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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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94 hedge funds and large institutions have $242M invested in Legacy Reserves Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 32 increasing their positions, 23 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 23

9% less funds holding

Funds holding: 103 → 94 (-9)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

29% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $2.6M

42% less capital invested

Capital invested by funds: $419M → $242M (-$177M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
94
Holders Change
-9
Holders Change %
-8.74%
% of All Funds
2.51%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
32
Reduced
23
Closed
28
Calls
$1.84M
Puts
$2.6M
Net Calls
-$760K
Net Calls Change
-$3.06M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$70.8M
2
MF
Magnetar Financial
Illinois
+$18.3M
3
RA
RR Advisors
Texas
+$17.9M
4
Renaissance Technologies
Renaissance Technologies
New York
+$10.8M
5
Deutsche Bank
Deutsche Bank
Germany
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
TCA
Tortoise Capital Advisors
Kansas
-$14.4M
2
WHG
Westwood Holdings Group
Texas
-$10.4M
3
GJCM
Grand Jean Capital Management
California
-$5.17M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.58M
5
CC
Cannell & Co
New York
-$2.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
51
Hodges Capital Management
Texas
$246K +$94.6K +4,959 +30%
BT
52
Beacon Trust
New Jersey
$229K – – –
Geode Capital Management
53
Geode Capital Management
Massachusetts
$196K +$85.4K +4,474 +35%
WS
54
Wedbush Securities
California
$183K +$305K +16,000 New
MBT
55
Montecito Bank & Trust
California
$153K – – –
ST
56
Spot Trading
Illinois
$135K +$225K +11,770 New
VanEck Associates
57
VanEck Associates
New York
$134K +$11.7K +614 +6%
UR
58
USCA RIA
Texas
$126K +$210K +11,000 New
ECM
59
Estabrook Capital Management
New York
$126K -$328K -17,200 -61%
EVC
60
Eidelman Virant Capital
Missouri
$122K +$204K +10,700 New
WA
61
WFG Advisors
Texas
$121K -$6.39K -335 -3%
First Manhattan
62
First Manhattan
New York
$93K – – –
SCP
63
Syntal Capital Partners
Texas
$92K +$56.3K +2,950 +57%
AllianceBernstein
64
AllianceBernstein
Tennessee
$91K +$72.1K +3,780 +91%
Creative Planning
65
Creative Planning
Kansas
$81K -$44.3K -2,320 -25%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$69K -$17.2K -900 -13%
WTC
67
WhitTier Trust Company
Nevada
$57K – – –
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$51K +$49.3K +2,584 +132%
NPC
69
National Planning Corporation
California
$40.8K +$71.5K +3,750 New
Bessemer Group
70
Bessemer Group
New Jersey
$34K – – –
US Bancorp
71
US Bancorp
Minnesota
$33K – – –
AIG
72
American International Group
New York
$29.5K +$16.9K +885 +52%
MA
73
MUFG Americas
New York
$29K +$47.7K +2,500 New
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$27K – – –
FANJ
75
Financial Architects (New Jersey)
New Jersey
$27K +$28.6K +1,500 New
1 2
3
4 5

LGCY Hedge Fund Activity: Q4 2014 in Review

94 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Legacy Reserves Inc. Common Stock (LGCY) for Q4 2014, worth a combined $242M — down 42% from $419M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of LGCY and 20 opened new positions — a net loss of 8 holders — while 23 trimmed existing stakes and 32 added.

The largest buyer was Fidelity Investments, adding an estimated $70.8M. The largest seller was Tortoise Capital Advisors, exiting entirely with an estimated $14.4M sold.

  • 94 institutional investors held Legacy Reserves Inc. Common Stock (LGCY) as of Q4 2014, down from 103 in Q3 2014.
  • Funds reported $242M of Legacy Reserves Inc. Common Stock stock for Q4 2014, down 42% quarter-over-quarter.
  • 20 funds opened new Legacy Reserves Inc. Common Stock positions in Q4 2014 and 28 closed out, a net change of -8 holders.
  • The largest Legacy Reserves Inc. Common Stock buyer in Q4 2014 was Fidelity Investments, an estimated $70.8M added.
  • The largest Legacy Reserves Inc. Common Stock seller in Q4 2014 was Tortoise Capital Advisors, an estimated $14.4M sold.

Based on aggregated 13F filings for Q4 2014.