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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
TA
26
Teachers Advisors
New York
$31.7M -$248K -5,789 -0.7%
Loomis, Sayles & Company
27
Loomis, Sayles & Company
Massachusetts
$29.1M +$14K +328 +0%
TCIM
28
TIAA CREF Investment Management
New York
$29M +$2.42M +56,495 +8%
Pzena Investment Management
29
Pzena Investment Management
New York
$29M +$9.29M +216,883 +42%
Adage Capital Partners
30
Adage Capital Partners
Massachusetts
$27.1M +$23.5M +547,900 +381%
SIM
31
Sadoff Investment Management
Wisconsin
$25.2M +$324K +7,569 +1%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$24.8M -$2.1M -49,028 -7%
DK
33
Darrell & King
Virginia
$22.7M +$24.8M +579,730 New
PCC
34
Park Circle Company
Maryland
$22.7M
Capital World Investors
35
Capital World Investors
California
$22.2M
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$21.6M -$1.15M -26,816 -5%
PAM
37
Panagora Asset Management
Massachusetts
$20.3M -$5.5M -128,422 -20%
Legal & General Group
38
Legal & General Group
United Kingdom
$18.3M +$830K +19,375 +4%
JIM
39
Jupiter Investment Management
United Kingdom
$18M +$3.72M +86,823 +23%
Balyasny Asset Management
40
Balyasny Asset Management
Illinois
$17.3M -$13.3M -309,756 -41%
Two Sigma Investments
41
Two Sigma Investments
New York
$16.5M -$14.8M -346,680 -45%
Morgan Stanley
42
Morgan Stanley
New York
$16.2M -$1.4M -32,616 -7%
GIA
43
Gateway Investment Advisers
Ohio
$15.8M -$1.89M -44,228 -10%
Charles Schwab
44
Charles Schwab
California
$15.8M +$602K +14,055 +4%
OCM
45
Olstein Capital Management
New York
$15.3M +$942K +22,000 +6%
CCMH
46
Cornerstone Capital Management Holdings
New York
$14.9M +$6.91M +161,459 +74%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$14.2M -$25.7K -600 -0.2%
CS
48
Candriam SCA
Luxembourg
$13.8M +$4.5M +105,029 +43%
Wellington Management Group
49
Wellington Management Group
Massachusetts
$13.5M +$6.32M +147,659 +75%
JHIU
50
Janus Henderson Investors US
Colorado
$13M -$24.3M -567,184 -63%

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.