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LM

Legg Mason, Inc.
LM

Delisted

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

352 hedge funds and large institutions have $5.32B invested in Legg Mason, Inc. in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 169 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $7.67M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 346352 (+6)

0% more capital invested

Capital invested by funds: $5.31B → $5.32B (+$16.9M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

51% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 169

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
10.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
40
Increased
82
Reduced
169
Closed
29
Calls
$18.2M
Puts
$7.67M
Net Calls
+$10.6M
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Change in
Stake
California Public Employees Retirement System
26
California Public Employees Retirement System
California
$40.7M -$5.61M -116,325 -13%
PP
27
Prospector Partners
Connecticut
$39.4M -$1.24M -25,700 -3%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$38.5M -$1.42M -29,519 -4%
Allianz Asset Management
29
Allianz Asset Management
Germany
$36.1M -$624K -12,934 -2%
TAM
30
Third Avenue Management
New York
$34.5M -$9.72M -201,700 -23%
SIM
31
Sadoff Investment Management
Wisconsin
$31.1M -$7.23K -150 -0%
PCC
32
Park Circle Company
Maryland
$30.8M
GIA
33
Gateway Investment Advisers
Ohio
$30.4M -$426K -8,829 -1%
Capital World Investors
34
Capital World Investors
California
$29M
Legal & General Group
35
Legal & General Group
United Kingdom
$28.6M -$94.1K -1,951 -0.3%
Wells Fargo
36
Wells Fargo
California
$28.5M -$7.84M -162,697 -23%
Los Angeles Capital Management
37
Los Angeles Capital Management
California
$26.8M -$2.29M -47,469 -8%
HCMT
38
Highland Capital Management (Texas)
Texas
$24.5M -$3.14M -65,100 -12%
ZIG
39
Zuckerman Investment Group
Illinois
$23.3M -$164K -3,392 -0.7%
GWM
40
Greenwich Wealth Management
Connecticut
$23.1M
CCMH
41
Cornerstone Capital Management Holdings
New York
$21M +$6.68M +138,599 +51%
ACM
42
Academy Capital Management
Texas
$20.8M -$700K -14,520 -3%
UBS AM
43
UBS AM
Illinois
$19.3M -$6.32M -131,093 -26%
RCM
44
Riverhead Capital Management
Delaware
$18.9M +$8.3M +172,167 +88%
GC
45
Guggenheim Capital
Illinois
$18.7M +$631K +13,081 +4%
MNA
46
Manning & Napier Advisors
New York
$18.4M +$174K +3,600 +1%
CCP
47
Clarkston Capital Partners
Michigan
$17.1M -$1.31M -27,130 -8%
WG
48
Winton Group
United Kingdom
$16.9M +$15.9M +330,158 New
CS
49
Credit Suisse
Switzerland
$16.7M +$351K +7,286 +2%
Wellington Management Group
50
Wellington Management Group
Massachusetts
$15.6M +$14.4M +299,338 +6,894%

LM Hedge Fund Activity: Q2 2014 in Review

352 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q2 2014, worth a combined $5.32B — up 0.32% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LM positions and 29 closed out — a net gain of 11 holders — while 82 added to existing stakes and 169 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $64.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.3M.

  • 352 institutional investors held Legg Mason, Inc. (LM) as of Q2 2014, up from 346 in Q1 2014.
  • Funds reported $5.32B of Legg Mason, Inc. stock for Q2 2014, up 0.32% quarter-over-quarter.
  • 40 funds opened new Legg Mason, Inc. positions in Q2 2014 and 29 closed out, a net change of +11 holders.
  • The largest Legg Mason, Inc. buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $64.1M added.
  • The largest Legg Mason, Inc. seller in Q2 2014 was T. Rowe Price Associates, an estimated $76.3M sold.

Based on aggregated 13F filings for Q2 2014.