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Legacy Housing

53 hedge funds and large institutions have $59.9M invested in Legacy Housing in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

6% more funds holding

Funds holding: 5053 (+3)

1.63% more ownership

Funds ownership: 16.56%18.19% (+1.6%)

3% more capital invested

Capital invested by funds: $58.3M → $59.9M (+$1.65M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

25% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 20

Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1
Voss Capital
Texas
$6.79M +$1.23M +86,668 +21%
RA
2
Royce & Associates
New York
$5.33M +$1.43M +100,382 +35%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.21M -$1.2M -84,607 -18%
BlackRock
4
BlackRock
New York
$5.2M +$565K +39,772 +12%
Ameriprise
5
Ameriprise
Minnesota
$4.35M +$105K +7,376 +2%
Vanguard Group
6
Vanguard Group
Pennsylvania
$4.04M +$2.73K +192 +0.1%
GKIM
7
GW&K Investment Management
Massachusetts
$3.45M -$39.8K -2,800 -1%
AFG
8
American Financial Group
Ohio
$2.58M
RR
9
Robotti Robert
$2.52M -$90.7K -6,380 -3%
RCG
10
Rock Creek Group
District of Columbia
$2.38M +$212K +14,900 +9%
BA
11
Bard Associates
Illinois
$2.26M -$10.3K -726 -0.4%
Truist Financial
12
Truist Financial
North Carolina
$1.5M -$18.5K -1,300 -1%
State Street
13
State Street
Massachusetts
$1.47M +$19.9K +1,402 +1%
PCM
14
Perritt Capital Management
Illinois
$1.35M -$135K -9,500 -9%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$1.31M +$150K +10,556 +12%
Northern Trust
16
Northern Trust
Illinois
$1.3M -$60.7K -4,270 -4%
YAM
17
Yacktman Asset Management
Texas
$961K
TA
18
Teton Advisors
New York
$926K
Charles Schwab
19
Charles Schwab
California
$768K +$123K +8,668 +18%
RAM
20
Redmond Asset Management
Virginia
$665K +$2.84K +200 +0.4%
PAM
21
Panagora Asset Management
Massachusetts
$638K +$483K +33,965 +268%
ZIM
22
Zacks Investment Management
Illinois
$621K +$646K +45,422 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$502K -$25K -1,762 -5%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$488K -$19K -1,334 -4%
AC
25
AWH Capital
Texas
$428K +$445K +31,296 New

LEGH Hedge Fund Activity: Q3 2020 in Review

53 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q3 2020, worth a combined $59.9M — up 2.8% from $58.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new LEGH positions and 4 closed out — a net gain of 3 holders — while 15 added to existing stakes and 20 trimmed.

The largest buyer was Royce & Associates, adding an estimated $1.43M. The largest seller was Fidelity Investments, cutting an estimated $1.2M.

  • 53 institutional investors held Legacy Housing (LEGH) as of Q3 2020, up from 50 in Q2 2020.
  • Funds reported $59.9M of Legacy Housing stock for Q3 2020, up 2.8% quarter-over-quarter.
  • 7 funds opened new Legacy Housing positions in Q3 2020 and 4 closed out, a net change of +3 holders.
  • The largest Legacy Housing buyer in Q3 2020 was Royce & Associates, an estimated $1.43M added.
  • The largest Legacy Housing seller in Q3 2020 was Fidelity Investments, an estimated $1.2M sold.

Based on aggregated 13F filings for Q3 2020.