We are live on ! Find out more
LM

Legg Mason, Inc.
LM

Delisted

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

349 hedge funds and large institutions have $3.27B invested in Legg Mason, Inc. in 2017 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 123 increasing their positions, 98 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

192% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $5.79M

26% more repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 98

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more funds holding

Funds holding: 303349 (+46)

7% more capital invested

Capital invested by funds: $3.05B → $3.27B (+$217M)

Holders
349
Holders Change
+46
Holders Change %
+15.18%
% of All Funds
7.92%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
73
Increased
123
Reduced
98
Closed
25
Calls
$8.38M
Puts
$5.79M
Net Calls
+$2.59M
Net Calls Change
+$515K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$335M +$25.6M +652,719 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$313M -$4.04M -102,845 -1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$173M +$19.1M +486,076 +13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$169M +$27.5M +699,532 +21%
LSV Asset Management
5
LSV Asset Management
Illinois
$146M +$25.5M +650,160 +23%
CCP
6
Clarkston Capital Partners
Michigan
$139M +$4.7M +119,604 +4%
GI
7
GAMCO Investors
Connecticut
$110M -$12.8M -326,184 -11%
State Street
8
State Street
Massachusetts
$107M +$2.05M +52,105 +2%
Invesco
9
Invesco
Georgia
$90.4M -$35.9M -914,175 -30%
Millennium Management
10
Millennium Management
New York
$69.5M +$47.4M +1,207,280 +269%
Norges Bank
11
Norges Bank
Norway
$62.5M
Goldman Sachs
12
Goldman Sachs
New York
$56.4M +$9.17M +233,597 +21%
GF
13
Gabelli Funds
New York
$55.1M -$8.82M -224,548 -15%
State of New Jersey Common Pension Fund D
14
State of New Jersey Common Pension Fund D
New Jersey
$53.7M +$7.85M +200,000 +19%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$52.4M -$89.3K -2,274 -0.2%
Macquarie Group
16
Macquarie Group
Australia
$44.2M +$814K +20,732 +2%
WCM
17
Wedge Capital Management
North Carolina
$38.9M +$28.2K +719 +0.1%
Capital World Investors
18
Capital World Investors
California
$38.4M
Morgan Stanley
19
Morgan Stanley
New York
$30.4M +$6.92M +176,098 +32%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$30.1M +$154K +3,920 +0.5%
Northern Trust
21
Northern Trust
Illinois
$29.9M -$2.97M -75,678 -10%
RJA
22
Raymond James & Associates
Florida
$29M -$1.02M -25,896 -4%
Comerica Bank
23
Comerica Bank
Texas
$28M -$5.22K -133 -0%
Pzena Investment Management
24
Pzena Investment Management
New York
$26.9M
TA
25
Teachers Advisors
New York
$24.4M -$30.9K -786 -0.1%

LM Hedge Fund Activity: Q4 2017 in Review

349 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q4 2017, worth a combined $3.27B — up 7.1% from $3.05B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new LM positions and 25 closed out — a net gain of 48 holders — while 123 added to existing stakes and 98 trimmed.

The largest buyer was Millennium Management, adding an estimated $47.4M. The largest seller was First Pacific Advisors, exiting entirely with an estimated $157M sold.

  • 349 institutional investors held Legg Mason, Inc. (LM) as of Q4 2017, up from 303 in Q3 2017.
  • Funds reported $3.27B of Legg Mason, Inc. stock for Q4 2017, up 7.1% quarter-over-quarter.
  • 73 funds opened new Legg Mason, Inc. positions in Q4 2017 and 25 closed out, a net change of +48 holders.
  • The largest Legg Mason, Inc. buyer in Q4 2017 was Millennium Management, an estimated $47.4M added.
  • The largest Legg Mason, Inc. seller in Q4 2017 was First Pacific Advisors, an estimated $157M sold.

Based on aggregated 13F filings for Q4 2017.