We are live on ! Find out more
LM

Legg Mason, Inc.
LM

Delisted

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

301 hedge funds and large institutions have $2.78B invested in Legg Mason, Inc. in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 122 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $6.67M

14% more capital invested

Capital invested by funds: $2.44B → $2.78B (+$345M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

3% less funds holding

Funds holding: 311301 (-10)

40% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 122

Holders
301
Holders Change
-10
Holders Change %
-3.22%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
73
Reduced
122
Closed
55
Calls
$8.52M
Puts
$6.67M
Net Calls
+$1.85M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
251
Lazard Asset Management
New York
$102K -$970K -28,010 -91%
OMCS
252
Old Mutual Customised Solutions
South Africa
$94K
QCG
253
Quadrant Capital Group
Ohio
$79K +$208 +6 +0.3%
Fifth Third Bancorp
254
Fifth Third Bancorp
Ohio
$74K
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$72K -$222K -6,400 -76%
Group One Trading
256
Group One Trading
Illinois
$57K +$54.5K +1,573 New
AssetMark Inc
257
AssetMark Inc
California
$49K -$35.9K -1,036 -43%
MIC
258
MU Investments Company
Japan
$49K -$21.5K -620 -31%
Bessemer Group
259
Bessemer Group
New Jersey
$49K
Parallax Volatility Advisers
260
Parallax Volatility Advisers
California
$49K +$46.4K +1,338 +10,292%
ST
261
Spot Trading
Illinois
$45K +$42.8K +1,234 New
MCM
262
Manchester Capital Management
Vermont
$36K
SBL
263
Sargent Bickham Lagudis
Colorado
$36K
TCOV
264
Trust Company of Vermont
Vermont
$36K
FPFS
265
First Personal Financial Services
North Carolina
$32K -$1.04K -30 -3%
EWM
266
Evercore Wealth Management
New York
$26K +$24.8K +715 New
AIM
267
Acrospire Investment Management
Illinois
$25K +$24.3K +700 New
SF
268
Synovus Financial
Georgia
$23K
MRCM
269
M&R Capital Management
New Jersey
$20K
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$18K +$4.16K +120 +31%
PCP
271
Proficio Capital Partners
Massachusetts
$17K +$15.3K +441 New
Barrow, Hanley, Mewhinney & Strauss
272
Barrow, Hanley, Mewhinney & Strauss
Texas
$16K +$15.7K +454 New
AG
273
Advisor Group
Arizona
$15K -$3.67K -106 -21%
AIL
274
AGF Investments LLC
Ontario, Canada
$14K -$9.25K -267 -41%
WCBA
275
Weaver C. Barksdale & Associates
Tennessee
$14K -$3.6K -104 -21%

LM Hedge Fund Activity: Q1 2017 in Review

301 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q1 2017, worth a combined $2.78B — up 14% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LM and 53 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Wellington Management Group, cutting an estimated $58.7M.

  • 301 institutional investors held Legg Mason, Inc. (LM) as of Q1 2017, down from 311 in Q4 2016.
  • Funds reported $2.78B of Legg Mason, Inc. stock for Q1 2017, up 14% quarter-over-quarter.
  • 53 funds opened new Legg Mason, Inc. positions in Q1 2017 and 55 closed out, a net change of -2 holders.
  • The largest Legg Mason, Inc. buyer in Q1 2017 was BlackRock, an estimated $260M added.
  • The largest Legg Mason, Inc. seller in Q1 2017 was Wellington Management Group, an estimated $58.7M sold.

Based on aggregated 13F filings for Q1 2017.