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Legacy Housing
LEGH

50 hedge funds and large institutions have $71.5M invested in Legacy Housing in 2019 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 14

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

4% more capital invested

Capital invested by funds: $68.8M → $71.5M (+$2.67M)

0.19% more ownership

Funds ownership: 17.19% → 17.38% (+0.19%)

0% more funds holding

Funds holding: 50 → 50 (0)

Holders
50
Holders Change
–
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
23
Reduced
14
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$1.7M
2
RR
Robotti Robert
+$925K
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$702K
4
BlackRock
BlackRock
New York
+$570K
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$415K

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.57M
2
AFG
American Financial Group
Ohio
-$1.66M
3
Boston Partners
Boston Partners
Massachusetts
-$1.22M
4
GKIM
GW&K Investment Management
Massachusetts
-$1.16M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$551K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$8.56M +$702K +44,807 +10%
Russell Investments Group
2
Russell Investments Group
United Kingdom
$6.93M -$2.57M -163,864 -28%
BlackRock
3
BlackRock
New York
$5.38M +$570K +36,345 +13%
VC
4
Voss Capital
Texas
$5.08M +$4.79M +305,549 New
GKIM
5
GW&K Investment Management
Massachusetts
$5M -$1.16M -73,832 -20%
RA
6
Royce & Associates
New York
$4.81M -$15.3K -975 -0.3%
Ameriprise
7
Ameriprise
Minnesota
$4.44M +$89.3K +5,697 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$4.08M +$53.2K +3,392 +1%
AFG
9
American Financial Group
Ohio
$3.14M -$1.66M -105,705 -36%
BA
10
Bard Associates
Illinois
$2.83M -$29.6K -1,885 -1%
PCM
11
Perritt Capital Management
Illinois
$2.53M – – –
RCG
12
Rock Creek Group
District of Columbia
$1.97M +$292K +18,641 +19%
Truist Financial
13
Truist Financial
North Carolina
$1.81M +$1.7M +108,712 New
Boston Partners
14
Boston Partners
Massachusetts
$1.73M -$1.22M -78,108 -43%
State Street
15
State Street
Massachusetts
$1.59M +$157K +9,983 +12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.53M +$112K +7,119 +8%
MPAM
17
Monarch Partners Asset Management
Massachusetts
$1.15M – – –
RR
18
Robotti Robert
$982K +$925K +59,000 New
Northern Trust
19
Northern Trust
Illinois
$979K -$25.7K -1,640 -3%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$977K +$173K +11,008 +23%
TA
21
Teton Advisors
New York
$877K – – –
EI
22
EAM Investors
California
$739K -$223K -14,228 -24%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$676K +$415K +26,503 +188%
Charles Schwab
24
Charles Schwab
California
$557K +$6.04K +385 +1%
GC
25
Gratia Capital
California
$418K – – –
1
2 3

LEGH Hedge Fund Activity: Q4 2019 in Review

50 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2019, worth a combined $71.5M — up 3.9% from $68.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new LEGH positions and 5 closed out — a net gain of 1 holder — while 23 added to existing stakes and 14 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $1.7M. The largest seller was Russell Investments Group, cutting an estimated $2.57M.

  • 50 institutional investors held Legacy Housing (LEGH) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $71.5M of Legacy Housing stock for Q4 2019, up 3.9% quarter-over-quarter.
  • 6 funds opened new Legacy Housing positions in Q4 2019 and 5 closed out, a net change of +1 holder.
  • The largest Legacy Housing buyer in Q4 2019 was Truist Financial, an estimated $1.7M added.
  • The largest Legacy Housing seller in Q4 2019 was Russell Investments Group, an estimated $2.57M sold.

Based on aggregated 13F filings for Q4 2019.