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Legacy Housing

80 hedge funds and large institutions have $197M invested in Legacy Housing in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

39% more capital invested

Capital invested by funds: $141M → $197M (+$55.7M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

5% more funds holding

Funds holding: 7680 (+4)

2.17% more ownership

Funds ownership: 29.88%32.06% (+2.2%)

91% less call options, than puts

Call options by funds: $90K | Put options by funds: $963K

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
33
Reduced
25
Closed
6
Calls
$90K
Puts
$963K
Net Calls
-$873K
Net Calls Change
-$1.02M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1
Voss Capital
Texas
$20.9M +$1.06M +50,000 +6%
PAIM
2
Punch & Associates Investment Management
Minnesota
$15.5M +$26.8K +1,268 +0.2%
GKIM
3
GW&K Investment Management
Massachusetts
$15.1M -$570K -26,939 -4%
BlackRock
4
BlackRock
New York
$13.5M +$744K +35,155 +7%
MRCM
5
Mill Road Capital Management
Connecticut
$12.6M +$719K +33,998 +7%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$11.5M +$1.29M +60,894 +15%
RA
7
Royce & Associates
New York
$10.8M
Vanguard Group
8
Vanguard Group
Pennsylvania
$10.6M +$442K +20,898 +5%
Ameriprise
9
Ameriprise
Minnesota
$10.2M +$566K +26,770 +7%
AC
10
AWH Capital
Texas
$5.02M -$547K -25,849 -11%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$5M +$103K +4,852 +3%
BA
12
Bard Associates
Illinois
$4.99M -$34.4K -1,625 -0.8%
State Street
13
State Street
Massachusetts
$4.31M +$112K +5,276 +3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.87M +$2.62M +123,978 +419%
YAM
15
Yacktman Asset Management
Texas
$3.78M -$106K -5,000 -3%
American Century Companies
16
American Century Companies
Missouri
$3.67M +$358K +16,937 +13%
RR
17
Robotti Robert
$3.37M -$1.09M -51,530 -28%
MIM
18
Meixler Investment Management
Arizona
$3.2M -$55.3K -2,614 -2%
RAM
19
Redmond Asset Management
Virginia
$2.45M -$41.3K -1,950 -2%
Northern Trust
20
Northern Trust
Illinois
$2.16M +$187K +8,854 +12%
PCM
21
Perritt Capital Management
Illinois
$2.16M -$37.1K -1,752 -2%
BCM
22
Bridgeway Capital Management
Texas
$1.98M +$65K +3,072 +4%
TA
23
Teton Advisors
New York
$1.91M
Cerity Partners
24
Cerity Partners
New York
$1.87M +$1.57M +74,220 New
Los Angeles Capital Management
25
Los Angeles Capital Management
California
$1.71M

LEGH Hedge Fund Activity: Q4 2023 in Review

80 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2023, worth a combined $197M — up 39% from $141M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new LEGH positions and 6 closed out — a net gain of 5 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.62M. The largest seller was Robotti Robert, cutting an estimated $1.09M.

  • 80 institutional investors held Legacy Housing (LEGH) as of Q4 2023, up from 76 in Q3 2023.
  • Funds reported $197M of Legacy Housing stock for Q4 2023, up 39% quarter-over-quarter.
  • 11 funds opened new Legacy Housing positions in Q4 2023 and 6 closed out, a net change of +5 holders.
  • The largest Legacy Housing buyer in Q4 2023 was Royal Bank of Canada, an estimated $2.62M added.
  • The largest Legacy Housing seller in Q4 2023 was Robotti Robert, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2023.