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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
Charles Schwab
51
Charles Schwab
California
$15.3M +$26.7K +554 +0.2%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$15M -$699K -14,500 -5%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$14.1M -$227K -4,708 -2%
WAM
54
Winslow Asset Management
Ohio
$13.1M -$362K -7,515 -3%
ARC
55
Absolute Return Capital
Massachusetts
$13M +$2.36M +48,942 +24%
O
56
OppenheimerFunds
New York
$12.9M
HCM
57
Hodges Capital Management
Texas
$12.8M -$9.35K -194 -0.1%
OCM
58
Olstein Capital Management
New York
$12.4M -$1.63M -33,800 -12%
WCM
59
Wedge Capital Management
North Carolina
$11.5M +$13K +270 +0.1%
BlackRock
60
BlackRock
New York
$11.3M +$248K +5,143 +2%
AQR Capital Management
61
AQR Capital Management
Connecticut
$11.1M -$5.07M -105,200 -33%
Deutsche Bank
62
Deutsche Bank
Germany
$11.1M -$15.3M -317,103 -59%
State Board of Administration of Florida Retirement System
63
State Board of Administration of Florida Retirement System
Florida
$10.8M -$132K -2,735 -1%
KBC Group
64
KBC Group
Belgium
$10.7M -$859K -17,818 -8%
Mitsubishi UFJ Trust & Banking
65
Mitsubishi UFJ Trust & Banking
Japan
$10.7M -$696K -14,439 -6%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$10.7M -$527K -10,929 -5%
PPA
67
Parametric Portfolio Associates
Washington
$10.6M +$123K +2,547 +1%
AAM
68
Aberdeen Asset Management
United Kingdom
$10.6M +$9.98M +207,064 New
AllianceBernstein
69
AllianceBernstein
Tennessee
$10.6M -$10.9M -225,570 -52%
BIM
70
BlackRock Investment Management
Delaware
$10.6M -$89.5K -1,857 -0.9%
JHIU
71
Janus Henderson Investors US
Colorado
$10.6M +$8.76M +181,600 +750%
JCM
72
Jag Capital Management
Missouri
$10.5M -$36.1K -749 -0.4%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$9.72M -$612K -12,700 -6%
Adage Capital Partners
74
Adage Capital Partners
Massachusetts
$9.53M +$8.96M +185,800 New
ICM
75
IronBridge Capital Management
Illinois
$8.81M +$8.28M +171,695 New

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.