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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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87 hedge funds and large institutions have $186M invested in Legacy Reserves Inc. Common Stock in 2015 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 23 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% less funds holding

Funds holding: 94 → 87 (-7)

20% less call options, than puts

Call options by funds: $1.4M | Put options by funds: $1.76M

23% less capital invested

Capital invested by funds: $242M → $186M (-$56.9M)

30% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 33

37% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 19

Holders
87
Holders Change
-7
Holders Change %
-7.45%
% of All Funds
2.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
23
Reduced
33
Closed
19
Calls
$1.4M
Puts
$1.76M
Net Calls
-$359K
Net Calls Change
+$401K

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$18.6M
2
Goldman Sachs
Goldman Sachs
New York
+$1.19M
3
OC
Oppenheimer & Co
New York
+$1.17M
4
AIA
Arrow Investment Advisors
Maryland
+$886K
5
AAA
Adams Asset Advisors
Texas
+$556K

Top Sellers

Rank Fund Capital Flow
1
RA
RR Advisors
Texas
-$10.7M
2
IMS
Index Management Solutions
Pennsylvania
-$7.31M
3
First Trust Advisors
First Trust Advisors
Illinois
-$6.87M
4
NIM
NXG Investment Management
Texas
-$6.48M
5
Renaissance Technologies
Renaissance Technologies
New York
-$3.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
FNBSF
76
First National Bank Sioux Falls
South Dakota
$10K – – –
AIP
77
Ameritas Investment Partners
Nebraska
$10K +$11.1K +1,000 New
DBT
78
Dubuque Bank & Trust
Iowa
$10K +$11.1K +1,000 New
FNBT
79
FineMark National Bank & Trust
Florida
$8K – – –
BRWM
80
B. Riley Wealth Management
Tennessee
$7K -$8.88K -800 -53%
CFS
81
Commonwealth Financial Services
West Virginia
$6K – – –
BCM
82
Blume Capital Management
California
$5K +$5.99K +539 New
LFR
83
Lehman Financial Resources
Pennsylvania
$4K – – –
USGIU
84
U.S. Global Investors (USGI)
Texas
$3K – – –
ATC
85
Adirondack Trust Company
New York
$2K – – –
RPG
86
Risk Paradigm Group
Texas
$1.52K +$1.67K +150 New
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18 – – –
RA
88
RR Advisors
Texas
– -$10.7M -939,000 Closed
IMS
89
Index Management Solutions
Pennsylvania
– -$7.31M -639,179 Closed
First Trust Advisors
90
First Trust Advisors
Illinois
– -$6.87M -600,856 Closed
SLG
91
Stanley-Laman Group
Pennsylvania
– -$984K -86,066 Closed
SCA
92
Salient Capital Advisors
Texas
– -$854K -74,752 Closed
B
93
Barings
North Carolina
– -$663K -58,000 Closed
BAM
94
Burnham Asset Management
New York
– -$439K -38,435 Closed
WS
95
Wedbush Securities
California
– -$183K -16,000 Closed
ST
96
Spot Trading
Illinois
– -$135K -11,770 Closed
EVC
97
Eidelman Virant Capital
Missouri
– -$122K -10,700 Closed
NPC
98
National Planning Corporation
California
– -$40.8K -3,750 Closed
MA
99
MUFG Americas
New York
– -$29K -2,500 Closed
Parallax Volatility Advisers
100
Parallax Volatility Advisers
California
– -$25K -2,227 Closed
1 2 3
4
5

LGCY Hedge Fund Activity: Q1 2015 in Review

87 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Legacy Reserves Inc. Common Stock (LGCY) for Q1 2015, worth a combined $186M — down 23% from $242M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of LGCY and 12 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 23 added.

The largest buyer was Fidelity Investments, adding an estimated $18.6M. The largest seller was RR Advisors, exiting entirely with an estimated $10.7M sold.

  • 87 institutional investors held Legacy Reserves Inc. Common Stock (LGCY) as of Q1 2015, down from 94 in Q4 2014.
  • Funds reported $186M of Legacy Reserves Inc. Common Stock stock for Q1 2015, down 23% quarter-over-quarter.
  • 12 funds opened new Legacy Reserves Inc. Common Stock positions in Q1 2015 and 19 closed out, a net change of -7 holders.
  • The largest Legacy Reserves Inc. Common Stock buyer in Q1 2015 was Fidelity Investments, an estimated $18.6M added.
  • The largest Legacy Reserves Inc. Common Stock seller in Q1 2015 was RR Advisors, an estimated $10.7M sold.

Based on aggregated 13F filings for Q1 2015.