BAMCO INC

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Bamco is based out of New York. Bamco is a large advisory firm with 24 clients and discretionary assets under management (AUM) of $26,288,386,792 (Form ADV from 2019-05-28). Their last reported 13F filing for Q2 2019 included $24,940,469,000 in managed 13F securities and a top 10 holdings concentration of 33.79%. Bamco's largest holding is CoStar Group Inc with shares held of 2,417,624. Bamco has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 81 13F filings, 1 13D filings, and 959 13G filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $24.94 Billion
  • Prior Market Value $23.585 Billion
  • New Purchases29 stocks
  • Additional Purchases124 stocks
  • Sold out of25 stocks
  • Reduced holdings in134 stocks
  • Top 10 Holdings % 33.79 %
  • Turnover % [1]:14.96%
  • Turnover Alt % [2]: 3.99 %
  • Time Held Top20:20.90 quarters
  • Time Held Top10:22.60 quarters
  • Time Held All:16.27 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.64%
Performance Last 4 Quarters: -0.24%
Performance Metrics
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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
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  • 2018-03-31 - 13F-HR (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
BARON CAPITAL MANAGEMENT INC /NY/
VOYA INVESTMENTS, LLC

View Last Form Adv Compilation Report on Record

BAMCO, INC.
767 5TH AVE 49TH FLOOR
NEW YORK NY    10153-0023
Country: United States

Business Phone: 212-583-2000
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: NY
Number of employees: 163
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management
Amount of client funds and securities:
Total Number of Clients: 24
Amount of client funds and securities by related persons: 43,035,000
Total Number of clients from related persons: 2
Disclosures:
Data above was derived from SEC filings.

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BAMCO, INC.

ownership team - last updated 2019-05-28
Name Title Start Date Direct/Indirect % Ownership
MARTINSON, LINDA, S DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER 01/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER direct 1983-05-01
BAMCO, INC. DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER direct 1987-01-01
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT, SECRETARY & GENERAL COUNSEL direct 1983-05-01 2003-06-03
BAMCO INC VICE PRESIDENT, SECRETARY, GENERAL COUNSEL direct 1987-01-01 2003-06-03
BARON CAPITAL MANAGEMENT INC DIRECTOR, VICE PRESIDENT, SECRETARY & GENERAL COUNSEL direct 1983-05-01 2005-05-26
BAMCO INC DIRECTOR, VICE PRESIDENT, SECRETARY, GENERAL COUNSEL direct 1987-01-01 2006-03-31
BARON CAPITAL MANAGEMENT INC DIRECTOR, CHIEF OPERATING OFFICER, VICE PRESIDENT, SECRETARY & GENERAL COUNSEL direct 1983-05-01 2007-05-29
BAMCO INC DIRECTOR, CHIEF OPERATING OFFICER, VICE PRESIDENT, SECRETARY, GENERAL COUNSEL direct 1987-01-01 2007-05-29
BARON CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY direct 1983-05-01 2007-09-21
BAMCO INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY direct 1987-01-01 2007-09-21
BARON CAPITAL GROUP, INC. SHAREHOLDER 01/01/1987 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 1984-11-01
BAMCO, INC. SHAREHOLDER direct 1987-01-01
BARON, RONALD, STEPHEN CHAIRMAN, CEO AND CIO 01/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN, CEO & CIO direct 1982-06-01
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1984-10-01
BAMCO INC CHAIRMAN, CEO AND CIO direct 1987-01-01
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1987-01-01
BARON CAPITAL MANAGEMENT INC CHAIRMAN, CEO direct 1982-06-01 2003-06-03
BAMCO INC CHAIRMAN, CEO direct 1987-01-01 2003-06-03
BAMCO INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BARON CAPITAL MANAGEMENT INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1986-12-01 2009-10-28
GREENBERG, CLIFFORD DIRECTOR & SENIOR VICE PRESIDENT 01/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. DIRECTOR & SENIOR VICE PRESIDENT direct 1997-01-01
BARON CAPITAL MANAGEMENT, INC. DIRECTOR & SENIOR VICE PRESIDENT direct 1997-01-01
BAMCO INC VICE PRESIDENT, DIRECTOR direct 1997-01-01 2003-06-03
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1997-01-01 2003-06-03
BAMCO INC DIRECTOR & SR. VICE PRESIDENT direct 1997-01-01 2008-12-01
BARON CAPITAL MANAGEMENT INC DIRECTOR & SR. VICE PRESIDENT direct 1997-01-01 2009-05-19
ROBBINS, SUSAN, JAN DIRECTOR & VICE PRESIDENT 01/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. DIRECTOR & VICE PRESIDENT direct 1982-05-01
BAMCO, INC. DIRECTOR & VICE PRESIDENT direct 1987-01-01
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT, DIRECTOR direct 1982-05-01 2003-06-03
BAMCO INC VICE PRESIDENT, DIRECTOR direct 1987-01-01 2003-06-03
WONG, PEGGY, C VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER 06/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01
BAMCO, INC. VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01
BAMCO INC TREASURER, CFO direct 1987-06-01 2003-06-03
BARON CAPITAL MANAGEMENT INC TREASURER, CFO direct 1987-06-01 2003-06-03
BAMCO, INC. CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01 2013-05-31
BARON CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01 2013-05-31
PECK, ANDREW, JOSHUA SENIOR VICE PRESIDENT 04/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO INC VICE PRESIDENT direct 2003-04-01
BAMCO, INC. SENIOR VICE PRESIDENT direct 2003-04-01
BARON CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT direct 2003-04-01
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT direct 2003-04-01
PATALINO, PATRICK, MICHAEL VICE PRESIDENT, GENERAL COUNSEL & SECRETARY 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. VICE PRESIDENT, GENERAL COUNSEL & SECRETARY direct 2007-08-01
BAMCO INC VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2007-08-01
BAMCO INC VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2007-08-01
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT, GENERAL COUNSEL & SECRETARY direct 2007-08-01
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2007-08-01
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2007-08-01
NAGLER, ANITA, MARIE DIRECTOR 02/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. DIRECTOR direct 2008-02-01
BARON CAPITAL MANAGEMENT, INC. DIRECTOR direct 2008-02-01
HARRIS ASSOCIATES LP CHIEF OPERATING OFFICER, GENERAL COUNSEL direct 2000-01-01 2001-11-16
HARRIS ASSOCIATES LP MANAGING DIRECTOR OF ALTERNATIVE & INTERNATIONAL INVESTING GROUP, DIRECTOR OF GP direct 2001-02-01 2003-03-27
HARRIS ASSOCIATES LP MANAGING DIRECTOR, ALTERNATIVE INVESTMENTS, DIRECTOR OF GP direct 2003-06-01 2003-08-12
HARRIS ALTERNATIVES L.L.C. CHAIRMAN AND CEO direct 2001-01-01 2003-10-08
HARRIS ALTERNATIVES L.L.C. CHAIRMAN, CEO AND DIRECTOR direct 2001-01-01 2005-03-23
HARRIS ALTERNATIVES L.L.C. CHAIRMAN AND DIRECTOR direct 2001-01-01 2005-08-16
BARON, DAVID, ROBERT RESEARCH ANALYST 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. RESEARCH ANALYST direct 2005-07-01
BARON CAPITAL MANAGEMENT, INC. RESEARCH ANALYST direct 2005-07-01
BAMCO INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BARON CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BARON, MICHAEL, R. RESEARCH ANALYST 09/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. RESEARCH ANALYST direct 2004-09-01
BARON CAPITAL MANAGEMENT, INC. RESEARCH ANALYST direct 2004-09-01
BAMCO INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BARON CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BEASLEY, LOUIS, BARRETT CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
BARON CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
BARON, RONALD, STEPHEN CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER BARON CAPITAL GROUP, INC. 01/01/1987 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN, CEO & CIO direct 1982-06-01
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1984-10-01
BAMCO INC CHAIRMAN, CEO AND CIO direct 1987-01-01
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1987-01-01
BARON CAPITAL MANAGEMENT INC CHAIRMAN, CEO direct 1982-06-01 2003-06-03
BAMCO INC CHAIRMAN, CEO direct 1987-01-01 2003-06-03
BAMCO INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BARON CAPITAL MANAGEMENT INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1986-12-01 2009-10-28

BAMCO, INC.

ownership team - last updated 2018-05-25
Name Title Start Date Direct/Indirect % Ownership
BARON CAPITAL GROUP, INC. SHAREHOLDER 01/01/1987 Direct 75% or more
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. SHAREHOLDER direct 1984-11-01
BAMCO, INC. SHAREHOLDER direct 1987-01-01
BARON, RONALD, STEPHEN CHAIRMAN, CEO AND CIO 01/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN, CEO & CIO direct 1982-06-01
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1984-10-01
BAMCO INC CHAIRMAN, CEO AND CIO direct 1987-01-01
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1987-01-01
BARON CAPITAL MANAGEMENT INC CHAIRMAN, CEO direct 1982-06-01 2003-06-03
BAMCO INC CHAIRMAN, CEO direct 1987-01-01 2003-06-03
BAMCO INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BARON CAPITAL MANAGEMENT INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1986-12-01 2009-10-28
GREENBERG, CLIFFORD DIRECTOR & SENIOR VICE PRESIDENT 01/01/1997 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. DIRECTOR & SENIOR VICE PRESIDENT direct 1997-01-01
BARON CAPITAL MANAGEMENT, INC. DIRECTOR & SENIOR VICE PRESIDENT direct 1997-01-01
BAMCO INC VICE PRESIDENT, DIRECTOR direct 1997-01-01 2003-06-03
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT direct 1997-01-01 2003-06-03
BAMCO INC DIRECTOR & SR. VICE PRESIDENT direct 1997-01-01 2008-12-01
BARON CAPITAL MANAGEMENT INC DIRECTOR & SR. VICE PRESIDENT direct 1997-01-01 2009-05-19
MARTINSON, LINDA, S DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER 01/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER direct 1983-05-01
BAMCO, INC. DIRECTOR, PRESIDENT & CHIEF OPERATING OFFICER direct 1987-01-01
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT, SECRETARY & GENERAL COUNSEL direct 1983-05-01 2003-06-03
BAMCO INC VICE PRESIDENT, SECRETARY, GENERAL COUNSEL direct 1987-01-01 2003-06-03
BARON CAPITAL MANAGEMENT INC DIRECTOR, VICE PRESIDENT, SECRETARY & GENERAL COUNSEL direct 1983-05-01 2005-05-26
BAMCO INC DIRECTOR, VICE PRESIDENT, SECRETARY, GENERAL COUNSEL direct 1987-01-01 2006-03-31
BARON CAPITAL MANAGEMENT INC DIRECTOR, CHIEF OPERATING OFFICER, VICE PRESIDENT, SECRETARY & GENERAL COUNSEL direct 1983-05-01 2007-05-29
BAMCO INC DIRECTOR, CHIEF OPERATING OFFICER, VICE PRESIDENT, SECRETARY, GENERAL COUNSEL direct 1987-01-01 2007-05-29
BARON CAPITAL MANAGEMENT INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY direct 1983-05-01 2007-09-21
BAMCO INC DIRECTOR, PRESIDENT, CHIEF OPERATING OFFICER & SECRETARY direct 1987-01-01 2007-09-21
ROBBINS, SUSAN, JAN DIRECTOR & VICE PRESIDENT 01/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. DIRECTOR & VICE PRESIDENT direct 1982-05-01
BAMCO, INC. DIRECTOR & VICE PRESIDENT direct 1987-01-01
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT, DIRECTOR direct 1982-05-01 2003-06-03
BAMCO INC VICE PRESIDENT, DIRECTOR direct 1987-01-01 2003-06-03
WONG, PEGGY, C VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER 06/01/1987 Direct less than 5%
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01
BAMCO, INC. VICE PRESIDENT, CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01
BAMCO INC TREASURER, CFO direct 1987-06-01 2003-06-03
BARON CAPITAL MANAGEMENT INC TREASURER, CFO direct 1987-06-01 2003-06-03
BAMCO, INC. CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01 2013-05-31
BARON CAPITAL MANAGEMENT INC CHIEF FINANCIAL OFFICER & TREASURER direct 1987-06-01 2013-05-31
PECK, ANDREW, JOSHUA SENIOR VICE PRESIDENT 04/01/2003 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO INC VICE PRESIDENT direct 2003-04-01
BAMCO, INC. SENIOR VICE PRESIDENT direct 2003-04-01
BARON CAPITAL MANAGEMENT, INC. SENIOR VICE PRESIDENT direct 2003-04-01
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT direct 2003-04-01
PATALINO, PATRICK, MICHAEL VICE PRESIDENT, GENERAL COUNSEL & SECRETARY 08/01/2007 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. VICE PRESIDENT, GENERAL COUNSEL & SECRETARY direct 2007-08-01
BAMCO INC VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2007-08-01
BAMCO INC VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2007-08-01
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT, GENERAL COUNSEL & SECRETARY direct 2007-08-01
BARON CAPITAL MANAGEMENT, INC. VICE PRESIDENT, CHIEF LEGAL OFFICER & SECRETARY direct 2007-08-01
BARON CAPITAL MANAGEMENT INC VICE PRESIDENT & CHIEF LEGAL OFFICER direct 2007-08-01
NAGLER, ANITA, MARIE DIRECTOR 02/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. DIRECTOR direct 2008-02-01
BARON CAPITAL MANAGEMENT, INC. DIRECTOR direct 2008-02-01
HARRIS ASSOCIATES LP CHIEF OPERATING OFFICER, GENERAL COUNSEL direct 2000-01-01 2001-11-16
HARRIS ASSOCIATES LP MANAGING DIRECTOR OF ALTERNATIVE & INTERNATIONAL INVESTING GROUP, DIRECTOR OF GP direct 2001-02-01 2003-03-27
HARRIS ASSOCIATES LP MANAGING DIRECTOR, ALTERNATIVE INVESTMENTS, DIRECTOR OF GP direct 2003-06-01 2003-08-12
HARRIS ALTERNATIVES L.L.C. CHAIRMAN AND CEO direct 2001-01-01 2003-10-08
HARRIS ALTERNATIVES L.L.C. CHAIRMAN, CEO AND DIRECTOR direct 2001-01-01 2005-03-23
HARRIS ALTERNATIVES L.L.C. CHAIRMAN AND DIRECTOR direct 2001-01-01 2005-08-16
BARON, DAVID, ROBERT RESEARCH ANALYST 07/01/2005 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. RESEARCH ANALYST direct 2005-07-01
BARON CAPITAL MANAGEMENT, INC. RESEARCH ANALYST direct 2005-07-01
BAMCO INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BARON CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BARON, MICHAEL, R. RESEARCH ANALYST 09/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. RESEARCH ANALYST direct 2004-09-01
BARON CAPITAL MANAGEMENT, INC. RESEARCH ANALYST direct 2004-09-01
BAMCO INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BARON CAPITAL MANAGEMENT INC SHAREHOLDER indirect 1985-05-01 2001-04-30
BEASLEY, LOUIS, BARRETT CHIEF COMPLIANCE OFFICER 09/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
BAMCO, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
BARON CAPITAL MANAGEMENT, INC. CHIEF COMPLIANCE OFFICER direct 2014-09-01
BARON, RONALD, STEPHEN CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER BARON CAPITAL GROUP, INC. 01/01/1987 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN, CEO & CIO direct 1982-06-01
BARON CAPITAL MANAGEMENT, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1984-10-01
BAMCO INC CHAIRMAN, CEO AND CIO direct 1987-01-01
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1987-01-01
BARON CAPITAL MANAGEMENT INC CHAIRMAN, CEO direct 1982-06-01 2003-06-03
BAMCO INC CHAIRMAN, CEO direct 1987-01-01 2003-06-03
BAMCO INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BARON CAPITAL MANAGEMENT INC CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1982-03-01 2007-09-21
BAMCO, INC. CHAIRMAN/CEO/DIRECTOR/SHAREHOLDER indirect 1986-12-01 2009-10-28

WhaleScore history for BAMCO INC

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**EXPERIMENTAL** Current UK Positions

Updated daily

Contains transactions from January 1st, 2015 on.

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BAMCO INC AO WORLD PLC ORD SHS (UK) 2017-06-16 30,672,568 6.69%
BAMCO INC LIMITED ORD USD0.00005 (DI) 2016-12-15 37,637,361 7.01%

Position History

Holder Issuer Transaction Date Number of Voting Rights % of Voting Rights
BAMCO INC AO WORLD PLC ORD SHS (UK) 2017-05-16 36,694,698 7.998%
BAMCO INC LIMITED ORD USD0.00005 (DI) 2016-10-17 36,924,463 7.56%
BAMCO INC LIMITED ORD USD0.00005 (DI) 2016-07-12 29,994,463 6.14%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2016-06-15 33,802,761 8.03%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2016-03-21 0 0%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2016-02-17 0 0%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-10-23 0 0%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-07-21 29,363,758 6.97%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-06-18 33,389,214 7.93%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-03-16 38,049,298 9.04%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-03-04 0 0%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-02-27 32,588,537 7.74%
BAMCO INC AO WORLD PLC ORD SHS (UK) 2015-02-26 28,147,988 6.69%

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