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Cavco Industries

253 hedge funds and large institutions have $2.46B invested in Cavco Industries in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 87 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

414% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $2.1M

0.33% more ownership

Funds ownership: 95.88%96.21% (+0.33%)

8% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 38

2% less funds holding

Funds holding: 259253 (-6)

7% less capital invested

Capital invested by funds: $2.64B → $2.46B (-$173M)

13% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 100

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
253
Holders Change
-6
Holders Change %
-2.32%
% of All Funds
3.97%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
35
Increased
87
Reduced
100
Closed
38
Calls
$10.8M
Puts
$2.1M
Net Calls
+$8.67M
Net Calls Change
+$6.45M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
226
EverSource Wealth Advisors
Alabama
$5.01K
VCM
227
Vigilant Capital Management
Maine
$5K
AF
228
Allworth Financial
California
$3.25K
FCAG
229
First Capital Advisors Group
New Jersey
$2.65K +$2.59K +9 New
Bessemer Group
230
Bessemer Group
New Jersey
$2K +$2.01K +7 New
TAM
231
Tucker Asset Management
Colorado
$1.77K -$14.4K -50 -89%
FMII
232
Farmers & Merchants Investments Inc
Nebraska
$1.77K
PCA
233
Providence Capital Advisors
North Carolina
$1.77K
CPG
234
Cornerstone Planning Group
New Jersey
$1.77K +$1.73K +6 New
LFG
235
Larson Financial Group
Missouri
$1.48K
IA
236
IFP Advisors
Florida
$1.48K +$1.44K +5 New
JWA
237
JFS Wealth Advisors
Pennsylvania
$1.18K -$575 -2 -33%
BBPWM
238
Blue Bell Private Wealth Management
Pennsylvania
$1.18K
National Bank of Canada
239
National Bank of Canada
Quebec, Canada
$1.18K
CAL
240
Capital Advisors Ltd
Ohio
$1K
CAM
241
ClariVest Asset Management
California
$1K
HNB
242
Huntington National Bank
Ohio
$885 -$10.9K -38 -93%
SIC
243
SJS Investment Consulting
Ohio
$885 -$287 -1 -25%
VCM
244
Versant Capital Management
Arizona
$885 +$575 +2 +200%
GRP
245
Global Retirement Partners
California
$590
DI
246
Disciplined Investments
Oklahoma
$590 +$287 +1 +100%
CFD
247
Creative Financial Designs
Indiana
$590 +$575 +2 New
AF
248
Advisornet Financial
Minnesota
$295 -$287 -1 -50%
PA
249
Parallel Advisors
California
$295
AWM
250
Abound Wealth Management
Tennessee
$295 +$287 +1 New

CVCO Hedge Fund Activity: Q2 2023 in Review

253 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q2 2023, worth a combined $2.46B — down 6.6% from $2.64B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of CVCO and 35 opened new positions — a net loss of 3 holders — while 100 trimmed existing stakes and 87 added.

The largest buyer was Wellington Management Group, adding an estimated $34.4M. The largest seller was Boston Trust Walden, cutting an estimated $19.9M.

  • 253 institutional investors held Cavco Industries (CVCO) as of Q2 2023, down from 259 in Q1 2023.
  • Funds reported $2.46B of Cavco Industries stock for Q2 2023, down 6.6% quarter-over-quarter.
  • 35 funds opened new Cavco Industries positions in Q2 2023 and 38 closed out, a net change of -3 holders.
  • The largest Cavco Industries buyer in Q2 2023 was Wellington Management Group, an estimated $34.4M added.
  • The largest Cavco Industries seller in Q2 2023 was Boston Trust Walden, an estimated $19.9M sold.

Based on aggregated 13F filings for Q2 2023.