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LM

Legg Mason, Inc.
LM

Delisted

LM was delisted on the 31st of July, 2020.

366 hedge funds and large institutions have $3.99B invested in Legg Mason, Inc. in 2015 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 128 increasing their positions, 126 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

460% more call options, than puts

Call options by funds: $31.2M | Put options by funds: $5.56M

2% more repeat investments, than reductions

Existing positions increased: 128 | Existing positions reduced: 126

6% less funds holding

Funds holding: 390366 (-24)

20% less capital invested

Capital invested by funds: $5.01B → $3.99B (-$1.02B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

36% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 61

Holders
366
Holders Change
-24
Holders Change %
-6.15%
% of All Funds
10.22%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
39
Increased
128
Reduced
126
Closed
61
Calls
$31.2M
Puts
$5.56M
Net Calls
+$25.6M
Net Calls Change
+$23.3M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
151
TD Asset Management
Ontario, Canada
$1.86M +$55.6K +1,200 +3%
BCIM
152
British Columbia Investment Management
British Columbia, Canada
$1.79M
ARC
153
Absolute Return Capital
Massachusetts
$1.77M -$1.76M -38,063 -47%
NFA
154
Nationwide Fund Advisors
Ohio
$1.75M +$3.43K +74 +0.2%
CG
155
Colony Group
Massachusetts
$1.7M +$695 +15 +0%
PGIM
156
Pacific Global Investment Management
California
$1.69M -$3.94K -85 -0.2%
Credit Agricole
157
Credit Agricole
France
$1.67M -$454K -9,800 -20%
SFP
158
Santa Fe Partners
New Mexico
$1.64M -$1.43M -30,900 -44%
SOMRS
159
State of Michigan Retirement System
Michigan
$1.64M +$69.5K +1,500 +4%
TCM
160
Twin Capital Management
Pennsylvania
$1.63M
TPSF
161
Texas Permanent School Fund
Texas
$1.63M +$167K +3,605 +10%
HI
162
HBK Investments
Texas
$1.61M -$343K -7,410 -16%
SCP
163
Scoria Capital Partners
Connecticut
$1.59M +$1.77M +38,193 New
Voloridge Investment Management
164
Voloridge Investment Management
Florida
$1.57M +$1.75M +37,716 New
GIA
165
Gargoyle Investment Advisor
New Jersey
$1.56M
AIG
166
American International Group
New York
$1.55M +$142K +3,066 +9%
AG
167
Aperio Group
California
$1.54M -$1.39K -30 -0.1%
Royal London Asset Management
168
Royal London Asset Management
United Kingdom
$1.52M +$1.69M +36,473 New
CC
169
Cipher Capital
New York
$1.47M +$1.64M +35,310 New
MPAM
170
Murphy Pohlad Asset Management
Minnesota
$1.45M -$9.27K -200 -0.6%
SLF
171
Sun Life Financial
Ontario, Canada
$1.44M -$882K -19,047 -36%
AAM
172
Auxier Asset Management
Oregon
$1.43M -$4.63K -100 -0.3%
B
173
Barings
North Carolina
$1.42M +$102K +2,200 +7%
NB
174
Norinchukin Bank
Japan
$1.41M +$104K +2,250 +7%
USAA
175
United Services Automobile Association
Texas
$1.36M +$225K +4,854 +17%

LM Hedge Fund Activity: Q3 2015 in Review

366 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q3 2015, worth a combined $3.99B — down 20% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of LM and 39 opened new positions — a net loss of 22 holders — while 126 trimmed existing stakes and 128 added.

The largest buyer was First Pacific Advisors, opening a new position worth an estimated $60.2M. The largest seller was Wellington Management Group, cutting an estimated $145M.

  • 366 institutional investors held Legg Mason, Inc. (LM) as of Q3 2015, down from 390 in Q2 2015.
  • Funds reported $3.99B of Legg Mason, Inc. stock for Q3 2015, down 20% quarter-over-quarter.
  • 39 funds opened new Legg Mason, Inc. positions in Q3 2015 and 61 closed out, a net change of -22 holders.
  • The largest Legg Mason, Inc. buyer in Q3 2015 was First Pacific Advisors, an estimated $60.2M added.
  • The largest Legg Mason, Inc. seller in Q3 2015 was Wellington Management Group, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2015.