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Legacy Housing

106 hedge funds and large institutions have $217M invested in Legacy Housing in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 46 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

405% more call options, than puts

Call options by funds: $111K | Put options by funds: $22K

84% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 25

0.62% more ownership

Funds ownership: 35.71%36.33% (+0.62%)

3% less funds holding

Funds holding: 109106 (-3)

9% less capital invested

Capital invested by funds: $237M → $217M (-$20.5M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
106
Holders Change
-3
Holders Change %
-2.75%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.01%
New
10
Increased
46
Reduced
25
Closed
13
Calls
$111K
Puts
$22K
Net Calls
+$89K
Net Calls Change
-$1.86M
Name Holding Trade Value Shares
Change
Change in
Stake
VC
1
Voss Capital
Texas
$22.9M +$1.92M +74,087 +9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$17.6M +$1.25M +48,268 +7%
GKIM
3
GW&K Investment Management
Massachusetts
$16.6M +$843K +32,602 +5%
PAIM
4
Punch & Associates Investment Management
Minnesota
$15.7M +$905K +35,012 +6%
BlackRock
5
BlackRock
New York
$15.7M -$708K -27,394 -4%
Vanguard Group
6
Vanguard Group
Pennsylvania
$15.4M +$2.09M +80,982 +15%
AR
7
Advisory Research
Illinois
$11.7M +$3.1M +120,000 +34%
Ameriprise
8
Ameriprise
Minnesota
$10.6M +$300K +11,612 +3%
RA
9
Royce & Associates
New York
$10.1M -$348K -13,441 -3%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.69M +$46.5K +1,800 +0.7%
State Street
11
State Street
Massachusetts
$5.4M +$282K +10,912 +5%
BA
12
Bard Associates
Illinois
$4.92M +$55.2K +2,134 +1%
RR
13
Robotti Robert
$3.16M +$1.03K +40 +0%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$3.16M +$272K +10,500 +9%
AC
15
AWH Capital
Texas
$2.98M -$3.33M -128,738 -52%
Cerity Partners
16
Cerity Partners
New York
$2.88M -$1.88M -72,857 -41%
American Century Companies
17
American Century Companies
Missouri
$2.78M -$112K -4,344 -4%
MIM
18
Meixler Investment Management
Arizona
$2.65M +$14K +541 +0.5%
Northern Trust
19
Northern Trust
Illinois
$2.5M +$119K +4,592 +5%
VIM
20
Villanova Investment Management
Pennsylvania
$2.37M +$346K +13,376 +16%
Charles Schwab
21
Charles Schwab
California
$2.24M -$20.5K -791 -0.9%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.14M +$92.3K +3,569 +4%
PCM
23
Perritt Capital Management
Illinois
$2.08M
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$2.02M +$762K +29,460 +56%
SAM
25
Shell Asset Management
Netherlands
$1.91M

LEGH Hedge Fund Activity: Q4 2024 in Review

106 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Legacy Housing (LEGH) for Q4 2024, worth a combined $217M — down 8.6% from $237M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of LEGH and 10 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 46 added.

The largest buyer was Advisory Research, adding an estimated $3.1M. The largest seller was AWH Capital, cutting an estimated $3.33M.

  • 106 institutional investors held Legacy Housing (LEGH) as of Q4 2024, down from 109 in Q3 2024.
  • Funds reported $217M of Legacy Housing stock for Q4 2024, down 8.6% quarter-over-quarter.
  • 10 funds opened new Legacy Housing positions in Q4 2024 and 13 closed out, a net change of -3 holders.
  • The largest Legacy Housing buyer in Q4 2024 was Advisory Research, an estimated $3.1M added.
  • The largest Legacy Housing seller in Q4 2024 was AWH Capital, an estimated $3.33M sold.

Based on aggregated 13F filings for Q4 2024.