We are live on ! Find out more
LGCY

Legacy Reserves Inc. Common Stock
LGCY

Delisted

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

65 hedge funds and large institutions have $70.5M invested in Legacy Reserves Inc. Common Stock in 2018 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

10% more funds holding

Funds holding: 5965 (+6)

12% less capital invested

Capital invested by funds: $80.4M → $70.5M (-$9.89M)

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

80% less call options, than puts

Call options by funds: $26K | Put options by funds: $131K

Holders
65
Holders Change
+6
Holders Change %
+10.17%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
13
Reduced
16
Closed
13
Calls
$26K
Puts
$131K
Net Calls
-$105K
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
BCC
1
Baines Creek Capital
Texas
$37.2M +$77.4M +24,153,052 New
Fidelity Investments
2
Fidelity Investments
Massachusetts
$18.3M +$4.47M +1,394,339 +13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$4.48M +$9.31M +2,906,901 New
WIA
4
World Investment Advisors
California
$2.34M +$5.1M +1,592,148 New
HAI
5
Hennessy Advisors Inc
California
$873K -$198K -61,700 -10%
Morgan Stanley
6
Morgan Stanley
New York
$531K +$13.8K +4,316 +1%
Deutsche Bank
7
Deutsche Bank
Germany
$521K +$1.08M +338,400 New
Renaissance Technologies
8
Renaissance Technologies
New York
$521K +$1.08M +338,400 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$507K +$276K +86,100 +35%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$431K -$686K -214,132 -43%
XSC
11
X-Square Capital
Puerto Rico
$383K +$324K +101,000 +68%
WWM
12
Western Wealth Management
Colorado
$348K +$724K +225,999 New
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$309K
Bank of America
14
Bank of America
North Carolina
$307K -$81K -25,296 -11%
William Blair & Company
15
William Blair & Company
Illinois
$267K -$78.1K -24,390 -12%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$219K +$328K +102,380 +254%
RJA
17
Raymond James & Associates
Florida
$188K +$13.5K +4,224 +4%
Wells Fargo
18
Wells Fargo
California
$186K +$229K +71,498 +145%
Two Sigma Investments
19
Two Sigma Investments
New York
$181K +$376K +117,406 New
UBS Group
20
UBS Group
Switzerland
$180K -$149K -46,513 -28%
BCM
21
BlueCrest Capital Management
Jersey
$168K +$350K +109,281 New
Millennium Management
22
Millennium Management
New York
$164K +$236K +73,815 +226%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$155K +$322K +100,518 New
Blackstone Inc
24
Blackstone Inc
New York
$154K
NA
25
Navellier & Associates
Nevada
$146K -$711 -222 -0.2%

LGCY Hedge Fund Activity: Q4 2018 in Review

65 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Legacy Reserves Inc. Common Stock (LGCY) for Q4 2018, worth a combined $70.5M — down 12% from $80.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new LGCY positions and 13 closed out — a net gain of 6 holders — while 13 added to existing stakes and 16 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $9.31M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $9.31M sold.

  • 65 institutional investors held Legacy Reserves Inc. Common Stock (LGCY) as of Q4 2018, up from 59 in Q3 2018.
  • Funds reported $70.5M of Legacy Reserves Inc. Common Stock stock for Q4 2018, down 12% quarter-over-quarter.
  • 19 funds opened new Legacy Reserves Inc. Common Stock positions in Q4 2018 and 13 closed out, a net change of +6 holders.
  • The largest Legacy Reserves Inc. Common Stock buyer in Q4 2018 was Vanguard Group, an estimated $9.31M added.
  • The largest Legacy Reserves Inc. Common Stock seller in Q4 2018 was Fir Tree Capital Management, an estimated $9.31M sold.

Based on aggregated 13F filings for Q4 2018.