Legacy Housing
LEGH
102 hedge funds and large institutions have $190M invested in Legacy Housing in 2024 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 33 increasing their positions, 28 reducing their positions, and 10 closing their positions.
23,255% more call options, than puts
Call options by funds: $5.14M | Put options by funds: $22K
210% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 10
24% more funds holding
Funds holding: 82 → 102 (+20)
18% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 28
4% more capital invested
Capital invested by funds: $183M → $190M (+$7.68M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.63% less ownership
Funds ownership: 34.74% → 34.1% (-0.63%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.96M |
| 2 |
Millennium Management
New York
|
+$1.87M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.79M |
| 4 |
BlackRock
New York
|
+$1.04M |
| 5 |
P3I
Progeny 3 Inc
Kirkland,
Washington
|
+$978K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MRCM
Mill Road Capital Management
Greenwich,
Connecticut
|
-$6.05M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$3.41M |
| 3 |
Cerity Partners
New York
|
-$2.34M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$1.53M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$753K |
LEGH Hedge Fund Activity: Q2 2024 in Review
102 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q2 2024, worth a combined $190M — up 4.2% from $183M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new LEGH positions and 10 closed out — a net gain of 21 holders — while 33 added to existing stakes and 28 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $1.96M. The largest seller was Mill Road Capital Management, cutting an estimated $6.05M.
- 102 institutional investors held Legacy Housing (LEGH) as of Q2 2024, up from 82 in Q1 2024.
- Funds reported $190M of Legacy Housing stock for Q2 2024, up 4.2% quarter-over-quarter.
- 31 funds opened new Legacy Housing positions in Q2 2024 and 10 closed out, a net change of +21 holders.
- The largest Legacy Housing buyer in Q2 2024 was Dimensional Fund Advisors, an estimated $1.96M added.
- The largest Legacy Housing seller in Q2 2024 was Mill Road Capital Management, an estimated $6.05M sold.
Based on aggregated 13F filings for Q2 2024.