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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
ASRS
126
Arizona State Retirement System
Arizona
$1.3M -$142K -4,100 -10%
SOMRS
127
State of Michigan Retirement System
Michigan
$1.27M -$34.6K -1,000 -3%
Janney Montgomery Scott
128
Janney Montgomery Scott
Pennsylvania
$1.24M +$136K +3,911 +13%
B
129
Barings
North Carolina
$1.22M +$586K +16,900 +100%
SCM
130
Shelton Capital Management
Colorado
$1.21M +$1.16M +33,540 New
TH
131
Timber Hill
Connecticut
$1.17M +$1.12M +32,358 New
CIM
132
Cambria Investment Management
California
$1.16M +$13.6K +393 +1%
OPERF
133
Oregon Public Employees Retirement Fund
Oregon
$1.14M -$321K -9,276 -23%
UBS Group
134
UBS Group
Switzerland
$1.13M -$5.27K -152 -0.5%
WBC
135
Westpac Banking Corp
Australia
$1.09M -$416K -12,000 -28%
GIA
136
GHP Investment Advisors
Colorado
$1.07M +$305K +8,810 +42%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$1.06M -$122K -3,516 -11%
FG
138
Formula Growth
Quebec, Canada
$975K -$5.89M -170,000 -86%
PNC Financial Services Group
139
PNC Financial Services Group
Pennsylvania
$961K +$108K +3,126 +13%
N
140
Nuveen
North Carolina
$955K -$2.56M -73,869 -74%
ZIG
141
Zurich Insurance Group
Switzerland
$942K
AIP
142
Ameritas Investment Partners
Nebraska
$923K -$53K -1,531 -6%
BNP Paribas Financial Markets
143
BNP Paribas Financial Markets
France
$899K -$407K -11,748 -32%
First Trust Advisors
144
First Trust Advisors
Illinois
$828K -$232K -6,685 -23%
BTS
145
BB&T Securities
Virginia
$811K +$779K +22,485 New
BCM
146
BlueCrest Capital Management
Jersey
$809K -$4.36M -125,863 -85%
BCAM
147
Boston Common Asset Management
Massachusetts
$805K +$772K +22,280 New
BC
148
Bartlett & Co
Ohio
$800K +$17.3K +500 +2%
LSERS
149
Louisiana State Employees Retirement System
Louisiana
$791K -$10.4K -300 -1%
TRSOTSOK
150
Teachers Retirement System of the State of Kentucky
Kentucky
$754K -$70.3K -2,030 -9%

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.