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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
TFM
1
Trian Fund Management
New York
$433M
Vanguard Group
2
Vanguard Group
Pennsylvania
$373M +$5.02M +117,274 +1%
JP Morgan Chase
3
JP Morgan Chase
New York
$213M +$1.67M +38,974 +0.7%
State Street
4
State Street
Massachusetts
$181M +$4.07M +95,000 +2%
GI
5
GAMCO Investors
Connecticut
$156M -$4.35M -101,690 -2%
SC
6
Samlyn Capital
New York
$119M +$99.3M +2,318,263 +323%
BIT
7
BlackRock Institutional Trust
California
$112M -$316K -7,389 -0.3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$111M -$900K -21,007 -0.7%
Invesco
9
Invesco
Georgia
$108M +$271K +6,340 +0.2%
Viking Global Investors
10
Viking Global Investors
Connecticut
$96.9M -$2.7K -63 -0%
FPA
11
First Pacific Advisors
California
$75.9M +$27.3M +636,590 +49%
American Century Companies
12
American Century Companies
Missouri
$75.3M +$3.55M +82,989 +5%
GF
13
Gabelli Funds
New York
$70.1M +$385K +9,000 +0.5%
BFA
14
BlackRock Fund Advisors
California
$64.6M +$2M +46,617 +3%
Millennium Management
15
Millennium Management
New York
$56.7M -$4.76M -111,249 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$49.1M -$4.04M -94,377 -7%
Northern Trust
17
Northern Trust
Illinois
$44.9M -$4.87M -113,839 -9%
Marshall Wace
18
Marshall Wace
United Kingdom
$40M -$3.96M -92,575 -8%
Goldman Sachs
19
Goldman Sachs
New York
$40M +$15.1M +352,633 +53%
CCP
20
Clarkston Capital Partners
Michigan
$37.5M +$20.5M +477,780 +100%
Norges Bank
21
Norges Bank
Norway
$37.4M +$985K +22,994 +2%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$35.7M +$26.8M +626,478 +222%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$34.2M +$534K +12,460 +1%
BG
24
BlackRock Group
United Kingdom
$33.7M +$911K +21,270 +3%
GC
25
Guggenheim Capital
Illinois
$33.6M -$5.63M -131,491 -13%

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.