Legacy Housing
LEGH
56 hedge funds and large institutions have $88.8M invested in Legacy Housing in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 4 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
63% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 16
13% more capital invested
Capital invested by funds: $78.4M → $88.8M (+$10.4M)
1.23% more ownership
Funds ownership: 19.18% → 20.42% (+1.2%)
0% more funds holding
Funds holding: 56 → 56 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $253K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OP
Osmium Partners
Greenbrae,
California
|
+$2.4M |
| 2 |
WC
Walthausen & Co
Malta,
New York
|
+$1.88M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$888K |
| 4 |
Bank of New York Mellon
New York
|
+$792K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$506K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
B
Barings
Charlotte,
North Carolina
|
-$994K |
| 2 |
Charles Schwab
San Francisco,
California
|
-$549K |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$281K |
| 4 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$226K |
| 5 |
Renaissance Technologies
New York
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $7K | – | – | – |
|
|
PFGIA
52
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $7K | – | – | – |
|
53
Fidelity Investments
Boston,
Massachusetts
| $6K | +$6.01K | +336 | New |
|
54
Wells Fargo
San Francisco,
California
| $1K | -$1.92K | -107 | -67% |
|
|
HI
55
Harbour Investments
Madison,
Wisconsin
| $1K | -$286 | -16 | -29% |
|
|
B
56
Barings
Charlotte,
North Carolina
| – | -$994K | -58,804 | Closed |
|
|
ASN
57
Advisory Services Network
Atlanta,
Georgia
| – | -$17K | -1,027 | Closed |
|
|
PAM
58
Panagora Asset Management
Boston,
Massachusetts
| – | -$7K | -394 | Closed |
|
|
SOW
59
State of Wyoming
Cheyenne,
Wyoming
| – | +$107 | +6 | +40% |
|
LEGH Hedge Fund Activity: Q3 2021 in Review
56 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q3 2021, worth a combined $88.8M — up 13% from $78.4M a quarter earlier.
Fund positioning in LEGH was balanced in Q3 2021: 4 funds opened new positions, 4 closed out, 26 added to existing stakes and 16 trimmed.
The largest buyer was Osmium Partners, opening a new position worth an estimated $2.4M. The largest seller was Barings, exiting entirely with an estimated $994K sold.
- 56 institutional investors held Legacy Housing (LEGH) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $88.8M of Legacy Housing stock for Q3 2021, up 13% quarter-over-quarter.
- 4 funds opened new Legacy Housing positions in Q3 2021 and 4 closed out, a net change of 0 holders.
- The largest Legacy Housing buyer in Q3 2021 was Osmium Partners, an estimated $2.4M added.
- The largest Legacy Housing seller in Q3 2021 was Barings, an estimated $994K sold.
Based on aggregated 13F filings for Q3 2021.