We are live on ! Find out more
LM

Legg Mason, Inc.
LM

Delisted

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

352 hedge funds and large institutions have $5.32B invested in Legg Mason, Inc. in 2014 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 82 increasing their positions, 169 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $18.2M | Put options by funds: $7.67M

38% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 29

2% more funds holding

Funds holding: 346352 (+6)

0% more capital invested

Capital invested by funds: $5.31B → $5.32B (+$16.9M)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

51% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 169

Holders
352
Holders Change
+6
Holders Change %
+1.73%
% of All Funds
10.12%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.32%
New
40
Increased
82
Reduced
169
Closed
29
Calls
$18.2M
Puts
$7.67M
Net Calls
+$10.6M
Net Calls Change
-$4.44M
Name Holding Trade Value Shares
Change
Change in
Stake
TFM
1
Trian Fund Management
New York
$661M
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$564M -$76.3M -1,582,961 -13%
Vanguard Group
3
Vanguard Group
Pennsylvania
$406M +$16.6M +344,126 +5%
GI
4
GAMCO Investors
Connecticut
$255M -$3.4M -70,454 -1%
JP Morgan Chase
5
JP Morgan Chase
New York
$248M +$4.92M +102,108 +2%
State Street
6
State Street
Massachusetts
$247M -$3.25M -67,341 -1%
Invesco
7
Invesco
Georgia
$163M -$12.6M -262,188 -8%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$154M -$956K -19,828 -0.7%
BIT
9
BlackRock Institutional Trust
California
$144M -$6.02M -124,806 -4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$119M +$6.87M +142,567 +7%
Norges Bank
11
Norges Bank
Norway
$94.7M +$44.5M +922,691 +100%
GF
12
Gabelli Funds
New York
$85.2M +$362K +7,500 +0.5%
FPP
13
Findlay Park Partners
United Kingdom
$81M -$7.52M -156,000 -9%
TCIM
14
TIAA CREF Investment Management
New York
$72M -$5.69M -117,949 -8%
BFA
15
BlackRock Fund Advisors
California
$71.2M -$1.63M -33,750 -2%
State of New Jersey Common Pension Fund D
16
State of New Jersey Common Pension Fund D
New Jersey
$68.2M +$64.1M +1,330,000 New
Northern Trust
17
Northern Trust
Illinois
$68M +$154K +3,203 +0.2%
Pzena Investment Management
18
Pzena Investment Management
New York
$66.9M -$11.2M -231,374 -15%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$61.9M -$15.5M -322,037 -21%
PAM
20
Panagora Asset Management
Massachusetts
$60.6M -$27.4M -568,519 -32%
TA
21
Teachers Advisors
New York
$50.4M -$919K -19,067 -2%
BG
22
BlackRock Group
United Kingdom
$44.1M +$450K +9,343 +1%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$44.1M +$418K +8,667 +1%
Goldman Sachs
24
Goldman Sachs
New York
$44.1M -$31.6M -655,285 -43%
Morgan Stanley
25
Morgan Stanley
New York
$41M +$7.76M +160,947 +25%

LM Hedge Fund Activity: Q2 2014 in Review

352 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q2 2014, worth a combined $5.32B — up 0.32% from $5.31B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new LM positions and 29 closed out — a net gain of 11 holders — while 82 added to existing stakes and 169 trimmed.

The largest buyer was State of New Jersey Common Pension Fund D, opening a new position worth an estimated $64.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $76.3M.

  • 352 institutional investors held Legg Mason, Inc. (LM) as of Q2 2014, up from 346 in Q1 2014.
  • Funds reported $5.32B of Legg Mason, Inc. stock for Q2 2014, up 0.32% quarter-over-quarter.
  • 40 funds opened new Legg Mason, Inc. positions in Q2 2014 and 29 closed out, a net change of +11 holders.
  • The largest Legg Mason, Inc. buyer in Q2 2014 was State of New Jersey Common Pension Fund D, an estimated $64.1M added.
  • The largest Legg Mason, Inc. seller in Q2 2014 was T. Rowe Price Associates, an estimated $76.3M sold.

Based on aggregated 13F filings for Q2 2014.