Legacy Housing
LEGH
68 hedge funds and large institutions have $67.9M invested in Legacy Housing in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 20 reducing their positions, and 8 closing their positions.
60% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 20
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
1% more funds holding
Funds holding: 67 → 68 (+1)
0.7% more ownership
Funds ownership: 20.8% → 21.5% (+0.7%)
37% less capital invested
Capital invested by funds: $108M → $67.9M (-$40M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $194K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$1.42M |
| 2 |
Renaissance Technologies
New York
|
+$1.06M |
| 3 |
AIC
AWM Investment Company
New York
|
+$944K |
| 4 |
YAM
Yacktman Asset Management
Austin,
Texas
|
+$892K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$705K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WC
Walthausen & Co
Malta,
New York
|
-$2.02M |
| 2 |
TIM
Timelo Investment Management
Aurora,
Ontario, Canada
|
-$1.34M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$945K |
| 4 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$855K |
| 5 |
Bank of New York Mellon
New York
|
-$798K |
LEGH Hedge Fund Activity: Q2 2022 in Review
68 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q2 2022, worth a combined $67.9M — down 37% from $108M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new LEGH positions and 8 closed out — a net gain of 2 holders — while 32 added to existing stakes and 20 trimmed.
The largest buyer was Millennium Management, adding an estimated $1.42M. The largest seller was Walthausen & Co, exiting entirely with an estimated $2.02M sold.
- 68 institutional investors held Legacy Housing (LEGH) as of Q2 2022, up from 67 in Q1 2022.
- Funds reported $67.9M of Legacy Housing stock for Q2 2022, down 37% quarter-over-quarter.
- 10 funds opened new Legacy Housing positions in Q2 2022 and 8 closed out, a net change of +2 holders.
- The largest Legacy Housing buyer in Q2 2022 was Millennium Management, an estimated $1.42M added.
- The largest Legacy Housing seller in Q2 2022 was Walthausen & Co, an estimated $2.02M sold.
Based on aggregated 13F filings for Q2 2022.