We are live on ! Find out more
LGIH icon

LGI Homes

207 hedge funds and large institutions have $2.51B invested in LGI Homes in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 70 increasing their positions, 75 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $19.1M | Put options by funds: $11.7M

30% more capital invested

Capital invested by funds: $1.93B → $2.51B (+$578M)

0.29% more ownership

Funds ownership: 93.92%94.21% (+0.29%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

7% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 75

1% less funds holding

Funds holding: 210207 (-3)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
207
Holders Change
-3
Holders Change %
-1.43%
% of All Funds
3.3%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
27
Increased
70
Reduced
75
Closed
27
Calls
$19.1M
Puts
$11.7M
Net Calls
+$7.44M
Net Calls Change
+$5.05M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
176
Rise Advisors
New York
$20.5K -$9.66K -89 -33%
CFGS
177
Concourse Financial Group Securities
Alabama
$19.7K -$109 -1 -0.6%
FDCDDQ
178
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.6K -$9.01K -83 -36%
Nomura Asset Management
179
Nomura Asset Management
Japan
$14.8K
KTC
180
Kistler-Tiffany Companies
Pennsylvania
$13.2K
S
181
SignatureFD
Georgia
$11.9K +$3.26K +30 +41%
SS
182
Sunbelt Securities
Texas
$11K +$10.9K +100 New
PFBT
183
Parkside Financial Bank & Trust
Missouri
$8.67K +$5.43K +50 +192%
EWA
184
EverSource Wealth Advisors
Alabama
$7.3K +$6.95K +64 New
YDMI
185
Y.D. More Investments
Israel
$6.33K +$6.08K +56 New
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$6.27K +$5.97K +55 New
TFA
187
Toth Financial Advisory
Virginia
$5.7K
TWA
188
TCI Wealth Advisors
Arizona
$4.33K
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$4.22K
PTC
190
Private Trust Company
Ohio
$3.88K
VFA
191
Values First Advisors
Tennessee
$3.01K +$2.82K +26 New
JWA
192
JFS Wealth Advisors
Pennsylvania
$2.96K +$868 +8 +44%
SC
193
Schubert & Co
Texas
$2.05K +$326 +3 +20%
SFG
194
Steward Financial Group
Texas
$2K +$2.17K +20 +500%
PA
195
Parallel Advisors
California
$1.94K +$1.52K +14 +467%
FMII
196
Farmers & Merchants Investments Inc
Nebraska
$1.6K
AF
197
Allworth Financial
California
$1.25K
CAL
198
Capital Advisors Ltd
Ohio
$1K
JIR
199
James Investment Research
Ohio
$1K
BTI
200
Blue Trust Inc
Georgia
$1K +$651 +6 +150%

LGIH Hedge Fund Activity: Q1 2023 in Review

207 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in LGI Homes (LGIH) for Q1 2023, worth a combined $2.51B — up 30% from $1.93B a quarter earlier.

Fund positioning in LGIH was balanced in Q1 2023: 27 funds opened new positions, 27 closed out, 70 added to existing stakes and 75 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $34.6M. The largest seller was Capital International Investors, exiting entirely with an estimated $55.1M sold.

  • 207 institutional investors held LGI Homes (LGIH) as of Q1 2023, down from 210 in Q4 2022.
  • Funds reported $2.51B of LGI Homes stock for Q1 2023, up 30% quarter-over-quarter.
  • 27 funds opened new LGI Homes positions in Q1 2023 and 27 closed out, a net change of 0 holders.
  • The largest LGI Homes buyer in Q1 2023 was Citadel Advisors, an estimated $34.6M added.
  • The largest LGI Homes seller in Q1 2023 was Capital International Investors, an estimated $55.1M sold.

Based on aggregated 13F filings for Q1 2023.