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Legacy Housing

53 hedge funds and large institutions have $80.9M invested in Legacy Housing in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

21% more capital invested

Capital invested by funds: $66.8M → $80.9M (+$14.2M)

11% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 18

4% more funds holding

Funds holding: 5153 (+2)

0.59% more ownership

Funds ownership: 18.28%18.88% (+0.59%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
53
Holders Change
+2
Holders Change %
+3.92%
% of All Funds
0.93%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
20
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$10.7M +$3.03M +189,800 +46%
VC
2
Voss Capital
Texas
$10.3M +$749K +46,965 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.2M +$134K +8,397 +2%
BlackRock
4
BlackRock
New York
$7.18M -$189K -11,823 -3%
Ameriprise
5
Ameriprise
Minnesota
$6.27M +$212K +13,275 +4%
GKIM
6
GW&K Investment Management
Massachusetts
$4.21M -$61.4K -3,850 -2%
RCG
7
Rock Creek Group
District of Columbia
$3.53M +$71.3K +4,471 +2%
RR
8
Robotti Robert
$3.21M -$30.5K -1,910 -1%
BA
9
Bard Associates
Illinois
$3.09M +$132K +8,251 +5%
AFG
10
American Financial Group
Ohio
$2.83M -$467K -29,240 -16%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.21M +$425K +26,662 +27%
Truist Financial
12
Truist Financial
North Carolina
$2.08M +$5.06K +317 +0.3%
State Street
13
State Street
Massachusetts
$1.9M -$29.3K -1,838 -2%
PCM
14
Perritt Capital Management
Illinois
$1.89M
Northern Trust
15
Northern Trust
Illinois
$1.5M -$108K -6,740 -7%
YAM
16
Yacktman Asset Management
Texas
$1.47M +$200K +12,550 +18%
Victory Capital Management
17
Victory Capital Management
Texas
$1.22M -$447 -28 -0%
TA
18
Teton Advisors
New York
$1.2M
Bank of New York Mellon
19
Bank of New York Mellon
New York
$1.02M +$44.6K +2,794 +5%
Charles Schwab
20
Charles Schwab
California
$995K +$13.3K +833 +2%
RAM
21
Redmond Asset Management
Virginia
$881K +$6.38K +400 +0.8%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$771K -$16.9K -1,061 -2%
GF
23
Gabelli Funds
New York
$734K +$92.5K +5,800 +16%
Renaissance Technologies
24
Renaissance Technologies
New York
$576K +$519K +32,500 New
JP Morgan Chase
25
JP Morgan Chase
New York
$490K +$29.2K +1,833 +7%

LEGH Hedge Fund Activity: Q1 2021 in Review

53 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2021, worth a combined $80.9M — up 21% from $66.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new LEGH positions and 3 closed out — a net gain of 2 holders — while 20 added to existing stakes and 18 trimmed.

The largest buyer was Royce & Associates, adding an estimated $3.03M. The largest seller was Fidelity Investments, exiting entirely with an estimated $2.48M sold.

  • 53 institutional investors held Legacy Housing (LEGH) as of Q1 2021, up from 51 in Q4 2020.
  • Funds reported $80.9M of Legacy Housing stock for Q1 2021, up 21% quarter-over-quarter.
  • 5 funds opened new Legacy Housing positions in Q1 2021 and 3 closed out, a net change of +2 holders.
  • The largest Legacy Housing buyer in Q1 2021 was Royce & Associates, an estimated $3.03M added.
  • The largest Legacy Housing seller in Q1 2021 was Fidelity Investments, an estimated $2.48M sold.

Based on aggregated 13F filings for Q1 2021.