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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
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$4.08M +$17.1K +400 +0.4%
NRECA
102
National Rural Electric Cooperative Association
Virginia
$4.02M
Capital Fund Management (CFM)
103
Capital Fund Management (CFM)
France
$3.94M -$8.09M -188,834 -65%
BA
104
BlackRock Advisors
Delaware
$3.92M +$795K +18,557 +23%
Royal Bank of Canada
105
Royal Bank of Canada
Ontario, Canada
$3.92M -$1.39M -32,416 -24%
UOC
106
UBS O'Connor
Illinois
$3.92M +$4.28M +100,000 New
RJA
107
Raymond James & Associates
Florida
$3.71M +$940K +21,943 +30%
AQR Capital Management
108
AQR Capital Management
Connecticut
$3.51M +$1.43M +33,501 +60%
BCM
109
BlueCrest Capital Management
Jersey
$3.47M +$3.78M +88,351 New
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$3.44M -$43.2K -1,008 -1%
WCF
111
West Coast Financial
California
$3.38M +$53.3K +1,245 +1%
State of New Jersey Common Pension Fund D
112
State of New Jersey Common Pension Fund D
New Jersey
$3.14M
Ameriprise
113
Ameriprise
Minnesota
$3.08M -$26K -607 -0.8%
TCM
114
Twin Capital Management
Pennsylvania
$3.03M +$1.63M +38,100 +97%
PTC
115
Philadelphia Trust Company
Pennsylvania
$2.97M +$2.87M +67,075 New
OTPPB
116
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.9M +$1.14M +26,684 +57%
Asset Management One
117
Asset Management One
Japan
$2.87M -$1.48M -34,446 -32%
UBS Group
118
UBS Group
Switzerland
$2.86M +$414K +9,673 +15%
State of Wisconsin Investment Board
119
State of Wisconsin Investment Board
Wisconsin
$2.84M -$24.8K -580 -0.8%
MME
120
Meag Munich Ergo
Germany
$2.83M +$3.07M +71,619 New
Renaissance Technologies
121
Renaissance Technologies
New York
$2.79M -$35.5M -829,600 -92%
LSV Asset Management
122
LSV Asset Management
Illinois
$2.68M +$116K +2,700 +4%
Fisher Asset Management
123
Fisher Asset Management
Washington
$2.67M
RGI
124
River Global Investors
United Kingdom
$2.67M +$2.91M +67,961 New
AAF
125
Andra AP-fonden
Sweden
$2.63M +$116K +2,700 +4%

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.