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LM

Legg Mason, Inc.
LM

Delisted

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

381 hedge funds and large institutions have $3.75B invested in Legg Mason, Inc. in 2015 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 131 increasing their positions, 127 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

337% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $2.59M

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

4% more funds holding

Funds holding: 366381 (+15)

3% more repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 127

6% less capital invested

Capital invested by funds: $3.99B → $3.75B (-$240M)

Holders
381
Holders Change
+15
Holders Change %
+4.1%
% of All Funds
9.99%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
52
Increased
131
Reduced
127
Closed
32
Calls
$11.3M
Puts
$2.59M
Net Calls
+$8.74M
Net Calls Change
-$16.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SEI Investments
301
SEI Investments
Pennsylvania
$212K -$2.66M -62,209 -92%
Handelsbanken Fonder
302
Handelsbanken Fonder
Sweden
$202K +$220K +5,143 New
Robeco Institutional Asset Management
303
Robeco Institutional Asset Management
Netherlands
$197K
DADC
304
D.A. Davidson & Co
Montana
$186K -$89.9K -2,100 -31%
CFG
305
Citizens Financial Group
Rhode Island
$180K +$188K +4,400 New
Federated Hermes
306
Federated Hermes
Pennsylvania
$166K +$9.85K +230 +6%
OMCS
307
Old Mutual Customised Solutions
South Africa
$165K
SAM
308
Shell Asset Management
Netherlands
$160K -$623K -14,547 -78%
SG Americas Securities
309
SG Americas Securities
New York
$147K -$2.26M -52,838 -93%
Nordea Investment Management
310
Nordea Investment Management
Sweden
$147K
SDIC
311
South Dakota Investment Council
South Dakota
$137K +$150K +3,500 New
HHMI
312
Howard Hughes Medical Institute
Maryland
$130K -$9.51K -222 -6%
Toronto Dominion Bank
313
Toronto Dominion Bank
Ontario, Canada
$130K -$8.18K -191 -5%
DekaBank Deutsche Girozentrale
314
DekaBank Deutsche Girozentrale
Germany
$127K -$15.7K -366 -10%
Envestnet Asset Management
315
Envestnet Asset Management
Illinois
$106K -$65K -1,518 -36%
Canada Pension Plan Investment Board
316
Canada Pension Plan Investment Board
Ontario, Canada
$106K +$4.28K +100 +4%
NYLT
317
New York Life Trust
New York
$102K +$43.1K +1,007 +63%
Fifth Third Bancorp
318
Fifth Third Bancorp
Ohio
$99K -$300 -7 -0.3%
Macquarie Group
319
Macquarie Group
Australia
$98K
Teacher Retirement System of Texas
320
Teacher Retirement System of Texas
Texas
$94K -$3.38M -78,823 -97%
EA
321
Euclid Advisors
Connecticut
$90K +$98.5K +2,300 New
QCG
322
Quadrant Capital Group
Ohio
$80K
GT
323
Glenmede Trust
Pennsylvania
$77K -$17.9M -418,354 -100%
Pacer Advisors
324
Pacer Advisors
Pennsylvania
$73K +$79.9K +1,865 New
EOJOAM
325
E. Ohman J:or Asset Management
Sweden
$70.6K

LM Hedge Fund Activity: Q4 2015 in Review

381 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q4 2015, worth a combined $3.75B — down 6% from $3.99B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LM positions and 32 closed out — a net gain of 20 holders — while 131 added to existing stakes and 127 trimmed.

The largest buyer was Samlyn Capital, adding an estimated $99.3M. The largest seller was Citadel Advisors, cutting an estimated $45.3M.

  • 381 institutional investors held Legg Mason, Inc. (LM) as of Q4 2015, up from 366 in Q3 2015.
  • Funds reported $3.75B of Legg Mason, Inc. stock for Q4 2015, down 6% quarter-over-quarter.
  • 52 funds opened new Legg Mason, Inc. positions in Q4 2015 and 32 closed out, a net change of +20 holders.
  • The largest Legg Mason, Inc. buyer in Q4 2015 was Samlyn Capital, an estimated $99.3M added.
  • The largest Legg Mason, Inc. seller in Q4 2015 was Citadel Advisors, an estimated $45.3M sold.

Based on aggregated 13F filings for Q4 2015.