Legacy Housing
LEGH
67 hedge funds and large institutions have $108M invested in Legacy Housing in 2022 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 19 increasing their positions, 30 reducing their positions, and 5 closing their positions.
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% more funds holding
Funds holding: 66 → 67 (+1)
0.02% less ownership
Funds ownership: 20.82% → 20.8% (-0.02%)
19% less capital invested
Capital invested by funds: $133M → $108M (-$25.5M)
37% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 30
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$3.83M |
| 2 |
TIM
Timelo Investment Management
Aurora,
Ontario, Canada
|
+$1.81M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$989K |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$770K |
| 5 |
MIM
Meixler Investment Management
Show Low,
Arizona
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VC
Voss Capital
Houston,
Texas
|
-$4.05M |
| 2 |
RA
Royce & Associates
New York
|
-$1.8M |
| 3 |
RCG
Rock Creek Group
Washington,
District of Columbia
|
-$1.48M |
| 4 |
EI
EAM Investors
Solana Beach,
California
|
-$613K |
| 5 |
BlackRock
New York
|
-$347K |
LEGH Hedge Fund Activity: Q1 2022 in Review
67 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2022, worth a combined $108M — down 19% from $133M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new LEGH positions and 5 closed out — a net gain of 1 holder — while 19 added to existing stakes and 30 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $3.83M. The largest seller was Voss Capital, cutting an estimated $4.05M.
- 67 institutional investors held Legacy Housing (LEGH) as of Q1 2022, up from 66 in Q4 2021.
- Funds reported $108M of Legacy Housing stock for Q1 2022, down 19% quarter-over-quarter.
- 6 funds opened new Legacy Housing positions in Q1 2022 and 5 closed out, a net change of +1 holder.
- The largest Legacy Housing buyer in Q1 2022 was Punch & Associates Investment Management, an estimated $3.83M added.
- The largest Legacy Housing seller in Q1 2022 was Voss Capital, an estimated $4.05M sold.
Based on aggregated 13F filings for Q1 2022.