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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
Fidelity Investments
1
Fidelity Investments
Massachusetts
$67.6M +$18.6M +1,672,546 +33%
MF
2
Magnetar Financial
Illinois
$23.8M -$975K -87,812 -4%
NIM
3
NXG Investment Management
Texas
$15.8M -$6.48M -583,791 -27%
KACA
4
Kayne Anderson Capital Advisors
California
$14.1M – – –
JP Morgan Chase
5
JP Morgan Chase
New York
$9.92M -$2.62M -235,772 -19%
OC
6
Oppenheimer & Co
New York
$4.17M +$1.17M +105,552 +34%
UBS Group
7
UBS Group
Switzerland
$3.6M +$381K +34,308 +11%
Morgan Stanley
8
Morgan Stanley
New York
$3.39M +$62.7K +5,646 +2%
GC
9
Guggenheim Capital
Illinois
$3.13M +$103K +9,249 +3%
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$2.75M – – –
Goldman Sachs
11
Goldman Sachs
New York
$2.38M +$1.19M +107,022 +83%
Deutsche Bank
12
Deutsche Bank
Germany
$2.36M -$3.74M -336,700 -59%
AAM
13
Advisors Asset Management
Colorado
$2.32M -$1.71M -154,101 -40%
Renaissance Technologies
14
Renaissance Technologies
New York
$2.24M -$3.82M -343,613 -61%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.17M -$1.58M -141,972 -40%
TAM
16
TPH Asset Management
Texas
$1.99M +$22.2K +2,000 New
PP
17
Prudential plc
United Kingdom
$1.97M – – –
DPIM
18
Duff & Phelps Investment Management
Illinois
$1.94M -$1.67M -150,000 -44%
Wells Fargo
19
Wells Fargo
California
$1.77M -$1.64M -147,657 -46%
Barclays
20
Barclays
United Kingdom
$1.66M -$69.4K -6,246 -4%
AAA
21
Adams Asset Advisors
Texas
$1.39M +$556K +50,070 +57%
CC
22
Cannell & Co
New York
$1.2M -$166K -14,950 -11%
AIA
23
Arrow Investment Advisors
Maryland
$1.19M +$886K +79,817 +212%
RJA
24
Raymond James & Associates
Florida
$1.14M -$167K -15,081 -12%
Bank of America
25
Bank of America
North Carolina
$867K -$183K -16,464 -16%
1
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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.