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Legacy Housing

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.

New
Increased
Maintained
Reduced
Closed

1,776% more call options, than puts

Call options by funds: $8.2M | Put options by funds: $437K

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2.68% more ownership

Funds ownership: 32.06%34.74% (+2.7%)

3% more funds holding

Funds holding: 8082 (+2)

7% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 29

7% less capital invested

Capital invested by funds: $197M → $183M (-$14.6M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
82
Holders Change
+2
Holders Change %
+2.5%
% of All Funds
1.18%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
12
Increased
27
Reduced
29
Closed
10
Calls
$8.2M
Puts
$437K
Net Calls
+$7.76M
Net Calls Change
+$8.64M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1
Voss Capital
Texas
$15.1M -$3.11M -129,426 -16%
PAIM
2
Punch & Associates Investment Management
Minnesota
$13M -$268K -11,160 -2%
GKIM
3
GW&K Investment Management
Massachusetts
$12.6M -$302K -12,589 -2%
BlackRock
4
BlackRock
New York
$11.8M +$371K +15,447 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$11.2M +$1.55M +64,453 +14%
MRCM
6
Mill Road Capital Management
Connecticut
$11.1M +$352K +14,652 +3%
Vanguard Group
7
Vanguard Group
Pennsylvania
$9.5M +$528K +21,995 +5%
RA
8
Royce & Associates
New York
$9.23M
Ameriprise
9
Ameriprise
Minnesota
$9.2M +$594K +24,716 +6%
AR
10
Advisory Research
Illinois
$7.28M +$8.12M +338,355 New
AC
11
AWH Capital
Texas
$5.38M +$1.22M +50,849 +26%
PAMP
12
Polar Asset Management Partners
Ontario, Canada
$5.06M +$5.64M +235,000 New
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.48M +$243K +10,120 +5%
BA
14
Bard Associates
Illinois
$4.23M -$39.7K -1,655 -0.8%
Cerity Partners
15
Cerity Partners
New York
$3.88M +$2.55M +106,120 +143%
American Century Companies
16
American Century Companies
Missouri
$3.85M +$800K +33,317 +23%
State Street
17
State Street
Massachusetts
$3.82M +$163K +6,768 +4%
YAM
18
Yacktman Asset Management
Texas
$3.44M +$240K +10,000 +7%
RR
19
Robotti Robert
$2.78M -$108K -4,485 -3%
MIM
20
Meixler Investment Management
Arizona
$2.56M -$193K -8,021 -6%
RAM
21
Redmond Asset Management
Virginia
$2.04M -$56.6K -2,357 -2%
Northern Trust
22
Northern Trust
Illinois
$1.87M +$29.4K +1,226 +1%
PCM
23
Perritt Capital Management
Illinois
$1.82M -$26K -1,081 -1%
SAM
24
Shell Asset Management
Netherlands
$1.8M +$1.89M +78,610 New
BCM
25
Bridgeway Capital Management
Texas
$1.73M +$42.4K +1,767 +2%

LEGH Hedge Fund Activity: Q1 2024 in Review

82 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q1 2024, worth a combined $183M — down 7.4% from $197M 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 7.4% 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.