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LM

Legg Mason, Inc.
LM

Delisted

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

322 hedge funds and large institutions have $2.03B invested in Legg Mason, Inc. in 2019 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 124 increasing their positions, 97 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 97

24% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

10% more capital invested

Capital invested by funds: $1.84B → $2.03B (+$189M)

2% more funds holding

Funds holding: 316322 (+6)

90% less call options, than puts

Call options by funds: $6.23M | Put options by funds: $61.8M

Holders
322
Holders Change
+6
Holders Change %
+1.9%
% of All Funds
6.97%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
42
Increased
124
Reduced
97
Closed
34
Calls
$6.23M
Puts
$61.8M
Net Calls
-$55.6M
Net Calls Change
-$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$223M -$3.67M -128,026 -2%
BlackRock
2
BlackRock
New York
$217M +$2.53M +88,405 +1%
CCP
3
Clarkston Capital Partners
Michigan
$132M +$4.73M +164,850 +4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$111M -$597K -20,813 -0.5%
LSV Asset Management
5
LSV Asset Management
Illinois
$101M -$12.5M -435,465 -11%
State Street
6
State Street
Massachusetts
$64.9M +$5M +174,431 +8%
GI
7
GAMCO Investors
Connecticut
$54M -$564K -19,681 -1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$41.9M -$1.71M -59,618 -4%
Renaissance Technologies
9
Renaissance Technologies
New York
$39.2M +$21.5M +751,100 +110%
Macquarie Group
10
Macquarie Group
Australia
$35.9M +$388K +13,515 +1%
Citadel Advisors
11
Citadel Advisors
Florida
$34.3M +$27.7M +967,771 +340%
GF
12
Gabelli Funds
New York
$32.1M -$602K -21,000 -2%
Robeco Institutional Asset Management
13
Robeco Institutional Asset Management
Netherlands
$31.1M +$5.14M +179,268 +19%
APG Asset Management
14
APG Asset Management
Netherlands
$29.7M +$21.7M +758,400 +165%
Fiera Capital (Canada)
15
Fiera Capital (Canada)
Quebec, Canada
$28.8M +$168K +5,872 +0.6%
Norges Bank
16
Norges Bank
Norway
$28M
Capital World Investors
17
Capital World Investors
California
$25.1M
RJA
18
Raymond James & Associates
Florida
$24.9M +$3.86M +134,469 +17%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$24.2M +$1.08M +37,686 +4%
State of New Jersey Common Pension Fund D
20
State of New Jersey Common Pension Fund D
New Jersey
$24.1M -$5.73M -200,000 -19%
Northern Trust
21
Northern Trust
Illinois
$19.1M +$185K +6,467 +0.9%
Goldman Sachs
22
Goldman Sachs
New York
$18.7M +$3.04M +105,954 +18%
Pzena Investment Management
23
Pzena Investment Management
New York
$17.5M
PPA
24
Parametric Portfolio Associates
Washington
$15.8M +$2.36M +82,423 +17%
PCC
25
Park Circle Company
Maryland
$15.7M

LM Hedge Fund Activity: Q1 2019 in Review

322 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Legg Mason, Inc. (LM) for Q1 2019, worth a combined $2.03B — up 10% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new LM positions and 34 closed out — a net gain of 8 holders — while 124 added to existing stakes and 97 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $27.7M. The largest seller was American Century Companies, exiting entirely with an estimated $23.5M sold.

  • 322 institutional investors held Legg Mason, Inc. (LM) as of Q1 2019, up from 316 in Q4 2018.
  • Funds reported $2.03B of Legg Mason, Inc. stock for Q1 2019, up 10% quarter-over-quarter.
  • 42 funds opened new Legg Mason, Inc. positions in Q1 2019 and 34 closed out, a net change of +8 holders.
  • The largest Legg Mason, Inc. buyer in Q1 2019 was Citadel Advisors, an estimated $27.7M added.
  • The largest Legg Mason, Inc. seller in Q1 2019 was American Century Companies, an estimated $23.5M sold.

Based on aggregated 13F filings for Q1 2019.