Legacy Housing
LEGH
56 hedge funds and large institutions have $78.4M invested in Legacy Housing in 2021 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 16 increasing their positions, 25 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
6% more funds holding
Funds holding: 53 → 56 (+3)
0.31% more ownership
Funds ownership: 18.88% → 19.18% (+0.31%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $80.9M → $78.4M (-$2.49M)
36% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 25
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $172K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$1.84M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$1.56M |
| 3 |
B
Barings
Charlotte,
North Carolina
|
+$1.09M |
| 4 |
Renaissance Technologies
New York
|
+$804K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$634K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$1.7M |
| 2 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$1.2M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$793K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$618K |
| 5 |
VC
Voss Capital
Houston,
Texas
|
-$550K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $6K | – | – | – |
|
52
Wells Fargo
San Francisco,
California
| $3K | -$48.2K | -2,606 | -94% |
|
|
HI
53
Harbour Investments
Madison,
Wisconsin
| $1K | -$37 | -2 | -4% |
|
|
AIG
54
American International Group
New York
| $76 | -$3.98K | -215 | -5% |
|
55
RhumbLine Advisers
Boston,
Massachusetts
| – | -$186K | -10,512 | Closed |
|
56
UBS Group
Zurich,
Switzerland
| – | -$44.3K | -2,394 | -99% |
|
57
Lazard Asset Management
New York
| – | -$34K | -1,937 | Closed |
|
58
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -241 | Closed |
|
|
SOW
59
State of Wyoming
Cheyenne,
Wyoming
| – | +$277 | +15 | New |
|
LEGH Hedge Fund Activity: Q2 2021 in Review
56 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q2 2021, worth a combined $78.4M — down 3.1% from $80.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LEGH positions and 3 closed out — a net gain of 3 holders — while 16 added to existing stakes and 25 trimmed.
The largest buyer was Yacktman Asset Management, adding an estimated $1.84M. The largest seller was Royce & Associates, cutting an estimated $1.7M.
- 56 institutional investors held Legacy Housing (LEGH) as of Q2 2021, up from 53 in Q1 2021.
- Funds reported $78.4M of Legacy Housing stock for Q2 2021, down 3.1% quarter-over-quarter.
- 6 funds opened new Legacy Housing positions in Q2 2021 and 3 closed out, a net change of +3 holders.
- The largest Legacy Housing buyer in Q2 2021 was Yacktman Asset Management, an estimated $1.84M added.
- The largest Legacy Housing seller in Q2 2021 was Royce & Associates, an estimated $1.7M sold.
Based on aggregated 13F filings for Q2 2021.