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Legacy Housing

66 hedge funds and large institutions have $133M invested in Legacy Housing in 2021 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

50% more capital invested

Capital invested by funds: $88.8M → $133M (+$44.7M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

18% more funds holding

Funds holding: 5666 (+10)

0.41% more ownership

Funds ownership: 20.42%20.82% (+0.41%)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

Holders
66
Holders Change
+10
Holders Change %
+17.86%
% of All Funds
1.02%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
16
Increased
21
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$13.1M -$408K -18,271 -4%
BlackRock
2
BlackRock
New York
$11.8M +$580K +25,986 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$11.1M +$1M +44,931 +12%
VC
4
Voss Capital
Texas
$10.8M -$3.08M -137,713 -25%
Ameriprise
5
Ameriprise
Minnesota
$9M +$703K +31,488 +10%
YAM
6
Yacktman Asset Management
Texas
$6.14M
GKIM
7
GW&K Investment Management
Massachusetts
$6M -$270K -12,075 -5%
Truist Financial
8
Truist Financial
North Carolina
$5.53M -$44.4K -1,990 -0.9%
BA
9
Bard Associates
Illinois
$4.83M -$2.23K -100 -0.1%
RR
10
Robotti Robert
$4.79M -$44.3K -1,985 -1%
TIM
11
Timelo Investment Management
Ontario, Canada
$4.21M +$3.55M +158,998 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$4.2M +$382K +17,100 +12%
State Street
13
State Street
Massachusetts
$3.65M +$552K +24,705 +22%
RCG
14
Rock Creek Group
District of Columbia
$3.18M -$1.04M -46,531 -28%
PCM
15
Perritt Capital Management
Illinois
$2.69M -$116K -5,173 -5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$2.69M +$439K +19,645 +24%
RAM
17
Redmond Asset Management
Virginia
$2.61M +$1.06M +47,476 +93%
WC
18
Walthausen & Co
New York
$2.57M -$177K -7,915 -8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$2.48M -$188K -8,401 -8%
PAIM
20
Punch & Associates Investment Management
Minnesota
$2.44M +$2.06M +92,040 New
Northern Trust
21
Northern Trust
Illinois
$2.01M -$290 -13 -0%
EI
22
EAM Investors
California
$1.82M +$1.54M +68,798 New
TA
23
Teton Advisors
New York
$1.79M
CI Investments Inc
24
CI Investments Inc
Ontario, Canada
$1.57M +$605K +27,109 +84%
Victory Capital Management
25
Victory Capital Management
Texas
$1.51M -$200K -8,940 -14%

LEGH Hedge Fund Activity: Q4 2021 in Review

66 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2021, worth a combined $133M — up 50% from $88.8M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new LEGH positions and 5 closed out — a net gain of 11 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Punch & Associates Investment Management, opening a new position worth an estimated $2.06M. The largest seller was Voss Capital, cutting an estimated $3.08M.

  • 66 institutional investors held Legacy Housing (LEGH) as of Q4 2021, up from 56 in Q3 2021.
  • Funds reported $133M of Legacy Housing stock for Q4 2021, up 50% quarter-over-quarter.
  • 16 funds opened new Legacy Housing positions in Q4 2021 and 5 closed out, a net change of +11 holders.
  • The largest Legacy Housing buyer in Q4 2021 was Punch & Associates Investment Management, an estimated $2.06M added.
  • The largest Legacy Housing seller in Q4 2021 was Voss Capital, an estimated $3.08M sold.

Based on aggregated 13F filings for Q4 2021.