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Legacy Housing
LEGH

78 hedge funds and large institutions have $153M invested in Legacy Housing in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $121K | Put options by funds: $44K

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

61% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 23

10% more capital invested

Capital invested by funds: $140M → $153M (+$13.7M)

5% more funds holding

Funds holding: 74 → 78 (+4)

1.95% more ownership

Funds ownership: 25.19% → 27.15% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
78
Holders Change
+4
Holders Change %
+5.41%
% of All Funds
1.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
37
Reduced
23
Closed
4
Calls
$121K
Puts
$44K
Net Calls
+$77K
Net Calls Change
-$68K

Top Buyers

Rank Fund Capital Flow
1
PAIM
Punch & Associates Investment Management
Minnesota
+$1.94M
2
VC
Voss Capital
Texas
+$1.18M
3
BGIM
Brandywine Global Investment Management
Pennsylvania
+$1.08M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$1.06M
5
BlackRock
BlackRock
New York
+$790K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$932K
2
Ameriprise
Ameriprise
Minnesota
-$487K
3
Renaissance Technologies
Renaissance Technologies
New York
-$425K
4
PCM
Perritt Capital Management
Illinois
-$249K
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$247K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
26
Rock Creek Group
District of Columbia
$1.16M -$176K -8,131 -14%
BGIM
27
Brandywine Global Investment Management
Pennsylvania
$1.16M +$1.08M +49,830 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.14M +$56.8K +2,625 +6%
GF
29
Gabelli Funds
New York
$1.08M -$32.5K -1,500 -3%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$960K -$247K -11,400 -22%
Two Sigma Investments
31
Two Sigma Investments
New York
$938K -$4.5K -208 -0.5%
B
32
Bailard
California
$691K +$33.5K +1,549 +5%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$691K +$120K +5,528 +23%
EST
34
EA Series Trust
Pennsylvania
$685K +$640K +29,535 New
EF
35
Empowered Funds
Pennsylvania
$685K +$640K +29,535 New
OSAM
36
O'Shaughnessy Asset Management
Connecticut
$663K +$224K +10,361 +57%
DA
37
Denali Advisors
California
$661K +$507K +23,400 +459%
Charles Schwab
38
Charles Schwab
California
$634K +$98K +4,526 +20%
GCP
39
GSA Capital Partners
United Kingdom
$581K +$121K +5,596 +29%
SO
40
STRS Ohio
Ohio
$577K +$312K +14,400 +137%
Swiss National Bank
41
Swiss National Bank
Switzerland
$555K +$518K +23,944 New
Morgan Stanley
42
Morgan Stanley
New York
$406K -$71.3K -3,295 -16%
QC
43
Quadrature Capital
United Kingdom
$383K +$47.7K +2,201 +15%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$338K +$11K +506 +4%
Goldman Sachs
45
Goldman Sachs
New York
$326K +$304K +14,054 New
JP Morgan Chase
46
JP Morgan Chase
New York
$303K +$138K +6,372 +95%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$300K +$210K +9,698 +298%
RWM
48
Ritholtz Wealth Management
New York
$298K +$71.7K +3,313 +35%
N
49
Nuveen
North Carolina
$287K +$56.2K +2,594 +27%
MRCM
50
Mill Road Capital Management
Connecticut
$285K +$266K +12,271 New
1
2
3 4

LEGH Hedge Fund Activity: Q2 2023 in Review

78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q2 2023, worth a combined $153M — up 9.8% from $140M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new LEGH positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.

The largest buyer was Punch & Associates Investment Management, adding an estimated $1.94M. The largest seller was Citadel Advisors, cutting an estimated $932K.

  • 78 institutional investors held Legacy Housing (LEGH) as of Q2 2023, up from 74 in Q1 2023.
  • Funds reported $153M of Legacy Housing stock for Q2 2023, up 9.8% quarter-over-quarter.
  • 8 funds opened new Legacy Housing positions in Q2 2023 and 4 closed out, a net change of +4 holders.
  • The largest Legacy Housing buyer in Q2 2023 was Punch & Associates Investment Management, an estimated $1.94M added.
  • The largest Legacy Housing seller in Q2 2023 was Citadel Advisors, an estimated $932K sold.

Based on aggregated 13F filings for Q2 2023.