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LM

Legg Mason, Inc.
LM

Delisted

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

301 hedge funds and large institutions have $2.78B invested in Legg Mason, Inc. in 2017 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 73 increasing their positions, 122 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $8.52M | Put options by funds: $6.67M

14% more capital invested

Capital invested by funds: $2.44B → $2.78B (+$345M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

4% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 55

3% less funds holding

Funds holding: 311301 (-10)

40% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 122

Holders
301
Holders Change
-10
Holders Change %
-3.22%
% of All Funds
7.49%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
53
Increased
73
Reduced
122
Closed
55
Calls
$8.52M
Puts
$6.67M
Net Calls
+$1.85M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$286M +$260M +7,499,031 +1,730%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$3.86M +111,523 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$195M +$56.6K +1,633 +0%
FPA
4
First Pacific Advisors
California
$145M -$350K -10,110 -0.3%
Invesco
5
Invesco
Georgia
$134M +$551K +15,916 +0.4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$119M +$3.07M +88,706 +3%
GI
7
GAMCO Investors
Connecticut
$118M -$6.95M -200,465 -6%
CCP
8
Clarkston Capital Partners
Michigan
$109M +$32.9K +951 +0%
State Street
9
State Street
Massachusetts
$92.2M -$154K -4,445 -0.2%
GF
10
Gabelli Funds
New York
$57.8M -$1.98M -57,100 -3%
Goldman Sachs
11
Goldman Sachs
New York
$56M +$3.82M +110,195 +8%
LSV Asset Management
12
LSV Asset Management
Illinois
$50.6M +$2.51M +72,470 +5%
State of New Jersey Common Pension Fund D
13
State of New Jersey Common Pension Fund D
New Jersey
$44.4M -$1.73M -50,000 -4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$42.2M +$1.78M +51,264 +5%
Norges Bank
15
Norges Bank
Norway
$37.9M +$6.98M +201,387 +24%
WCM
16
Wedge Capital Management
North Carolina
$34.6M -$2.51M -72,471 -7%
Citadel Advisors
17
Citadel Advisors
Florida
$34.4M +$30.8M +887,593 +1,394%
Macquarie Group
18
Macquarie Group
Australia
$33.6M +$32.2M +930,317 New
Capital World Investors
19
Capital World Investors
California
$33.1M -$19.6M -565,000 -38%
IAM
20
Impax Asset Management
New Hampshire
$32.9M +$35 +1 +0%
Northern Trust
21
Northern Trust
Illinois
$29.2M -$234K -6,751 -0.8%
RJA
22
Raymond James & Associates
Florida
$26.3M +$3.16M +91,065 +14%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$26M +$583K +16,831 +2%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$26M -$2.58M -74,390 -9%
SIA
25
Sit Investment Associates
Minnesota
$25.2M -$2.63M -75,975 -10%

LM Hedge Fund Activity: Q1 2017 in Review

301 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q1 2017, worth a combined $2.78B — up 14% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of LM and 53 opened new positions — a net loss of 2 holders — while 122 trimmed existing stakes and 73 added.

The largest buyer was BlackRock, adding an estimated $260M. The largest seller was Wellington Management Group, cutting an estimated $58.7M.

  • 301 institutional investors held Legg Mason, Inc. (LM) as of Q1 2017, down from 311 in Q4 2016.
  • Funds reported $2.78B of Legg Mason, Inc. stock for Q1 2017, up 14% quarter-over-quarter.
  • 53 funds opened new Legg Mason, Inc. positions in Q1 2017 and 55 closed out, a net change of -2 holders.
  • The largest Legg Mason, Inc. buyer in Q1 2017 was BlackRock, an estimated $260M added.
  • The largest Legg Mason, Inc. seller in Q1 2017 was Wellington Management Group, an estimated $58.7M sold.

Based on aggregated 13F filings for Q1 2017.