Cavco Industries
CVCO
359 hedge funds and large institutions have $4.74B invested in Cavco Industries in 2026 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 140 increasing their positions, 114 reducing their positions, and 37 closing their positions.
671% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $2.52M
54% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 37
25% more capital invested
Capital invested by funds: $3.8B → $4.74B (+$940M)
23% more repeat investments, than reductions
Existing positions increased: 140 | Existing positions reduced: 114
4% more funds holding
Funds holding: 344 → 359 (+15)
1.04% less ownership
Funds ownership: 101.1% → 100.05% (-1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$36.1M |
| 2 |
BlackRock
New York
|
+$26.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.6M |
| 4 |
DFO
Duquesne Family Office
New York
|
+$21M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$46.9M |
| 2 |
BBCM
Broad Bay Capital Management
New York
|
-$40.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38.6M |
| 4 |
SC
Samlyn Capital
New York
|
-$33.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.8M |
CVCO Hedge Fund Activity: Q2 2026 in Review
359 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q2 2026, worth a combined $4.74B — up 25% from $3.8B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new CVCO positions and 37 closed out — a net gain of 20 holders — while 140 added to existing stakes and 114 trimmed.
The largest buyer was Marshall Wace, adding an estimated $36.1M. The largest seller was Capital World Investors, cutting an estimated $46.9M.
- 359 institutional investors held Cavco Industries (CVCO) as of Q2 2026, up from 344 in Q1 2026.
- Funds reported $4.74B of Cavco Industries stock for Q2 2026, up 25% quarter-over-quarter.
- 57 funds opened new Cavco Industries positions in Q2 2026 and 37 closed out, a net change of +20 holders.
- The largest Cavco Industries buyer in Q2 2026 was Marshall Wace, an estimated $36.1M added.
- The largest Cavco Industries seller in Q2 2026 was Capital World Investors, an estimated $46.9M sold.
Based on aggregated 13F filings for Q2 2026.