Legacy Housing
LEGH
78 hedge funds and large institutions have $153M invested in Legacy Housing in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 37 increasing their positions, 23 reducing their positions, and 4 closing their positions.
175% more call options, than puts
Call options by funds: $121K | Put options by funds: $44K
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
61% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 23
10% more capital invested
Capital invested by funds: $140M → $153M (+$13.7M)
5% more funds holding
Funds holding: 74 → 78 (+4)
1.95% more ownership
Funds ownership: 25.19% → 27.15% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$1.94M |
| 2 |
VC
Voss Capital
Houston,
Texas
|
+$1.18M |
| 3 |
BGIM
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
+$1.08M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.06M |
| 5 |
BlackRock
New York
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$932K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$487K |
| 3 |
Renaissance Technologies
New York
|
-$425K |
| 4 |
PCM
Perritt Capital Management
Chicago,
Illinois
|
-$249K |
| 5 |
Two Sigma Advisers
New York
|
-$247K |
LEGH Hedge Fund Activity: Q2 2023 in Review
78 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q2 2023, worth a combined $153M — up 9.8% from $140M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new LEGH positions and 4 closed out — a net gain of 4 holders — while 37 added to existing stakes and 23 trimmed.
The largest buyer was Punch & Associates Investment Management, adding an estimated $1.94M. The largest seller was Citadel Advisors, cutting an estimated $932K.
- 78 institutional investors held Legacy Housing (LEGH) as of Q2 2023, up from 74 in Q1 2023.
- Funds reported $153M of Legacy Housing stock for Q2 2023, up 9.8% quarter-over-quarter.
- 8 funds opened new Legacy Housing positions in Q2 2023 and 4 closed out, a net change of +4 holders.
- The largest Legacy Housing buyer in Q2 2023 was Punch & Associates Investment Management, an estimated $1.94M added.
- The largest Legacy Housing seller in Q2 2023 was Citadel Advisors, an estimated $932K sold.
Based on aggregated 13F filings for Q2 2023.