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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
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$1.14M +$102K +2,374 +9%
CA
177
Continental Advisors
Utah
$1.14M +$42.8K +1,000 +4%
NIT
178
NumerixS Investment Technologies
British Columbia, Canada
$1.11M +$613K +14,309 +102%
SFP
179
Santa Fe Partners
New Mexico
$1.11M -$474K -11,067 -28%
Public Sector Pension Investment Board (PSP Investments)
180
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.07M -$64.2K -1,500 -5%
Mitsubishi UFJ Asset Management
181
Mitsubishi UFJ Asset Management
Japan
$1.04M +$53.4K +1,248 +5%
HIMCH
182
Hartford Investment Management Co (HIMCO)
Connecticut
$1.02M -$161K -3,749 -13%
SLF
183
Sun Life Financial
Ontario, Canada
$1.02M -$362K -8,447 -24%
BF
184
BOK Financial
Oklahoma
$990K +$98.1K +2,291 +10%
RFC
185
Russell Frank Company
Washington
$962K -$55.7K -1,300 -5%
EIM
186
ExxonMobil Investment Management
Texas
$947K -$44.4K -1,038 -4%
CAM
187
Capstone Asset Management
Texas
$943K +$526K +12,280 +104%
IRF
188
IBM Retirement Fund
New York
$936K +$128K +2,998 +14%
AL
189
Airain Ltd
Guernsey
$933K +$1.02M +23,795 New
AAM
190
Aberdeen Asset Management
United Kingdom
$928K +$221K +5,157 +34%
Public Employees Retirement Association of Colorado
191
Public Employees Retirement Association of Colorado
Colorado
$924K +$1.16K +27 +0.1%
OPERF
192
Oregon Public Employees Retirement Fund
Oregon
$907K +$51.4K +1,200 +5%
NI
193
Numeric Investors
Massachusetts
$902K +$985K +23,000 New
Lazard Asset Management
194
Lazard Asset Management
New York
$886K
Comerica Bank
195
Comerica Bank
Texas
$878K -$104K -2,418 -9%
BC
196
Bartlett & Co
Ohio
$867K +$19.3K +450 +2%
LH
197
Lebenthal Holdings
New York
$808K
Victory Capital Management
198
Victory Capital Management
Texas
$783K +$80.8K +1,886 +10%
Credit Agricole
199
Credit Agricole
France
$776K -$870K -20,325 -51%
VKH
200
Virtu KCG Holdings
New York
$774K +$304K +7,098 +56%

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.