Legacy Housing
LEGH
53 hedge funds and large institutions have $80.9M invested in Legacy Housing in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
21% more capital invested
Capital invested by funds: $66.8M → $80.9M (+$14.2M)
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
4% more funds holding
Funds holding: 51 → 53 (+2)
0.59% more ownership
Funds ownership: 18.28% → 18.88% (+0.59%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
+$3.03M |
| 2 |
VC
Voss Capital
Houston,
Texas
|
+$749K |
| 3 |
Renaissance Technologies
New York
|
+$519K |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$425K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$307K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$2.48M |
| 2 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$467K |
| 3 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$305K |
| 4 |
Morgan Stanley
New York
|
-$226K |
| 5 |
BlackRock
New York
|
-$189K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Bank of Montreal
Toronto,
Ontario, Canada
| $4K | -$16.4K | -1,025 | -81% |
|
|
HI
52
Harbour Investments
Madison,
Wisconsin
| $1K | +$910 | +57 | New |
|
|
AIG
53
American International Group
New York
| $84 | +$191 | +12 | +0.3% |
|
|
54
Fidelity Investments
Boston,
Massachusetts
| – | -$2.48M | -164,488 | Closed |
|
|
ZCM
55
Zebra Capital Management
Stamford,
Connecticut
| – | -$305K | -20,153 | Closed |
|
|
ASN
56
Advisory Services Network
Atlanta,
Georgia
| – | -$19K | -1,240 | Closed |
|
LEGH Hedge Fund Activity: Q1 2021 in Review
53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2021, worth a combined $80.9M — up 21% from $66.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new LEGH positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Royce & Associates, adding an estimated $3.03M. The largest seller was Fidelity Investments, exiting entirely with an estimated $2.48M sold.
- 53 institutional investors held Legacy Housing (LEGH) as of Q1 2021, up from 51 in Q4 2020.
- Funds reported $80.9M of Legacy Housing stock for Q1 2021, up 21% quarter-over-quarter.
- 5 funds opened new Legacy Housing positions in Q1 2021 and 3 closed out, a net change of +2 holders.
- The largest Legacy Housing buyer in Q1 2021 was Royce & Associates, an estimated $3.03M added.
- The largest Legacy Housing seller in Q1 2021 was Fidelity Investments, an estimated $2.48M sold.
Based on aggregated 13F filings for Q1 2021.