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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
Legal & General Group
76
Legal & General Group
United Kingdom
$4.45M +$1.35M +38,833 +46%
Calamos Advisors
77
Calamos Advisors
Illinois
$4.44M +$4.26M +123,000 New
VIG
78
Vienna Insurance Group
Poland
$4.33M
OA
79
Oxbow Advisors
Texas
$4.1M +$28.2K +815 +0.7%
EGM
80
Engineers Gate Manager
New York
$3.99M +$3.83M +110,481 New
TAM
81
Third Avenue Management
New York
$3.76M
Deutsche Bank
82
Deutsche Bank
Germany
$3.71M -$2.1M -60,476 -37%
GLA
83
Great Lakes Advisors
Illinois
$3.69M +$2.95M +85,071 +494%
IR
84
IAT Reinsurance
New York
$3.61M
AIMCA
85
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.6M +$2.22M +63,970 +178%
AIU
86
Algebris Investments (UK)
United Kingdom
$3.6M -$8.26M -238,450 -71%
FSA
87
Financial Sense Advisors
California
$3.57M +$3.42M +98,853 New
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$3.56M -$28.4M -819,431 -89%
Nisa Investment Advisors
89
Nisa Investment Advisors
Missouri
$3.42M +$464K +13,385 +16%
GC
90
Guggenheim Capital
Illinois
$3.34M -$586K -16,915 -15%
SG Americas Securities
91
SG Americas Securities
New York
$3.09M +$1.7M +49,011 +134%
RGI
92
River Global Investors
United Kingdom
$3.01M -$1.17M -33,800 -29%
AG
93
Aperio Group
California
$2.97M -$14.7K -424 -0.5%
UBS AM
94
UBS AM
Illinois
$2.95M +$346K +9,978 +14%
MLICM
95
Metropolitan Life Insurance Company (MetLife)
New York
$2.94M -$107K -3,077 -4%
HighTower Advisors
96
HighTower Advisors
Illinois
$2.88M +$2.76M +79,756 New
GWM
97
Graybill Wealth Management
Illinois
$2.81M +$2.7M +77,895 New
CFP
98
Cornerstone Financial Partners
North Carolina
$2.81M +$2.69M +77,689 New
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
$2.78M +$2.66M +76,883 New
GWM
100
Greenwich Wealth Management
Connecticut
$2.77M +$5.68K +164 +0.2%

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.