Legacy Housing
LEGH
74 hedge funds and large institutions have $140M invested in Legacy Housing in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 18 reducing their positions, and 6 closing their positions.
630% more call options, than puts
Call options by funds: $168K | Put options by funds: $23K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
61% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 18
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
38% more capital invested
Capital invested by funds: $101M → $140M (+$38.4M)
4% more funds holding
Funds holding: 71 → 74 (+3)
2.4% more ownership
Funds ownership: 22.8% → 25.19% (+2.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
+$7.85M |
| 2 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.9M |
| 3 |
Cerity Partners
New York
|
+$1.54M |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
+$1.3M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$863K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
-$5.08M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$621K |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$546K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$334K |
| 5 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$315K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Allspring Global Investments
Charlotte,
North Carolina
| – | -$55.9K | -2,949 | Closed |
|
|
USCWA
77
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$19K | -1,000 | Closed |
|
78
Simplex Trading
Chicago,
Illinois
| – | -$11.4K | -563 | Closed |
|
|
CT
79
Cambridge Trust
Cambridge,
Massachusetts
| – | -$6K | -300 | Closed |
|
|
C
80
Covestor
London,
United Kingdom
| – | -$20 | -1 | -5% |
|
LEGH Hedge Fund Activity: Q1 2023 in Review
74 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2023, worth a combined $140M — up 38% from $101M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new LEGH positions and 6 closed out — a net gain of 3 holders — while 29 added to existing stakes and 18 trimmed.
The largest buyer was Voss Capital, adding an estimated $7.85M. The largest seller was J. Goldman & Co, exiting entirely with an estimated $5.08M sold.
- 74 institutional investors held Legacy Housing (LEGH) as of Q1 2023, up from 71 in Q4 2022.
- Funds reported $140M of Legacy Housing stock for Q1 2023, up 38% quarter-over-quarter.
- 9 funds opened new Legacy Housing positions in Q1 2023 and 6 closed out, a net change of +3 holders.
- The largest Legacy Housing buyer in Q1 2023 was Voss Capital, an estimated $7.85M added.
- The largest Legacy Housing seller in Q1 2023 was J. Goldman & Co, an estimated $5.08M sold.
Based on aggregated 13F filings for Q1 2023.