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Century Communities

216 hedge funds and large institutions have $2.17B invested in Century Communities in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 72 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

68% more call options, than puts

Call options by funds: $3.83M | Put options by funds: $2.28M

54% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 24

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

18% more capital invested

Capital invested by funds: $1.84B → $2.17B (+$332M)

6% more funds holding

Funds holding: 203216 (+13)

9% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 79

1.93% less ownership

Funds ownership: 90.72%88.8% (-1.9%)

Holders
216
Holders Change
+13
Holders Change %
+6.4%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
37
Increased
72
Reduced
79
Closed
24
Calls
$3.83M
Puts
$2.28M
Net Calls
+$1.55M
Net Calls Change
-$888K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$17.1M -$3.05M -45,630 -17%
HA
27
Heartland Advisors
Wisconsin
$16.9M -$4.3M -64,304 -23%
DCM
28
Driehaus Capital Management
Illinois
$15.7M +$496K +7,412 +4%
PCM
29
Peregrine Capital Management
Minnesota
$15.6M -$564K -8,424 -4%
Franklin Resources
30
Franklin Resources
California
$15.5M -$602 -9 -0%
Principal Financial Group
31
Principal Financial Group
Iowa
$12.7M -$600K -8,972 -5%
Point72 Asset Management
32
Point72 Asset Management
Connecticut
$12.2M +$7.98M +119,319 +298%
Bank of America
33
Bank of America
North Carolina
$10.1M -$5.32M -79,529 -38%
PI
34
Putnam Investments
Massachusetts
$9.03M +$4.52M +67,563 +134%
BGIM
35
Brandywine Global Investment Management
Pennsylvania
$8.66M +$5.08K +76 +0.1%
Balyasny Asset Management
36
Balyasny Asset Management
Illinois
$7.72M +$6.74M +100,783 New
Hotchkis & Wiley Capital Management
37
Hotchkis & Wiley Capital Management
California
$7.7M -$896K -13,390 -12%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$7.36M -$74.9K -1,120 -1%
KCM
39
Kennedy Capital Management
Missouri
$6.74M -$119K -1,775 -2%
First Eagle Investment Management
40
First Eagle Investment Management
New York
$6.67M -$375K -5,600 -6%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$6.67M -$1.45M -21,674 -20%
Norges Bank
42
Norges Bank
Norway
$6.6M
GLA
43
Great Lakes Advisors
Illinois
$6.54M +$65.2K +974 +1%
N
44
Nuveen
North Carolina
$6.53M -$27.9K -417 -0.5%
Legal & General Group
45
Legal & General Group
United Kingdom
$6.31M +$8.03K +120 +0.1%
RA
46
Royce & Associates
New York
$6.03M -$870K -13,000 -14%
CAM
47
Crown Advisors Management
California
$5.75M
Prudential Financial
48
Prudential Financial
New Jersey
$5.7M +$312K +4,661 +7%
SEI Investments
49
SEI Investments
Pennsylvania
$5.45M +$67.7K +1,012 +1%
Allianz Asset Management
50
Allianz Asset Management
Germany
$5.33M +$234K +3,500 +5%

CCS Hedge Fund Activity: Q2 2023 in Review

216 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Century Communities (CCS) for Q2 2023, worth a combined $2.17B — up 18% from $1.84B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CCS positions and 24 closed out — a net gain of 13 holders — while 72 added to existing stakes and 79 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $11.2M. The largest seller was Westwood Holdings Group, cutting an estimated $35.9M.

  • 216 institutional investors held Century Communities (CCS) as of Q2 2023, up from 203 in Q1 2023.
  • Funds reported $2.17B of Century Communities stock for Q2 2023, up 18% quarter-over-quarter.
  • 37 funds opened new Century Communities positions in Q2 2023 and 24 closed out, a net change of +13 holders.
  • The largest Century Communities buyer in Q2 2023 was Arrowstreet Capital, an estimated $11.2M added.
  • The largest Century Communities seller in Q2 2023 was Westwood Holdings Group, an estimated $35.9M sold.

Based on aggregated 13F filings for Q2 2023.