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Legacy Housing

48 hedge funds and large institutions have $52.6M invested in Legacy Housing in 2019 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

18% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $48.1M → $52.6M (+$4.48M)

2% more funds holding

Funds holding: 4748 (+1)

0.26% more ownership

Funds ownership: 16.82%17.08% (+0.26%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
17
Reduced
11
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
1
Russell Investments Group
United Kingdom
$7.15M +$4.68M +384,980 +203%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$5.85M +$5.7M +469,555 New
JGC
3
J. Goldman & Co
New York
$5.26M -$1.14M -93,767 -18%
GKIM
4
GW&K Investment Management
Massachusetts
$4.9M +$4.78M +393,486 New
AFG
5
American Financial Group
Ohio
$4.11M
BlackRock
6
BlackRock
New York
$3.32M +$774K +63,750 +31%
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.96M +$283K +23,332 +11%
Ameriprise
8
Ameriprise
Minnesota
$2.62M -$467K -38,490 -15%
Boston Partners
9
Boston Partners
Massachusetts
$2.53M +$1.54M +126,958 +166%
BA
10
Bard Associates
Illinois
$2.2M -$4.25K -350 -0.2%
PCM
11
Perritt Capital Management
Illinois
$1.89M
SCM
12
Sterling Capital Management
North Carolina
$1.12M +$1.09M +90,101 New
RCG
13
Rock Creek Group
District of Columbia
$755K +$737K +60,677 New
RR
14
Robotti Robert
$735K +$716K +59,000 New
State Street
15
State Street
Massachusetts
$713K +$338K +27,806 +94%
MPAM
16
Monarch Partners Asset Management
Massachusetts
$658K +$120K +9,890 +23%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$640K +$624K +51,387 New
TA
18
Teton Advisors
New York
$616K +$106K +8,700 +21%
Northern Trust
19
Northern Trust
Illinois
$599K -$64.2K -5,290 -10%
Neuberger Berman Group
20
Neuberger Berman Group
New York
$597K +$583K +48,000 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$591K +$225K +18,515 +64%
SIM
22
Spark Investment Management
New York
$394K +$170K +14,000 +79%
GC
23
Gratia Capital
California
$337K +$231K +19,048 +238%
Charles Schwab
24
Charles Schwab
California
$298K -$64.8K -5,337 -18%
GF
25
Gabelli Funds
New York
$254K +$44.9K +3,700 +22%

LEGH Hedge Fund Activity: Q2 2019 in Review

48 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q2 2019, worth a combined $52.6M — up 9.3% from $48.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new LEGH positions and 11 closed out — a net gain of 2 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $5.7M. The largest seller was B. Riley Financial, exiting entirely with an estimated $7.46M sold.

  • 48 institutional investors held Legacy Housing (LEGH) as of Q2 2019, up from 47 in Q1 2019.
  • Funds reported $52.6M of Legacy Housing stock for Q2 2019, up 9.3% quarter-over-quarter.
  • 13 funds opened new Legacy Housing positions in Q2 2019 and 11 closed out, a net change of +2 holders.
  • The largest Legacy Housing buyer in Q2 2019 was Fidelity Investments, an estimated $5.7M added.
  • The largest Legacy Housing seller in Q2 2019 was B. Riley Financial, an estimated $7.46M sold.

Based on aggregated 13F filings for Q2 2019.