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LM

Legg Mason, Inc.
LM

Delisted

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

303 hedge funds and large institutions have $3.05B invested in Legg Mason, Inc. in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 109 increasing their positions, 107 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more call options, than puts

Call options by funds: $8.48M | Put options by funds: $6.41M

2% more repeat investments, than reductions

Existing positions increased: 109 | Existing positions reduced: 107

1% more capital invested

Capital invested by funds: $3.02B → $3.05B (+$23.8M)

5% less funds holding

Funds holding: 320303 (-17)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

34% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 41

Holders
303
Holders Change
-17
Holders Change %
-5.31%
% of All Funds
7.55%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.1%
New
27
Increased
109
Reduced
107
Closed
41
Calls
$8.48M
Puts
$6.41M
Net Calls
+$2.07M
Net Calls Change
-$734K
Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Menta Capital
California
$1.05M -$296K -7,700 -22%
ZIG
152
Zurich Insurance Group
Switzerland
$1.04M +$1.02M +26,500 New
QIM
153
Quantitative Investment Management
Virginia
$1.04M -$4.35M -113,300 -81%
MERSOM
154
Municipal Employees' Retirement System of Michigan
Michigan
$1.03M -$257K -6,690 -20%
Russell Investments Group
155
Russell Investments Group
United Kingdom
$990K +$696K +18,126 +256%
Commonwealth Equity Services
156
Commonwealth Equity Services
Massachusetts
$987K +$49.8K +1,296 +5%
AIP
157
Ameritas Investment Partners
Nebraska
$976K
AQR Capital Management
158
AQR Capital Management
Connecticut
$939K -$20.4M -530,300 -96%
WBC
159
Westpac Banking Corp
Australia
$936K +$472K +12,300 +107%
LSERS
160
Louisiana State Employees Retirement System
Louisiana
$912K +$34.6K +900 +4%
JG
161
Jefferies Group
New York
$905K +$885K +23,032 New
IIC
162
Ironwood Investment Counsel
Arizona
$895K +$17.3K +450 +2%
PP
163
Paloma Partners
Connecticut
$891K -$1.16M -30,306 -57%
AAM
164
Auxier Asset Management
Oregon
$886K -$653K -17,000 -43%
CBOA
165
Commonwealth Bank of Australia
Australia
$882K +$96K +2,500 +13%
LMGAM
166
Liberty Mutual Group Asset Management
Massachusetts
$877K -$475K -12,366 -36%
LCM
167
Landscape Capital Management
New Jersey
$798K +$780K +20,306 New
ARTA
168
A.R.T. Advisors
New York
$778K +$760K +19,800 New
SCM
169
Stevens Capital Management
Pennsylvania
$773K -$3.56M -92,623 -82%
Capital Fund Management (CFM)
170
Capital Fund Management (CFM)
France
$770K +$753K +19,600 New
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$765K
LCS
172
Levin Capital Strategies
New York
$765K +$748K +19,464 New
BC
173
Bartlett & Co
Ohio
$756K -$93.1K -2,425 -11%
TG
174
TCW Group
California
$753K
Thrivent Financial for Lutherans
175
Thrivent Financial for Lutherans
Minnesota
$733K +$57.1K +1,487 +9%

LM Hedge Fund Activity: Q3 2017 in Review

303 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q3 2017, worth a combined $3.05B — up 0.79% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of LM and 27 opened new positions — a net loss of 14 holders — while 107 trimmed existing stakes and 109 added.

The largest buyer was Junto Capital Management, opening a new position worth an estimated $27.3M. The largest seller was Fidelity Investments, cutting an estimated $39.3M.

  • 303 institutional investors held Legg Mason, Inc. (LM) as of Q3 2017, down from 320 in Q2 2017.
  • Funds reported $3.05B of Legg Mason, Inc. stock for Q3 2017, up 0.79% quarter-over-quarter.
  • 27 funds opened new Legg Mason, Inc. positions in Q3 2017 and 41 closed out, a net change of -14 holders.
  • The largest Legg Mason, Inc. buyer in Q3 2017 was Junto Capital Management, an estimated $27.3M added.
  • The largest Legg Mason, Inc. seller in Q3 2017 was Fidelity Investments, an estimated $39.3M sold.

Based on aggregated 13F filings for Q3 2017.