachs
32
Goldman Sachs
New York
$23K -$4.45K -2,469 -19%
Creative Planning
33
Creative Planning
Kansas
$21K
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$20K -$858 -476 -5%
FNBT
35
FineMark National Bank & Trust
Florida
$20K +$15.9K +8,800 +1,100%
First Manhattan
36
First Manhattan
New York
$8K
AG
37
Advisor Group
Arizona
$6K -$36K -20,000 -88%
Bessemer Group
38
Bessemer Group
New Jersey
$6K
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5K
US Bancorp
40
US Bancorp
Minnesota
$5K
Citigroup
41
Citigroup
New York
$4K
RFS
42
Rockefeller Financial Services
New York
$4K +$3.6K +2,000 New
Simplex Trading
43
Simplex Trading
Illinois
$3K +$2.87K +1,592 New
MFS
44
MSI Financial Services
Massachusetts
$2K -$901 -500 -31%
CFS
45
Commonwealth Financial Services
West Virginia
$2K
IIC
46
Integrated Investment Consultants
Michigan
$2K
RFA
47
Reilly Financial Advisors
California
$2K
BIG
48
Bellwether Investment Group
Tennessee
$2K +$1.37K +759 New
MA
49
MCF Advisors
Kentucky
$2K +$1.44K +800 New
AIA
50
Arrow Investment Advisors
Maryland
-$517K -382,988 Closed

LGCY Hedge Fund Activity: Q4 2016 in Review

52 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Legacy Reserves Inc. Common Stock (LGCY) for Q4 2016, worth a combined $31.4M — up 77% from $17.8M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of LGCY and 10 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 9 added.

The largest buyer was Credit Suisse, adding an estimated $3.21M. The largest seller was Arrow Investment Advisors, exiting entirely with an estimated $517K sold.

  • 52 institutional investors held Legacy Reserves Inc. Common Stock (LGCY) as of Q4 2016, down from 55 in Q3 2016.
  • Funds reported $31.4M of Legacy Reserves Inc. Common Stock stock for Q4 2016, up 77% quarter-over-quarter.
  • 10 funds opened new Legacy Reserves Inc. Common Stock positions in Q4 2016 and 11 closed out, a net change of -1 holder.
  • The largest Legacy Reserves Inc. Common Stock buyer in Q4 2016 was Credit Suisse, an estimated $3.21M added.
  • The largest Legacy Reserves Inc. Common Stock seller in Q4 2016 was Arrow Investment Advisors, an estimated $517K sold.

Based on aggregated 13F filings for Q4 2016.