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Legacy Housing

80 hedge funds and large institutions have $197M invested in Legacy Housing in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $141M → $197M (+$55.7M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

5% more funds holding

Funds holding: 7680 (+4)

2.17% more ownership

Funds ownership: 29.88%32.06% (+2.2%)

91% less call options, than puts

Call options by funds: $90K | Put options by funds: $963K

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
33
Reduced
25
Closed
6
Calls
$90K
Puts
$963K
Net Calls
-$873K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$1.43M -$128K -6,029 -10%
Morgan Stanley
27
Morgan Stanley
New York
$1.4M +$848K +40,090 +262%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.36M +$82.7K +3,906 +8%
ADEF
29
ABS Direct Equity Fund
Connecticut
$1.26M +$1.06M +50,000 New
PPWP
30
Premier Path Wealth Partners
New Jersey
$1.22M +$1.02M +48,380 New
Two Sigma Investments
31
Two Sigma Investments
New York
$1.2M -$160K -7,569 -14%
GF
32
Gabelli Funds
New York
$1.19M +$33.9K +1,600 +3%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$1.15M +$966K +45,640 New
Truist Financial
34
Truist Financial
North Carolina
$1.1M -$85K -4,015 -8%
RCG
35
Rock Creek Group
District of Columbia
$1.01M -$212K -10,000 -20%
Two Sigma Advisers
36
Two Sigma Advisers
New York
$941K -$391K -18,500 -33%
EF
37
Empowered Funds
Pennsylvania
$886K +$65K +3,072 +10%
Citadel Advisors
38
Citadel Advisors
Florida
$798K +$143K +6,767 +27%
B
39
Bailard
California
$752K
Charles Schwab
40
Charles Schwab
California
$693K -$24.6K -1,163 -4%
Renaissance Technologies
41
Renaissance Technologies
New York
$585K +$243K +11,500 +98%
Swiss National Bank
42
Swiss National Bank
Switzerland
$541K
CIC
43
Cornercap Investment Counsel
Georgia
$511K +$429K +20,260 New
SO
44
STRS Ohio
Ohio
$504K -$104K -4,900 -20%
First Trust Advisors
45
First Trust Advisors
Illinois
$490K +$9.78K +462 +2%
Squarepoint
46
Squarepoint
New York
$486K +$63.2K +2,988 +18%
N
47
Nuveen
North Carolina
$472K +$134K +6,353 +51%
OSAM
48
O'Shaughnessy Asset Management
Connecticut
$468K -$134K -6,326 -25%
Barclays
49
Barclays
United Kingdom
$403K +$261K +12,311 +337%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$375K -$423 -20 -0.1%

LEGH Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2023, worth a combined $197M — up 39% from $141M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LEGH positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.62M. The largest seller was Robotti Robert, cutting an estimated $1.09M.

  • 80 institutional investors held Legacy Housing (LEGH) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $197M of Legacy Housing stock for Q4 2023, up 39% quarter-over-quarter.
  • 11 funds opened new Legacy Housing positions in Q4 2023 and 6 closed out, a net change of +5 holders.
  • The largest Legacy Housing buyer in Q4 2023 was Royal Bank of Canada, an estimated $2.62M added.
  • The largest Legacy Housing seller in Q4 2023 was Robotti Robert, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.