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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
UBS Group
51
UBS Group
Switzerland
$337K +$115K +5,425 +68%
JP Morgan Chase
52
JP Morgan Chase
New York
$326K +$82.6K +3,905 +43%
Bank of America
53
Bank of America
North Carolina
$308K +$61.9K +2,923 +31%
JF
54
Jump Financial
Illinois
$292K +$245K +11,589 New
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$287K +$12.1K +572 +5%
DA
56
Denali Advisors
California
$257K -$59.2K -2,800 -22%
CS
57
Credit Suisse
Switzerland
$215K +$181K +8,538 New
RWM
58
Ritholtz Wealth Management
New York
$210K -$73.5K -3,475 -29%
CIA
59
Capital Impact Advisors
Massachusetts
$209K
Legal & General Group
60
Legal & General Group
United Kingdom
$190K -$1.88K -89 -1%
DMKJ
61
David M. Knott Jr
$164K
SG Americas Securities
62
SG Americas Securities
New York
$143K +$120K +5,659 New
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$143K +$656 +31 +0.6%
Deutsche Bank
64
Deutsche Bank
Germany
$127K
AIG
65
American International Group
New York
$124K -$402 -19 -0.4%
MIM
66
MetLife Investment Management
New Jersey
$119K
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$80.4K +$34.7K +1,640 +106%
Simplex Trading
68
Simplex Trading
Illinois
$78K +$65.5K +3,097 New
Wells Fargo
69
Wells Fargo
California
$76.5K +$12.7K +602 +25%
Citigroup
70
Citigroup
New York
$40.6K +$31.8K +1,502 +1,417%
AIP
71
Ameritas Investment Partners
Nebraska
$20.7K
AB
72
Amalgamated Bank
New York
$20K -$1.76K -83 -9%
TRCT
73
Tower Research Capital (TRC)
New York
$15.2K -$82.7K -3,906 -87%
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
$14K
W
75
WealthCollab
Washington
$10.5K +$8.78K +415 New

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.