Legacy Housing
LEGH
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.
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: 3 → 4 (+1)
32% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 25
5% more funds holding
Funds holding: 76 → 80 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.62M |
| 2 |
Cerity Partners
New York
|
+$1.57M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.29M |
| 4 |
VC
Voss Capital
Houston,
Texas
|
+$1.06M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$966K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RR
Robotti Robert
|
-$1.09M |
| 2 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$570K |
| 3 |
AC
AWH Capital
Dallas,
Texas
|
-$547K |
| 4 |
Two Sigma Advisers
New York
|
-$391K |
| 5 |
KOC
Koss-Olinger Consulting
Gainesville,
Florida
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $8K | -$825 | -39 | -11% |
|
77
Fidelity Investments
Boston,
Massachusetts
| $6.43K | +$1.14K | +54 | +27% |
|
|
WTG
78
West Tower Group
Richmond,
Virginia
| $4.97K | -$47.2K | -2,231 | -92% |
|
|
SPIA
79
Steward Partners Investment Advisory
New York
| $2.07K | +$1.74K | +82 | New |
|
|
KOC
80
Koss-Olinger Consulting
Gainesville,
Florida
| – | -$255K | -13,138 | Closed |
|
81
Goldman Sachs
New York
| – | -$229K | -11,797 | Closed |
|
|
QC
82
Quadrature Capital
London,
United Kingdom
| – | -$205K | -10,616 | Closed |
|
83
Victory Capital Management
San Antonio,
Texas
| – | -$99.2K | -5,112 | Closed |
|
84
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$27.3K | -1,408 | Closed |
|
|
DWA
85
Dorsey Wright & Associates
Pasadena,
California
| – | -$21.7K | -1,118 | Closed |
|
|
C
86
Covestor
London,
United Kingdom
| – | +$127 | +6 | +46% |
|
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.