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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
AFG
51
American Financial Group
Ohio
$8.13M
AIG
52
American International Group
New York
$8M -$2.12M -61,193 -22%
Boston Partners
53
Boston Partners
Massachusetts
$7.64M +$2.67M +77,176 +57%
JP Morgan Chase
54
JP Morgan Chase
New York
$7.46M +$925K +26,711 +15%
Fisher Asset Management
55
Fisher Asset Management
Washington
$7.36M -$1.39M -39,999 -16%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$7.19M -$890K -25,700 -11%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$6.82M -$18.8K -543 -0.3%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$6.42M +$31.2K +900 +0.5%
SDIC
59
South Dakota Investment Council
South Dakota
$6.26M +$1.42M +41,100 +31%
Bank of America
60
Bank of America
North Carolina
$6.18M -$8.09M -233,368 -58%
State Board of Administration of Florida Retirement System
61
State Board of Administration of Florida Retirement System
Florida
$5.93M -$272K -7,844 -5%
NFA
62
Nationwide Fund Advisors
Ohio
$5.78M +$66.3K +1,913 +1%
Hudson Bay Capital Management
63
Hudson Bay Capital Management
Connecticut
$5.67M +$5.44M +157,000 New
QIM
64
Quantitative Investment Management
Virginia
$5.56M +$5.34M +154,100 New
AQR Capital Management
65
AQR Capital Management
Connecticut
$5.43M +$93.3K +2,694 +2%
Swiss National Bank
66
Swiss National Bank
Switzerland
$5.41M -$121K -3,500 -2%
KBC Group
67
KBC Group
Belgium
$5.13M -$409K -11,793 -8%
EVM
68
Eaton Vance Management
Massachusetts
$4.89M
V
69
ValueWorks
New York
$4.68M -$477K -13,771 -10%
WP
70
WMS Partners
Maryland
$4.67M -$448K -12,936 -9%
WCF
71
West Coast Financial
California
$4.63M -$71.8K -2,073 -2%
CS
72
Credit Suisse
Switzerland
$4.62M -$1.09M -31,380 -20%
HHC
73
Hutchin Hill Capital
New York
$4.6M -$378K -10,900 -8%
Manulife (Manufacturers Life Insurance)
74
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.54M +$97K +2,800 +2%
WMSA
75
Weiss Multi-Strategy Advisers
New York
$4.51M -$3.37M -97,239 -44%

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.