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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
CA
101
Continental Advisors
Utah
$2.76M -$832K -24,000 -24%
Two Sigma Advisers
102
Two Sigma Advisers
New York
$2.67M -$19.8M -571,784 -89%
GIA
103
Gargoyle Investment Advisor
New Jersey
$2.66M
CS
104
Comerica Securities
Michigan
$2.55M +$2.45M +70,731 New
MOACM
105
Mutual of America Capital Management
New York
$2.53M -$30.1K -870 -1%
AllianceBernstein
106
AllianceBernstein
Tennessee
$2.51M -$92.1K -2,658 -4%
Stifel Financial
107
Stifel Financial
Missouri
$2.33M +$33.1K +955 +2%
TPSF
108
Texas Permanent School Fund
Texas
$2.27M -$96.1K -2,775 -4%
Royal Bank of Canada
109
Royal Bank of Canada
Ontario, Canada
$2.23M -$426K -12,302 -17%
Federated Hermes
110
Federated Hermes
Pennsylvania
$2.14M -$133K -3,838 -6%
IA
111
Icon Advisers
Colorado
$2.03M
MWA
112
Marshall Wace Asia
Hong Kong
$1.99M +$1.91M +55,162 New
Prudential Financial
113
Prudential Financial
New Jersey
$1.98M +$21.8K +630 +1%
GH
114
GAM Holding
Switzerland
$1.87M -$432K -12,463 -19%
Canada Life
115
Canada Life
Manitoba, Canada
$1.84M -$11.6K -336 -0.7%
Axa
116
Axa
France
$1.77M +$1.7M +49,000 New
B
117
BancorpSouth
Mississippi
$1.74M +$153K +4,420 +10%
LTI
118
Laffer Tengler Investments
Tennessee
$1.72M
Asset Management One
119
Asset Management One
Japan
$1.65M +$145K +4,183 +10%
CCM
120
Coe Capital Management
Illinois
$1.56M -$171K -4,945 -10%
MERSOM
121
Municipal Employees' Retirement System of Michigan
Michigan
$1.5M -$15.6K -450 -1%
Ohio Public Employees Retirement System (OPERS)
122
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.48M -$97.8K -2,824 -6%
MSA
123
Mason Street Advisors
Wisconsin
$1.48M -$34.1K -985 -2%
AAM
124
Auxier Asset Management
Oregon
$1.43M
LMGAM
125
Liberty Mutual Group Asset Management
Massachusetts
$1.43M -$96.6K -2,787 -7%

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.