Legacy Housing
LEGH
78 hedge funds and large institutions have $90.3M invested in Legacy Housing in 2022 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 29 reducing their positions, and 4 closing their positions.
250% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 4
33% more capital invested
Capital invested by funds: $67.9M → $90.3M (+$22.3M)
15% more funds holding
Funds holding: 68 → 78 (+10)
0.06% more ownership
Funds ownership: 21.5% → 21.56% (+0.06%)
14% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
+$2.32M |
| 2 |
VC
Voss Capital
Houston,
Texas
|
+$1.52M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$890K |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$652K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$612K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$2.64M |
| 2 |
TIM
Timelo Investment Management
Aurora,
Ontario, Canada
|
-$1.25M |
| 3 |
YAM
Yacktman Asset Management
Austin,
Texas
|
-$794K |
| 4 |
Renaissance Technologies
New York
|
-$531K |
| 5 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$446K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WFA
76
Wipfli Financial Advisors
Milwaukee,
Wisconsin
| $1K | +$762 | +48 | New |
|
|
EGM
77
Engineers Gate Manager
New York
| – | -$237K | -18,136 | Closed |
|
78
Walleye Capital
New York
| – | -$131K | -10,049 | Closed |
|
79
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$4K | -329 | Closed |
|
|
MPWT
80
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | +$254 | +16 | New |
|
|
C
81
Covestor
London,
United Kingdom
| – | +$365 | +23 | New |
|
LEGH Hedge Fund Activity: Q3 2022 in Review
78 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q3 2022, worth a combined $90.3M — up 33% from $67.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new LEGH positions and 4 closed out — a net gain of 10 holders — while 25 added to existing stakes and 29 trimmed.
The largest buyer was J. Goldman & Co, opening a new position worth an estimated $2.32M. The largest seller was Truist Financial, cutting an estimated $2.64M.
- 78 institutional investors held Legacy Housing (LEGH) as of Q3 2022, up from 68 in Q2 2022.
- Funds reported $90.3M of Legacy Housing stock for Q3 2022, up 33% quarter-over-quarter.
- 14 funds opened new Legacy Housing positions in Q3 2022 and 4 closed out, a net change of +10 holders.
- The largest Legacy Housing buyer in Q3 2022 was J. Goldman & Co, an estimated $2.32M added.
- The largest Legacy Housing seller in Q3 2022 was Truist Financial, an estimated $2.64M sold.
Based on aggregated 13F filings for Q3 2022.