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Legacy Housing

47 hedge funds and large institutions have $36.9M invested in Legacy Housing in 2020 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 14

0.66% less ownership

Funds ownership: 17.38%16.72% (-0.66%)

6% less funds holding

Funds holding: 5047 (-3)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

48% less capital invested

Capital invested by funds: $71.5M → $36.9M (-$34.6M)

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
22
Reduced
14
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$4.75M -$9.2K -675 -0.1%
BlackRock
2
BlackRock
New York
$3.04M +$63.7K +4,673 +1%
Ameriprise
3
Ameriprise
Minnesota
$2.73M +$383K +28,100 +11%
RA
4
Royce & Associates
New York
$2.67M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.47M +$295K +21,632 +9%
VC
6
Voss Capital
Texas
$2.42M +$1.34M +98,667 +32%
GKIM
7
GW&K Investment Management
Massachusetts
$2.29M -$722K -52,990 -18%
RR
8
Robotti Robert
$1.81M +$1.87M +137,220 +233%
AFG
9
American Financial Group
Ohio
$1.74M
BA
10
Bard Associates
Illinois
$1.57M +$885 +65 +0%
RCG
11
Rock Creek Group
District of Columbia
$1.47M +$553K +40,575 +34%
Russell Investments Group
12
Russell Investments Group
United Kingdom
$1.41M -$3.6M -264,603 -64%
PCM
13
Perritt Capital Management
Illinois
$1.38M -$34.1K -2,500 -2%
Truist Financial
14
Truist Financial
North Carolina
$1.03M +$33.9K +2,486 +2%
State Street
15
State Street
Massachusetts
$891K +$13.6K +998 +1%
Northern Trust
16
Northern Trust
Illinois
$728K +$270K +19,827 +34%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$616K +$107K +7,875 +13%
TA
18
Teton Advisors
New York
$608K +$177K +13,000 +25%
RAM
19
Redmond Asset Management
Virginia
$443K +$342K +25,092 +110%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$348K -$737K -54,106 -59%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$342K -$50.4K -3,701 -9%
Charles Schwab
22
Charles Schwab
California
$314K +$6.39K +469 +1%
PC
23
PA Capital
Virginia
$289K +$426K +31,251 New
MAM
24
Martingale Asset Management
Massachusetts
$196K +$287K +21,100 New
GF
25
Gabelli Funds
New York
$190K +$39.6K +2,909 +17%

LEGH Hedge Fund Activity: Q1 2020 in Review

47 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2020, worth a combined $36.9M — down 48% from $71.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of LEGH and 5 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 22 added.

The largest buyer was Robotti Robert, adding an estimated $1.87M. The largest seller was Russell Investments Group, cutting an estimated $3.6M.

  • 47 institutional investors held Legacy Housing (LEGH) as of Q1 2020, down from 50 in Q4 2019.
  • Funds reported $36.9M of Legacy Housing stock for Q1 2020, down 48% quarter-over-quarter.
  • 5 funds opened new Legacy Housing positions in Q1 2020 and 7 closed out, a net change of -2 holders.
  • The largest Legacy Housing buyer in Q1 2020 was Robotti Robert, an estimated $1.87M added.
  • The largest Legacy Housing seller in Q1 2020 was Russell Investments Group, an estimated $3.6M sold.

Based on aggregated 13F filings for Q1 2020.