Legacy Housing
LEGH
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.
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: 2 → 3 (+1)
18% more funds holding
Funds holding: 56 → 66 (+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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$2.06M |
| 2 |
EI
EAM Investors
Solana Beach,
California
|
+$1.54M |
| 3 |
RAM
Redmond Asset Management
Henrico,
Virginia
|
+$1.06M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$703K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$3.08M |
| 2 |
OP
Osmium Partners
Greenbrae,
California
|
-$2.41M |
| 3 |
AFG
American Financial Group
Cincinnati,
Ohio
|
-$1.69M |
| 4 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$1.04M |
| 5 |
Renaissance Technologies
New York
|
-$887K |
LEGH Hedge Fund Activity: Q4 2021 in Review
66 of the 6,518 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.