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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
DekaBank Deutsche Girozentrale
301
DekaBank Deutsche Girozentrale
Germany
$149K +$74.1K +1,600 +81%
HHMI
302
Howard Hughes Medical Institute
Maryland
$147K -$11.3K -245 -6%
Toronto Dominion Bank
303
Toronto Dominion Bank
Ontario, Canada
$145K +$37.2K +802 +30%
CSS
304
Cubist Systematic Strategies
Connecticut
$137K -$388K -8,377 -72%
NIMI
305
Natixis Investment Managers International
France
$120K +$46.6K +1,007 +54%
Northwestern Mutual Wealth Management
306
Northwestern Mutual Wealth Management
Wisconsin
$113K
Creative Planning
307
Creative Planning
Kansas
$110K +$122K +2,638 New
Canada Pension Plan Investment Board
308
Canada Pension Plan Investment Board
Ontario, Canada
$108K
Fifth Third Bancorp
309
Fifth Third Bancorp
Ohio
$106K +$2.04K +44 +2%
Macquarie Group
310
Macquarie Group
Australia
$104K
QCG
311
Quadrant Capital Group
Ohio
$85K
PAM
312
PartnerRe Asset Management
Connecticut
$83K +$10.4K +224 +13%
EOJOAM
313
E. Ohman J:or Asset Management
Sweden
$74.9K
FMII
314
Farmers & Merchants Investments Inc
Nebraska
$74K
SO
315
STRS Ohio
Ohio
$73K -$86.7K -1,871 -51%
MCA
316
Mercer Capital Advisers
New Jersey
$67K
NYLT
317
New York Life Trust
New York
$66K +$2.36K +51 +3%
ST
318
Spot Trading
Illinois
$58K +$62.2K +1,342 +2,684%
FAM
319
Formidable Asset Management
Ohio
$57K
IPC
320
Independent Portfolio Consultants
Florida
$55K +$7.41K +160 +14%
QI
321
QS Investors
New York
$55K +$61.1K +1,320 New
TCOV
322
Trust Company of Vermont
Vermont
$52K
LTFS
323
Ladenburg Thalmann Financial Services
Florida
$49K -$90.4K -1,952 -62%
Simplex Trading
324
Simplex Trading
Illinois
$45K +$50.4K +1,088 New
MCM
325
Manchester Capital Management
Vermont
$41K

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.