Legacy Housing
LEGH
82 hedge funds and large institutions have $183M invested in Legacy Housing in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 29 reducing their positions, and 10 closing their positions.
1,776% more call options, than puts
Call options by funds: $8.2M | Put options by funds: $437K
139% more capital inflows, than outflows
Capital inflows: $27.9M | Capital outflows: $11.6M
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2.8% more ownership
Funds ownership: 31.94% → 34.74% (+2.8%)
3% more funds holding
Funds holding: 80 → 82 (+2)
7% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 29
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Advisory Research
Chicago,
Illinois
|
+$8.12M |
| 2 |
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
+$5.64M |
| 3 |
Cerity Partners
New York
|
+$2.55M |
| 4 |
Shell Asset Management
The Hague,
Netherlands
|
+$1.89M |
| 5 |
SG Capital Management
Chicago,
Illinois
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Voss Capital
Houston,
Texas
|
-$3.11M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.36M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.15M |
| 4 |
Cornercap Investment Counsel
Atlanta,
Georgia
|
-$511K |
| 5 |
Squarepoint
New York
|
-$486K |
LEGH Hedge Fund Activity: Q1 2024 in Review
82 of the 6,967 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2024, worth a combined $183M — down 7.1% from $196M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new LEGH positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 29 trimmed.
The largest buyer was Advisory Research, opening a new position worth an estimated $8.12M. The largest seller was Voss Capital, cutting an estimated $3.11M.
- 82 institutional investors held Legacy Housing (LEGH) as of Q1 2024, up from 80 in Q4 2023.
- Funds reported $183M of Legacy Housing stock for Q1 2024, down 7.1% quarter-over-quarter.
- 12 funds opened new Legacy Housing positions in Q1 2024 and 10 closed out, a net change of +2 holders.
- The largest Legacy Housing buyer in Q1 2024 was Advisory Research, an estimated $8.12M added.
- The largest Legacy Housing seller in Q1 2024 was Voss Capital, an estimated $3.11M sold.
Based on aggregated 13F filings for Q1 2024.