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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
Two Sigma Investments
26
Two Sigma Investments
New York
$31.9M +$6.34M +136,945 +22%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$31.2M -$6.08M -131,180 -15%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$30.8M -$1.61M -34,841 -4%
Los Angeles Capital Management
29
Los Angeles Capital Management
California
$29.9M -$142K -3,062 -0.4%
SC
30
Samlyn Capital
New York
$29.8M +$33.2M +717,100 New
Two Sigma Advisers
31
Two Sigma Advisers
New York
$28.5M +$11.8M +254,185 +60%
TCIM
32
TIAA CREF Investment Management
New York
$28.4M -$15.4M -332,570 -33%
Goldman Sachs
33
Goldman Sachs
New York
$27.8M -$5.62M -121,265 -15%
PAM
34
Panagora Asset Management
Massachusetts
$26.9M -$21.6M -465,576 -42%
SIM
35
Sadoff Investment Management
Wisconsin
$26.4M +$642K +13,855 +2%
WG
36
Winton Group
United Kingdom
$25M +$19.2M +415,434 +225%
JCM
37
Junto Capital Management
New York
$24.5M +$27.3M +589,900 New
Deutsche Bank
38
Deutsche Bank
Germany
$24.2M +$580K +12,522 +2%
PCC
39
Park Circle Company
Maryland
$24.1M
D.E. Shaw & Co
40
D.E. Shaw & Co
New York
$24M +$1.31M +28,210 +5%
Capital World Investors
41
Capital World Investors
California
$23.5M
Pzena Investment Management
42
Pzena Investment Management
New York
$21.7M +$2.92M +62,975 +14%
CCP
43
Clarkston Capital Partners
Michigan
$19.9M +$7.62M +164,567 +53%
Legal & General Group
44
Legal & General Group
United Kingdom
$18.6M -$239K -5,163 -1%
GIA
45
Gateway Investment Advisers
Ohio
$18.6M -$37K -798 -0.2%
Morgan Stanley
46
Morgan Stanley
New York
$18.5M -$16.1M -348,138 -44%
RCAMU
47
Rothschild & Co Asset Management US
Connecticut
$18M +$475K +10,249 +2%
GT
48
Glenmede Trust
Pennsylvania
$17.5M +$10.5M +226,277 +117%
Charles Schwab
49
Charles Schwab
California
$16.2M +$2.06M +44,370 +13%
JIM
50
Jupiter Investment Management
United Kingdom
$15.5M +$697K +15,039 +4%

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.