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LM

Legg Mason, Inc.
LM

Delisted

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

320 hedge funds and large institutions have $3.02B invested in Legg Mason, Inc. in 2017 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 97 increasing their positions, 120 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 32

57% more call options, than puts

Call options by funds: $7.74M | Put options by funds: $4.93M

9% more capital invested

Capital invested by funds: $2.78B → $3.02B (+$243M)

6% more funds holding

Funds holding: 301320 (+19)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

19% less repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 120

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
7.98%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
52
Increased
97
Reduced
120
Closed
32
Calls
$7.74M
Puts
$4.93M
Net Calls
+$2.81M
Net Calls Change
+$962K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$282M +$6.6M +174,167 +2%
BlackRock
2
BlackRock
New York
$275M -$27.9M -736,226 -9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$178M -$27.6M -729,224 -14%
FPA
4
First Pacific Advisors
California
$153M -$777K -20,530 -0.5%
Invesco
5
Invesco
Georgia
$137M -$4.47M -118,134 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$124M -$1.38M -36,361 -1%
GI
7
GAMCO Investors
Connecticut
$116M -$8.61M -227,250 -7%
CCP
8
Clarkston Capital Partners
Michigan
$115M +$261K +6,883 +0.2%
State Street
9
State Street
Massachusetts
$95.5M -$1.89M -49,878 -2%
LSV Asset Management
10
LSV Asset Management
Illinois
$83.3M +$29.6M +780,708 +56%
Norges Bank
11
Norges Bank
Norway
$73.1M +$32.8M +865,246 +82%
GF
12
Gabelli Funds
New York
$56.8M -$4.28M -113,000 -7%
Goldman Sachs
13
Goldman Sachs
New York
$52.3M -$6.8M -179,523 -12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$43.3M -$1.25M -32,937 -3%
State of New Jersey Common Pension Fund D
15
State of New Jersey Common Pension Fund D
New Jersey
$41.2M -$5.68M -150,000 -12%
Citadel Advisors
16
Citadel Advisors
Florida
$37.6M +$1.28M +33,708 +4%
LCM
17
Laurion Capital Management
New York
$37.1M +$36.8M +972,298 New
Macquarie Group
18
Macquarie Group
Australia
$36.6M +$1.13M +29,761 +3%
WCM
19
Wedge Capital Management
North Carolina
$36M -$597K -15,769 -2%
Capital World Investors
20
Capital World Investors
California
$34.9M
Northern Trust
21
Northern Trust
Illinois
$29.1M -$1.79M -47,283 -6%
IAM
22
Impax Asset Management
New Hampshire
$28.5M -$6.21M -163,896 -18%
RJA
23
Raymond James & Associates
Florida
$27.7M -$23.4K -618 -0.1%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$27.5M +$48.4K +1,278 +0.2%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$26.9M -$623K -16,459 -2%

LM Hedge Fund Activity: Q2 2017 in Review

320 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q2 2017, worth a combined $3.02B — up 8.7% from $2.78B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new LM positions and 32 closed out — a net gain of 20 holders — while 97 added to existing stakes and 120 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $36.8M. The largest seller was BlackRock, cutting an estimated $27.9M.

  • 320 institutional investors held Legg Mason, Inc. (LM) as of Q2 2017, up from 301 in Q1 2017.
  • Funds reported $3.02B of Legg Mason, Inc. stock for Q2 2017, up 8.7% quarter-over-quarter.
  • 52 funds opened new Legg Mason, Inc. positions in Q2 2017 and 32 closed out, a net change of +20 holders.
  • The largest Legg Mason, Inc. buyer in Q2 2017 was Laurion Capital Management, an estimated $36.8M added.
  • The largest Legg Mason, Inc. seller in Q2 2017 was BlackRock, an estimated $27.9M sold.

Based on aggregated 13F filings for Q2 2017.