We are live on ! Find out more
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
FMII
326
Farmers & Merchants Investments Inc
Nebraska
$70K
SO
327
STRS Ohio
Ohio
$69K
Simplex Trading
328
Simplex Trading
Illinois
$69K +$29.8K +696 +64%
IC
329
IKOS CIF
Cyprus
$69K +$77.1K +1,800 New
MCA
330
Mercer Capital Advisers
New Jersey
$63K
AssetMark Inc
331
AssetMark Inc
California
$60K +$61.5K +1,436 +1,651%
MAM
332
Mizuho Asset Management
Japan
$53K +$19.5K +456 +50%
QI
333
QS Investors
New York
$52K
FAM
334
Formidable Asset Management
Ohio
$51K
TCOV
335
Trust Company of Vermont
Vermont
$49K
MCM
336
Manchester Capital Management
Vermont
$39K
WTC
337
WhitTier Trust Company
Nevada
$39K
HF
338
Hoxton Financial
West Virginia
$37K
Creative Planning
339
Creative Planning
Kansas
$35K -$74.7K -1,745 -66%
LTFS
340
Ladenburg Thalmann Financial Services
Florida
$35K -$11.9K -278 -24%
PAM
341
PartnerRe Asset Management
Connecticut
$29K -$53.6K -1,251 -63%
Bessemer Group
342
Bessemer Group
New Jersey
$29K
PAIA
343
Park Avenue Institutional Advisers
New York
$27K -$1.33K -31 -4%
CFA
344
Carroll Financial Associates
North Carolina
$26K +$29.3K +684 New
TRCT
345
Tower Research Capital (TRC)
New York
$21K +$18.8K +440 +489%
GLI
346
Guardian Life Insurance
New York
$20K -$5.44K -127 -20%
AAM
347
Advisors Asset Management
Colorado
$20K
CF
348
CenterStar Fund
Illinois
$20K
BAM
349
Brave Asset Management
New Jersey
$20K +$21.4K +500 New
TG
350
TLP Group
Illinois
$18K +$19.8K +462 New

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.