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LM

Legg Mason, Inc.
LM

Delisted

LM was delisted on the 31st of July, 2020.

366 hedge funds and large institutions have $3.99B invested in Legg Mason, Inc. in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $31.2M | Put options by funds: $5.56M

2% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 126

6% less funds holding

Funds holding: 390366 (-24)

20% less capital invested

Capital invested by funds: $5.01B → $3.99B (-$1.02B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

36% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 61

Holders
366
Holders Change
-24
Holders Change %
-6.15%
% of All Funds
10.22%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
39
Increased
128
Reduced
126
Closed
61
Calls
$31.2M
Puts
$5.56M
Net Calls
+$25.6M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CNB
226
City National Bank
California
$585K -$4.45K -96 -0.7%
LCS
227
Levin Capital Strategies
New York
$581K
TRSOTSOK
228
Teachers Retirement System of the State of Kentucky
Kentucky
$574K
OWIM
229
Old West Investment Management
California
$567K -$102K -2,210 -14%
VKH
230
Virtu KCG Holdings
New York
$526K -$122K -2,642 -17%
MAM
231
Meeder Asset Management
Ohio
$516K
M&T Bank
232
M&T Bank
New York
$514K +$91.4K +1,974 +19%
GH
233
GAM Holding
Switzerland
$513K -$5.53M -119,318 -91%
PAM
234
Princeton Alpha Management
New Jersey
$511K -$881K -19,010 -61%
MOACM
235
Mutual of America Capital Management
New York
$510K +$76.9K +1,660 +16%
WAM
236
World Asset Management
Michigan
$500K +$46.9K +1,012 +9%
Susquehanna International Group
237
Susquehanna International Group
Pennsylvania
$498K -$233K -5,030 -30%
AB
238
Amalgamated Bank
New York
$497K +$13.5K +291 +2%
CAM
239
Capstone Asset Management
Texas
$489K -$463 -10 -0.1%
GIA
240
GHP Investment Advisors
Colorado
$481K +$64.4K +1,390 +14%
LS
241
Livforsakringsbolaget Skandia
Sweden
$465K
Nomura Asset Management
242
Nomura Asset Management
Japan
$465K
GL
243
GLG LLC
New York
$462K -$880 -19 -0.2%
CAM
244
Cacti Asset Management
Georgia
$453K
CIBC Asset Management
245
CIBC Asset Management
Ontario, Canada
$441K +$1.9K +41 +0.4%
NMERB
246
New Mexico Educational Retirement Board
New Mexico
$437K
SAM
247
Securian Asset Management
Minnesota
$425K +$52.3K +1,128 +12%
AW
248
Alpha Windward
Massachusetts
$420K +$38.9K +840 +9%
IMAS
249
ID Management A/S
Denmark
$411K +$458K +9,879 New
MVA
250
Mount Vernon Associates
Maryland
$406K -$11.6K -250 -3%

LM Hedge Fund Activity: Q3 2015 in Review

366 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q3 2015, worth a combined $3.99B — down 20% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of LM and 39 opened new positions — a net loss of 22 holders — while 126 trimmed existing stakes and 128 added.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $60.2M. The largest seller was Wellington Management Group, cutting an estimated $145M.

  • 366 institutional investors held Legg Mason, Inc. (LM) as of Q3 2015, down from 390 in Q2 2015.
  • Funds reported $3.99B of Legg Mason, Inc. stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Legg Mason, Inc. positions in Q3 2015 and 61 closed out, a net change of -22 holders.
  • The largest Legg Mason, Inc. buyer in Q3 2015 was First Pacific Advisors, an estimated $60.2M added.
  • The largest Legg Mason, Inc. seller in Q3 2015 was Wellington Management Group, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2015.