Legacy Housing
LEGH
106 hedge funds and large institutions have $217M invested in Legacy Housing in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.
405% more call options, than puts
Call options by funds: $111K | Put options by funds: $22K
84% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 25
0.62% more ownership
Funds ownership: 35.71% → 36.33% (+0.62%)
3% less funds holding
Funds holding: 109 → 106 (-3)
9% less capital invested
Capital invested by funds: $237M → $217M (-$20.5M)
23% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 13
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AR
Advisory Research
Chicago,
Illinois
|
+$3.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.09M |
| 3 |
VC
Voss Capital
Houston,
Texas
|
+$1.92M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.25M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWH Capital
Dallas,
Texas
|
-$3.33M |
| 2 |
Cerity Partners
New York
|
-$1.88M |
| 3 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
-$1.57M |
| 4 |
RAM
Redmond Asset Management
Henrico,
Virginia
|
-$1.33M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$1.01M |
LEGH Hedge Fund Activity: Q4 2024 in Review
106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2024, worth a combined $217M — down 8.6% from $237M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of LEGH and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 46 added.
The largest buyer was Advisory Research, adding an estimated $3.1M. The largest seller was AWH Capital, cutting an estimated $3.33M.
- 106 institutional investors held Legacy Housing (LEGH) as of Q4 2024, down from 109 in Q3 2024.
- Funds reported $217M of Legacy Housing stock for Q4 2024, down 8.6% quarter-over-quarter.
- 10 funds opened new Legacy Housing positions in Q4 2024 and 13 closed out, a net change of -3 holders.
- The largest Legacy Housing buyer in Q4 2024 was Advisory Research, an estimated $3.1M added.
- The largest Legacy Housing seller in Q4 2024 was AWH Capital, an estimated $3.33M sold.
Based on aggregated 13F filings for Q4 2024.