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LM

Legg Mason, Inc.
LM

Delisted

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

301 hedge funds and large institutions have $2.78B invested in Legg Mason, Inc. in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 122 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $6.67M

14% more capital invested

Capital invested by funds: $2.44B → $2.78B (+$345M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

3% less funds holding

Funds holding: 311301 (-10)

40% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 122

Holders
301
Holders Change
-10
Holders Change %
-3.22%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
73
Reduced
122
Closed
55
Calls
$8.52M
Puts
$6.67M
Net Calls
+$1.85M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Comerica Bank
26
Comerica Bank
Texas
$24.4M +$17M +491,580 +350%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$23.5M -$58.7M -1,694,306 -72%
Pzena Investment Management
28
Pzena Investment Management
New York
$23.1M
Millennium Management
29
Millennium Management
New York
$22.8M +$21.9M +631,606 New
PCC
30
Park Circle Company
Maryland
$20.7M -$520K -15,000 -3%
PPA
31
Parametric Portfolio Associates
Washington
$20.6M +$3.36M +96,973 +21%
TA
32
Teachers Advisors
New York
$20.3M +$9.42K +272 +0%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$20.1M +$18.5M +532,531 +2,183%
Morgan Stanley
34
Morgan Stanley
New York
$17.2M +$1.29M +37,253 +8%
FC
35
Fairpointe Capital
Illinois
$16.3M +$14.1M +406,100 +885%
OCM
36
Olstein Capital Management
New York
$15.8M -$4.36M -125,880 -22%
MFIMFI
37
Mesirow Financial Investment Management - Fixed Income
Illinois
$14M -$4.37M -126,165 -24%
Retirement Systems of Alabama
38
Retirement Systems of Alabama
Alabama
$13M -$143K -4,119 -1%
Principal Financial Group
39
Principal Financial Group
Iowa
$12.9M -$76.7K -2,215 -0.6%
Charles Schwab
40
Charles Schwab
California
$12.7M +$998K +28,797 +9%
O
41
OppenheimerFunds
New York
$12.2M +$11.1M +320,564 +1,730%
TCIM
42
TIAA CREF Investment Management
New York
$12.2M -$404K -11,650 -3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$11.7M -$381K -11,000 -3%
SFM
44
Systematic Financial Management
New Jersey
$11.6M -$602K -17,361 -5%
Wells Fargo
45
Wells Fargo
California
$10.8M -$1.58M -45,476 -13%
GIA
46
Gateway Investment Advisers
Ohio
$10.3M -$398K -11,474 -4%
Ameriprise
47
Ameriprise
Minnesota
$9.94M +$39.1K +1,128 +0.4%
SAM
48
Strategy Asset Managers
California
$9.81M -$55.2K -1,592 -0.6%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$8.36M +$35 +1 +0%
IP
50
Interval Partners
New York
$8.33M +$3.59M +103,474 +81%

LM Hedge Fund Activity: Q1 2017 in Review

301 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q1 2017, worth a combined $2.78B — up 14% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LM and 53 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Wellington Management Group, cutting an estimated $58.7M.

  • 301 institutional investors held Legg Mason, Inc. (LM) as of Q1 2017, down from 311 in Q4 2016.
  • Funds reported $2.78B of Legg Mason, Inc. stock for Q1 2017, up 14% quarter-over-quarter.
  • 53 funds opened new Legg Mason, Inc. positions in Q1 2017 and 55 closed out, a net change of -2 holders.
  • The largest Legg Mason, Inc. buyer in Q1 2017 was BlackRock, an estimated $260M added.
  • The largest Legg Mason, Inc. seller in Q1 2017 was Wellington Management Group, an estimated $58.7M sold.

Based on aggregated 13F filings for Q1 2017.