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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
PAPAIJV
76
Paragon Associates & Paragon Associates II Joint Venture
Texas
$6.87M +$7.49M +175,000 New
AFG
77
American Financial Group
Ohio
$6.47M
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$6.38M -$108K -2,524 -2%
Principal Financial Group
79
Principal Financial Group
Iowa
$6.19M +$202K +4,727 +3%
MTB
80
Mizuho Trust & Banking
Japan
$6.1M +$125K +2,919 +2%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$6.05M +$143K +3,347 +2%
WP
82
WMS Partners
Maryland
$5.94M +$1M +23,454 +18%
KBC Group
83
KBC Group
Belgium
$5.85M +$6.38K +149 +0.1%
Retirement Systems of Alabama
84
Retirement Systems of Alabama
Alabama
$5.76M -$32.6K -762 -0.5%
V
85
ValueWorks
New York
$5.71M -$192K -4,494 -3%
IP
86
Interval Partners
New York
$5.56M +$2.86M +66,814 +89%
DCM
87
Dupont Capital Management
Delaware
$5.55M +$1.43M +33,500 +31%
EVM
88
Eaton Vance Management
Massachusetts
$5.48M
EGM
89
Engineers Gate Manager
New York
$5.41M +$1.7M +39,685 +40%
First Trust Advisors
90
First Trust Advisors
Illinois
$5.4M +$2.81M +65,511 +91%
ARTA
91
A.R.T. Advisors
New York
$5.37M +$140K +3,268 +2%
Bank of America
92
Bank of America
North Carolina
$5.29M +$1.98M +46,190 +52%
Aviva
93
Aviva
United Kingdom
$5.08M -$210K -4,906 -4%
HHC
94
Hutchin Hill Capital
New York
$5.07M +$5.53M +129,200 New
BJ
95
BlackRock Japan
Japan
$4.56M -$7.88K -184 -0.2%
SCM
96
Stevens Capital Management
Pennsylvania
$4.48M +$4.89M +114,186 New
MCM
97
Maltese Capital Management
New York
$4.32M +$1.5M +35,000 +47%
ERSOT
98
Employees Retirement System of Texas
Texas
$4.14M
GWM
99
Greenwich Wealth Management
Connecticut
$4.11M
TAM
100
Third Avenue Management
New York
$4.1M -$2.62M -61,159 -37%

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.