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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
Lazard Asset Management
201
Lazard Asset Management
New York
$940K +$1.05M +22,600 New
ZIM
202
Zacks Investment Management
Illinois
$924K +$53.3K +1,150 +5%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$913K +$2.13K +46 +0.2%
Tudor Investment Corp
204
Tudor Investment Corp
Connecticut
$907K -$491K -10,590 -33%
BC
205
Bartlett & Co
Ohio
$901K -$23.2K -500 -2%
PP
206
Paloma Partners
Connecticut
$876K -$237K -5,109 -20%
IRF
207
IBM Retirement Fund
New York
$868K -$144K -3,101 -13%
LH
208
Lebenthal Holdings
New York
$857K -$908K -19,600 -49%
AC
209
Allstate Corporation
Illinois
$827K -$860K -18,573 -48%
CPIM
210
Columbia Partners Investment Management
Virginia
$774K +$553K +11,928 +178%
FAF
211
Fjarde Ap-fonden
Sweden
$759K -$160K -3,456 -16%
Victory Capital Management
212
Victory Capital Management
Texas
$752K +$283K +6,101 +51%
GCMG
213
Gyroscope Capital Management Group
Florida
$750K +$3.33K +72 +0.4%
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$744K +$22.7K +489 +3%
Janus Henderson Group
215
Janus Henderson Group
United Kingdom
$742K
URS
216
Utah Retirement Systems
Utah
$722K
GWCM
217
Godshalk Welsh Capital Management
Pennsylvania
$666K -$13.9K -300 -2%
FAAS
218
First Allied Advisory Services
California
$659K -$24K -519 -3%
State of Tennessee, Department of Treasury
219
State of Tennessee, Department of Treasury
Tennessee
$649K -$2.52M -54,457 -78%
SIP
220
Stoneridge Investment Partners
Pennsylvania
$649K
AAM
221
Aberdeen Asset Management
United Kingdom
$641K -$60K -1,295 -8%
JG
222
Jefferies Group
New York
$637K -$336K -7,251 -32%
MERSOM
223
Municipal Employees' Retirement System of Michigan
Michigan
$611K +$267K +5,770 +65%
MSA
224
Mason Street Advisors
Wisconsin
$591K +$75.7K +1,634 +13%
NIT
225
NumerixS Investment Technologies
British Columbia, Canada
$586K -$185K -3,986 -22%

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.