Legacy Reserves
LGCY • XASE
Legacy Reserves is a services-educational services company on XASE, with a market cap of $129.4M. As of Q3 2025, 29% of shares are held by 40 institutional investors, with ROYCE & ASSOCIATES LLC as the largest holder at 6.76%.
Overview
Overview of institutional ownership in LGCY as of Q3 2025 with a market cap of $120.2M
All Institutions
- Institutions
- 40
- Value Held
- $35.3M
- Shares Held
- 3.7M
- Avg Position
- $882.4K
- Median Position
- $228.6K
Hedge Funds
- Hedge Funds
- 6
- Value Held
- $5.5M
- Shares Held
- 578.9K
- Avg Position
- $923.4K
- Median Position
- $472.3K
Ownership Breakdown
Based on market cap of $120.2M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.
Biggest Investors
Institutions with the largest positions in LGCY as of Q3 2025
| Institution | Position Value |
|---|---|
R ROYCE & ASSOCIATES LLC Institution | $8.1M 0.08% of portfolio |
 KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager | $5.7M 0.13% of portfolio |
 BARD ASSOCIATES INC RIA/Wealth | $4.4M 1.16% of portfolio |
 VANGUARD GROUP INC Institution | $4.0M 0.00% of portfolio |
 SG Capital Management LLC Hedge Fund•Event Driven | $2.3M 0.23% of portfolio |
T Truffle Hound Capital, LLC Hedge Fund•Long/Short | $1.9M 1.54% of portfolio |
 PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | $1.6M 0.09% of portfolio |
 WHITE PINE CAPITAL LLC RIA/Wealth | $788.3K 0.23% of portfolio |
 GEODE CAPITAL MANAGEMENT LLC ETF Provider | $756.1K 0.00% of portfolio |
R Russell Investments Group, Ltd. RIA/Wealth | $667.0K 0.00% of portfolio |
Net Capital Flow
Institutional buying and selling activity for LGCY in Q3 2025
- Traded
- +$5.9M
- Buyers
- 24
- Sellers
- 16
- Total Bought
- +$10.0M
- Total Sold
- −$4.1M
- Avg Position
- $820.8K
Biggest Buyers
| Institution | Net Bought |
|---|---|
VANGUARD GROUP INC Institution | +$3.2M +329.7K shares |
SG Capital Management LLC Hedge Fund•Event Driven | +$2.3M +235.2K shares |
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager | +$1.8M +190.5K shares |
GEODE CAPITAL MANAGEMENT LLC ETF Provider | +$485.8K +50.8K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | +$351.3K +36.7K shares |
 GOLDMAN SACHS GROUP INC Institution | +$307.4K +32.1K shares |
 Marshall Wace LLP Institution | +$262.2K +27.4K shares |
 STATE STREET CORP Institution | +$248.3K +25.9K shares |
J JANE STREET GROUP, LLC Institution | +$217.9K +22.8K shares |
 CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | +$191.4K +20.0K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R Russell Investments Group, Ltd. RIA/Wealth | −$1.1M −112.4K shares |
 EAM Investors, LLC Long Only Manager | −$865.3K −77.4K shares |
M Manatuck Hill Partners, LLC Hedge Fund•Long/Short | −$530.2K −55.4K shares |
 Robeco Investment Management, Inc. Long Only Manager | −$302.9K −31.7K shares |
 Polar Securities Inc. Hedge Fund•Multi-Strategy | −$272.1K −28.4K shares |
BARD ASSOCIATES INC RIA/Wealth | −$267.3K −27.9K shares |
 ACADIAN ASSET MANAGEMENT LLC Long Only Manager | −$184.8K −19.3K shares |
R ROYCE & ASSOCIATES LLC Institution | −$181.8K −19.0K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$115.8K −12.1K shares |
 MORGAN STANLEY RIA/Wealth | −$113.0K −11.8K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited LGCY in Q3 2025
- New Positions
- 12
- New Value
- $4.0M
- Exited Positions
- 3
- Exited Value
- $906.6K
New Positions
| Institution | Position Value |
|---|---|
SG Capital Management LLC Hedge Fund•Event Driven | $2.3M 235.2K shares |
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | $351.3K 36.7K shares |
Marshall Wace LLP Institution | $262.2K 27.4K shares |
STATE STREET CORP Institution | $248.3K 25.9K shares |
J JANE STREET GROUP, LLC Institution | $217.9K 22.8K shares |
CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $191.4K 20.0K shares |
 NORTHERN TRUST CORP Institution | $173.9K 18.2K shares |
B BRIDGEWAY CAPITAL MANAGEMENT INC Long Only Manager | $143.6K 15.0K shares |
X XTX Topco Ltd Institution | $103.4K 10.8K shares |
A Avanza Fonder AB Institution | $48.2K 5.0K shares |
Exited Positions
| Institution | Previous Position |
|---|---|
EAM Investors, LLC Long Only Manager | $865.3K 77.4K shares |
 Global Retirement Partners, LLC RIA/Wealth | $33.4K 3.0K shares |
A Advisor Group Holdings, Inc. Institution | $7.8K 700.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in LGCY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with LGCY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
T Truffle Hound Capital, LLC Hedge Fund•Long/Short | 1.54% $1.9M |
BARD ASSOCIATES INC RIA/Wealth | 1.16% $4.4M |
WHITE PINE CAPITAL LLC RIA/Wealth | 0.23% $788.3K |
SG Capital Management LLC Hedge Fund•Event Driven | 0.23% $2.3M |
M Manatuck Hill Partners, LLC Hedge Fund•Long/Short | 0.15% $426.8K |
KENNEDY CAPITAL MANAGEMENT, INC. Long Only Manager | 0.13% $5.7M |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager | 0.09% $1.6M |
R ROYCE & ASSOCIATES LLC Institution | 0.08% $8.1M |
 Orin Green Financial, LLC RIA/Wealth | 0.04% $95.7K |
CORSAIR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | 0.03% $191.4K |
Hedge Fund Spotlight
Discover hedge funds investing in LGCY
T
Truffle Hound Capital, LLC
Hedge Fund • Long/Short
Portfolio ManagerStephen Raymond Bauer
- Portfolio Value
- $124.6M
- Positions
- 38
- Last Reported
- Q3 2025
Sector Allocation
Position in Legacy Reserves
- Market Value
- $1.9M
- Shares Held
- 200.0K
- Portfolio Weight
- 1.54%
- Owned Since
- 2025-Q2
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Unknown Unknown | $11.9M | 9.59% | |
ETF ETF | $11.3M | 9.04% | |
Software - Infrastructure Technology | $7.6M | 6.07% |
