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LGI Homes

150 hedge funds and large institutions have $530M invested in LGI Homes in 2016 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $6.78M | Put options by funds: $2.55M

86.67% more ownership

Funds ownership: 0%86.67% (+87%)

37% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 43

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

9% less funds holding

Funds holding: 164150 (-14)

15% less capital invested

Capital invested by funds: $621M → $530M (-$91.3M)

37% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 30

Holders
150
Holders Change
-14
Holders Change %
-8.54%
% of All Funds
3.75%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
19
Increased
59
Reduced
43
Closed
30
Calls
$6.78M
Puts
$2.55M
Net Calls
+$4.23M
Net Calls Change
+$5.87M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
76
Teachers Advisors
New York
$778K +$23.5K +746 +3%
Swiss National Bank
77
Swiss National Bank
Switzerland
$729K
Canada Life
78
Canada Life
Manitoba, Canada
$659K
USGIU
79
U.S. Global Investors (USGI)
Texas
$603K +$661K +21,000 New
RhumbLine Advisers
80
RhumbLine Advisers
Massachusetts
$601K +$11.6K +367 +2%
MERSOM
81
Municipal Employees' Retirement System of Michigan
Michigan
$594K +$2.2K +70 +0.3%
Citigroup
82
Citigroup
New York
$588K +$624K +19,828 +3,113%
Comerica Bank
83
Comerica Bank
Texas
$554K +$33.3K +1,057 +6%
Barclays
84
Barclays
United Kingdom
$530K +$523K +16,614 +902%
AllianceBernstein
85
AllianceBernstein
Tennessee
$471K
KeyBank National Association
86
KeyBank National Association
Ohio
$467K
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$446K +$285K +9,065 +140%
NA
88
Navellier & Associates
Nevada
$439K -$1.12M -35,718 -70%
SCM
89
Stevens Capital Management
Pennsylvania
$438K +$480K +15,259 New
FFA
90
First Foundation Advisors
California
$431K
LFAS
91
Level Four Advisory Services
Texas
$424K +$465K +14,775 New
Bank of America
92
Bank of America
North Carolina
$410K +$171K +5,433 +61%
CFP
93
Cornerstone Financial Partners
North Carolina
$400K +$442K +14,034 New
State of Tennessee, Department of Treasury
94
State of Tennessee, Department of Treasury
Tennessee
$385K
PPA
95
Parametric Portfolio Associates
Washington
$374K -$1.06M -33,677 -72%
AFG
96
Albion Financial Group
Utah
$373K -$258K -8,189 -39%
TPSF
97
Texas Permanent School Fund
Texas
$357K -$12.4K -394 -3%
RJFSA
98
Raymond James Financial Services Advisors
Florida
$352K -$1.63M -51,720 -81%
New York State Teachers Retirement System (NYSTRS)
99
New York State Teachers Retirement System (NYSTRS)
New York
$351K +$47.2K +1,500 +14%
Public Sector Pension Investment Board (PSP Investments)
100
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$342K

LGIH Hedge Fund Activity: Q4 2016 in Review

150 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in LGI Homes (LGIH) for Q4 2016, worth a combined $530M — down 15% from $621M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of LGIH and 19 opened new positions — a net loss of 11 holders — while 43 trimmed existing stakes and 59 added.

The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $19M. The largest seller was Allianz Asset Management, cutting an estimated $4.27M.

  • 150 institutional investors held LGI Homes (LGIH) as of Q4 2016, down from 164 in Q3 2016.
  • Funds reported $530M of LGI Homes stock for Q4 2016, down 15% quarter-over-quarter.
  • 19 funds opened new LGI Homes positions in Q4 2016 and 30 closed out, a net change of -11 holders.
  • The largest LGI Homes buyer in Q4 2016 was Neumeier Poma Investment Counsel, an estimated $19M added.
  • The largest LGI Homes seller in Q4 2016 was Allianz Asset Management, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2016.