We are live on ! Find out more
LGCY

Legacy Reserves Inc. Common Stock
LGCY

Delisted

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

108 hedge funds and large institutions have $361M invested in Legacy Reserves Inc. Common Stock in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 34 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

15% more capital invested

Capital invested by funds: $313M → $361M (+$48.4M)

4% more funds holding

Funds holding: 104108 (+4)

3% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less call options, than puts

Call options by funds: $2.27M | Put options by funds: $2.32M

Holders
108
Holders Change
+4
Holders Change %
+3.85%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
35
Reduced
34
Closed
6
Calls
$2.27M
Puts
$2.32M
Net Calls
-$48K
Net Calls Change
-$467K
Name Holding Trade Value Shares
Change
Change in
Stake
MF
1
Magnetar Financial
Illinois
$36.2M +$2.4M +87,102 +7%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$36.1M +$3.5M +127,300 +11%
NIM
3
NXG Investment Management
Texas
$31.8M +$2.77M +100,612 +10%
JP Morgan Chase
4
JP Morgan Chase
New York
$29.9M -$3.02M -109,595 -9%
Goldman Sachs
5
Goldman Sachs
New York
$22.6M +$12M +437,710 +119%
KACA
6
Kayne Anderson Capital Advisors
California
$20.2M -$1.45M -52,800 -7%
TCA
7
Tortoise Capital Advisors
Kansas
$19.1M +$4.7M +170,708 +34%
AAM
8
Advisors Asset Management
Colorado
$15.1M -$547K -19,866 -4%
IMS
9
Index Management Solutions
Pennsylvania
$12.9M +$817K +29,690 +7%
U
10
UBS
Switzerland
$11.4M -$2.16M -78,450 -16%
RA
11
RR Advisors
Texas
$10.7M +$8.2M +298,000 +368%
Wells Fargo
12
Wells Fargo
California
$9.95M +$404K +14,691 +4%
WHG
13
Westwood Holdings Group
Texas
$8.38M +$432K +15,700 +6%
KFC
14
Klingenstein Fields & Co
New York
$7.01M -$813K -29,550 -11%
GJCM
15
Grand Jean Capital Management
California
$6.47M -$56.4K -2,050 -0.9%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$5.88M -$1.48M -53,888 -21%
OC
17
Oppenheimer & Co
New York
$5.47M +$274K +9,945 +5%
Morgan Stanley
18
Morgan Stanley
New York
$5.41M -$419K -15,243 -7%
First Trust Advisors
19
First Trust Advisors
Illinois
$5.38M +$515K +18,725 +11%
GC
20
Guggenheim Capital
Illinois
$4.4M +$145K +5,263 +3%
DAC
21
Dividend Assets Capital
South Carolina
$4.19M -$30.2K -1,097 -0.7%
RJA
22
Raymond James & Associates
Florida
$3.42M -$179K -6,505 -5%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$3.02M +$44K +1,600 +1%
AAA
24
Adams Asset Advisors
Texas
$2.86M +$2.79M +101,481 New
SLG
25
Stanley-Laman Group
Pennsylvania
$2.65M +$2.59M +94,283 New

LGCY Hedge Fund Activity: Q4 2013 in Review

108 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Legacy Reserves Inc. Common Stock (LGCY) for Q4 2013, worth a combined $361M — up 15% from $313M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new LGCY positions and 6 closed out — a net gain of 6 holders — while 35 added to existing stakes and 34 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $12M. The largest seller was JP Morgan Chase, cutting an estimated $3.02M.

  • 108 institutional investors held Legacy Reserves Inc. Common Stock (LGCY) as of Q4 2013, up from 104 in Q3 2013.
  • Funds reported $361M of Legacy Reserves Inc. Common Stock stock for Q4 2013, up 15% quarter-over-quarter.
  • 12 funds opened new Legacy Reserves Inc. Common Stock positions in Q4 2013 and 6 closed out, a net change of +6 holders.
  • The largest Legacy Reserves Inc. Common Stock buyer in Q4 2013 was Goldman Sachs, an estimated $12M added.
  • The largest Legacy Reserves Inc. Common Stock seller in Q4 2013 was JP Morgan Chase, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2013.