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LM

Legg Mason, Inc.
LM

Delisted

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

320 hedge funds and large institutions have $3.02B invested in Legg Mason, Inc. in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 97 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

57% more call options, than puts

Call options by funds: $7.74M | Put options by funds: $4.93M

9% more capital invested

Capital invested by funds: $2.78B → $3.02B (+$243M)

6% more funds holding

Funds holding: 301320 (+19)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 120

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
7.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
52
Increased
97
Reduced
120
Closed
32
Calls
$7.74M
Puts
$4.93M
Net Calls
+$2.81M
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
26
Sit Investment Associates
Minnesota
$26.7M +$63.4K +1,675 +0.2%
Comerica Bank
27
Comerica Bank
Texas
$25.2M -$363K -9,581 -2%
Pzena Investment Management
28
Pzena Investment Management
New York
$24.4M
Wellington Management Group
29
Wellington Management Group
Massachusetts
$24.3M -$609K -16,070 -2%
Morgan Stanley
30
Morgan Stanley
New York
$22.9M +$4.71M +124,393 +26%
PPA
31
Parametric Portfolio Associates
Washington
$22M +$267K +7,040 +1%
PCC
32
Park Circle Company
Maryland
$21.9M
TA
33
Teachers Advisors
New York
$21.6M +$105K +2,760 +0.5%
Millennium Management
34
Millennium Management
New York
$21.5M -$2.58M -68,193 -11%
AQR Capital Management
35
AQR Capital Management
Connecticut
$21.1M +$15.3M +403,865 +269%
MFIMFI
36
Mesirow Financial Investment Management - Fixed Income
Illinois
$14.7M -$107K -2,815 -0.7%
FC
37
Fairpointe Capital
Illinois
$14.2M -$3.04M -80,200 -18%
JP Morgan Chase
38
JP Morgan Chase
New York
$14M +$6.05M +159,712 +77%
Principal Financial Group
39
Principal Financial Group
Iowa
$13.9M +$261K +6,905 +2%
Charles Schwab
40
Charles Schwab
California
$13.9M +$386K +10,186 +3%
Retirement Systems of Alabama
41
Retirement Systems of Alabama
Alabama
$13.7M -$75K -1,981 -0.5%
OCM
42
Olstein Capital Management
New York
$13.1M -$3.63M -95,850 -22%
UOC
43
UBS O'Connor
Illinois
$13.1M +$13M +342,100 New
O
44
OppenheimerFunds
New York
$12.9M -$14.2K -374 -0.1%
TCIM
45
TIAA CREF Investment Management
New York
$12.2M -$686K -18,108 -5%
California Public Employees Retirement System
46
California Public Employees Retirement System
California
$12.2M -$242K -6,400 -2%
SFM
47
Systematic Financial Management
New Jersey
$12.2M -$66.8K -1,765 -0.6%
MWNA
48
Marshall Wace North America
New York
$12M +$12M +316,610 New
Wells Fargo
49
Wells Fargo
California
$11.4M +$12.5K +331 +0.1%
SAM
50
Strategy Asset Managers
California
$10.6M +$269K +7,115 +3%

LM Hedge Fund Activity: Q2 2017 in Review

320 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q2 2017, worth a combined $3.02B — up 8.7% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LM positions and 32 closed out — a net gain of 20 holders — while 97 added to existing stakes and 120 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $27.9M.

  • 320 institutional investors held Legg Mason, Inc. (LM) as of Q2 2017, up from 301 in Q1 2017.
  • Funds reported $3.02B of Legg Mason, Inc. stock for Q2 2017, up 8.7% quarter-over-quarter.
  • 52 funds opened new Legg Mason, Inc. positions in Q2 2017 and 32 closed out, a net change of +20 holders.
  • The largest Legg Mason, Inc. buyer in Q2 2017 was Laurion Capital Management, an estimated $36.8M added.
  • The largest Legg Mason, Inc. seller in Q2 2017 was BlackRock, an estimated $27.9M sold.

Based on aggregated 13F filings for Q2 2017.