We are live on ! Find out more
LEGH icon

Legacy Housing
LEGH

51 hedge funds and large institutions have $66.8M invested in Legacy Housing in 2020 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 27 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 9

11% more capital invested

Capital invested by funds: $59.9M → $66.8M (+$6.81M)

0.09% more ownership

Funds ownership: 18.19% → 18.28% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less funds holding

Funds holding: 53 → 51 (-2)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
27
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$1.01M
3
VC
Voss Capital
Texas
+$547K
4
BlackRock
BlackRock
New York
+$538K
5
RA
Royce & Associates
New York
+$370K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$3.17M
2
PAM
Panagora Asset Management
Massachusetts
-$677K
3
ZIM
Zacks Investment Management
Illinois
-$621K
4
AC
AWH Capital
Texas
-$428K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$293K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
26
Apogem Capital
New York
$336K +$326K +22,251 New
ZCM
27
Zebra Capital Management
Connecticut
$305K +$43.5K +2,963 +17%
Morgan Stanley
28
Morgan Stanley
New York
$287K +$137K +9,310 +96%
Wells Fargo
29
Wells Fargo
California
$209K +$12.1K +824 +6%
N
30
Nuveen
North Carolina
$201K – – –
California State Teachers Retirement System (CalSTRS)
31
California State Teachers Retirement System (CalSTRS)
California
$189K – – –
Citadel Advisors
32
Citadel Advisors
Florida
$183K +$178K +12,103 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$166K +$161K +10,972 New
SO
34
STRS Ohio
Ohio
$158K – – –
DMK
35
David M. Knott
$136K – – –
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$118K – – –
Deutsche Bank
37
Deutsche Bank
Germany
$90K +$24.2K +1,651 +39%
UBS Group
38
UBS Group
Switzerland
$67K +$38.7K +2,640 +146%
TRCT
39
Tower Research Capital (TRC)
New York
$54K -$86K -5,864 -62%
Bank of America
40
Bank of America
North Carolina
$54K +$33K +2,252 +164%
Barclays
41
Barclays
United Kingdom
$39K -$17K -1,158 -31%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$30.1K +$3.87K +264 +15%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$29K +$1.47K +100 +6%
Lazard Asset Management
44
Lazard Asset Management
New York
$29K +$25.4K +1,733 +850%
Citigroup
45
Citigroup
New York
$23K +$16.6K +1,130 +283%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$19K +$12.9K +881 +229%
ASN
47
Advisory Services Network
Georgia
$19K +$18.2K +1,240 New
Legal & General Group
48
Legal & General Group
United Kingdom
$12K – – –
PAM
49
Panagora Asset Management
Massachusetts
$7K -$677K -46,159 -99%
AIP
50
Ameritas Investment Partners
Nebraska
$6K – – –
1
2
3

LEGH Hedge Fund Activity: Q4 2020 in Review

51 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2020, worth a combined $66.8M — up 11% from $59.9M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of LEGH and 5 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 27 added.

The largest buyer was Vanguard Group, adding an estimated $1.5M. The largest seller was Fidelity Investments, cutting an estimated $3.17M.

  • 51 institutional investors held Legacy Housing (LEGH) as of Q4 2020, down from 53 in Q3 2020.
  • Funds reported $66.8M of Legacy Housing stock for Q4 2020, up 11% quarter-over-quarter.
  • 5 funds opened new Legacy Housing positions in Q4 2020 and 6 closed out, a net change of -1 holder.
  • The largest Legacy Housing buyer in Q4 2020 was Vanguard Group, an estimated $1.5M added.
  • The largest Legacy Housing seller in Q4 2020 was Fidelity Investments, an estimated $3.17M sold.

Based on aggregated 13F filings for Q4 2020.