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Legacy Housing

71 hedge funds and large institutions have $101M invested in Legacy Housing in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $90.3M → $101M (+$11.1M)

1.23% more ownership

Funds ownership: 21.56%22.8% (+1.2%)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

9% less funds holding

Funds holding: 7871 (-7)

13% less call options, than puts

Call options by funds: $63K | Put options by funds: $72K

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

Holders
71
Holders Change
-7
Holders Change %
-8.97%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
27
Reduced
26
Closed
13
Calls
$63K
Puts
$72K
Net Calls
-$9K
Net Calls Change
-$10K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.66M -$151K -8,607 -2%
BlackRock
2
BlackRock
New York
$8.57M +$341K +19,409 +4%
RA
3
Royce & Associates
New York
$8.16M +$213K +12,138 +3%
GKIM
4
GW&K Investment Management
Massachusetts
$8.14M +$4.33M +246,398 +135%
Ameriprise
5
Ameriprise
Minnesota
$8.11M -$62.7K -3,568 -0.8%
PAIM
6
Punch & Associates Investment Management
Minnesota
$6.34M +$336K +19,092 +6%
VC
7
Voss Capital
Texas
$5.69M -$604K -34,349 -10%
JGC
8
J. Goldman & Co
New York
$5.08M +$2.15M +122,181 +84%
BA
9
Bard Associates
Illinois
$3.73M +$105K +6,000 +3%
YAM
10
Yacktman Asset Management
Texas
$3.51M -$879K -50,000 -21%
RR
11
Robotti Robert
$3.41M -$13.4K -760 -0.4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.15M +$145K +8,246 +5%
State Street
13
State Street
Massachusetts
$2.95M +$147K +8,336 +6%
PCM
14
Perritt Capital Management
Illinois
$1.89M -$2.34K -133 -0.1%
RAM
15
Redmond Asset Management
Virginia
$1.88M -$2.53K -144 -0.1%
AIC
16
AWM Investment Company
New York
$1.55M +$233K +13,258 +19%
TA
17
Teton Advisors
New York
$1.53M
AC
18
AWH Capital
Texas
$1.45M +$1.35M +76,562 New
MIM
19
Meixler Investment Management
Arizona
$1.34M +$339K +19,286 +37%
Los Angeles Capital Management
20
Los Angeles Capital Management
California
$1.34M +$1.24M +70,775 New
Northern Trust
21
Northern Trust
Illinois
$1.34M -$46.6K -2,651 -4%
Truist Financial
22
Truist Financial
North Carolina
$1.25M +$360K +20,498 +45%
BCM
23
Bridgeway Capital Management
Texas
$1.2M +$274K +15,600 +33%
RCG
24
Rock Creek Group
District of Columbia
$1.1M -$32.8K -1,869 -3%
American Century Companies
25
American Century Companies
Missouri
$1.06M +$541K +30,781 +123%

LEGH Hedge Fund Activity: Q4 2022 in Review

71 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2022, worth a combined $101M — up 12% from $90.3M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEGH and 7 opened new positions — a net loss of 6 holders — while 26 trimmed existing stakes and 27 added.

The largest buyer was GW&K Investment Management, adding an estimated $4.33M. The largest seller was Millennium Management, exiting entirely with an estimated $1.97M sold.

  • 71 institutional investors held Legacy Housing (LEGH) as of Q4 2022, down from 78 in Q3 2022.
  • Funds reported $101M of Legacy Housing stock for Q4 2022, up 12% quarter-over-quarter.
  • 7 funds opened new Legacy Housing positions in Q4 2022 and 13 closed out, a net change of -6 holders.
  • The largest Legacy Housing buyer in Q4 2022 was GW&K Investment Management, an estimated $4.33M added.
  • The largest Legacy Housing seller in Q4 2022 was Millennium Management, an estimated $1.97M sold.

Based on aggregated 13F filings for Q4 2022.