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Cavco Industries

253 hedge funds and large institutions have $2.2B invested in Cavco Industries in 2023 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 78 increasing their positions, 102 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more call options, than puts

Call options by funds: $4.89M | Put options by funds: $2.55M

12% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 33

0% more funds holding

Funds holding: 253253 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.94% less ownership

Funds ownership: 96.21%95.27% (-0.94%)

11% less capital invested

Capital invested by funds: $2.46B → $2.2B (-$264M)

24% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 102

Holders
253
Holders Change
Holders Change %
0%
% of All Funds
4.02%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
78
Reduced
102
Closed
33
Calls
$4.89M
Puts
$2.55M
Net Calls
+$2.34M
Net Calls Change
-$6.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$8K +$8.41K +30 New
FRA
227
Front Row Advisors
California
$7.7K +$280 +1 +4%
PFBT
228
Parkside Financial Bank & Trust
Missouri
$7.44K -$1.4K -5 -15%
CSPIA
229
Cary Street Partners Investment Advisory
Virginia
$6.91K
HCM
230
Hollencrest Capital Management
California
$6.64K
BAAM
231
Baker Avenue Asset Management
California
$6.64K +$7.01K +25 New
SFG
232
Steward Financial Group
Texas
$4K +$4.77K +17 New
EWA
233
EverSource Wealth Advisors
Alabama
$3.45K -$1.12K -4 -24%
CA
234
Clearstead Advisors
Ohio
$3.19K +$3.37K +12 New
MIA
235
Milestone Investment Advisors
Wisconsin
$2.66K +$2.8K +10 New
Bessemer Group
236
Bessemer Group
New Jersey
$2K +$561 +2 +29%
CPG
237
Cornerstone Planning Group
New Jersey
$1.59K
FMII
238
Farmers & Merchants Investments Inc
Nebraska
$1.59K
PCA
239
Providence Capital Advisors
North Carolina
$1.59K
LFG
240
Larson Financial Group
Missouri
$1.33K
PWA
241
Provenance Wealth Advisors
Florida
$1.33K +$1.4K +5 New
BBPWM
242
Blue Bell Private Wealth Management
Pennsylvania
$1.06K
PA
243
Parallel Advisors
California
$1.06K +$841 +3 +300%
CAL
244
Capital Advisors Ltd
Ohio
$1K
CAM
245
ClariVest Asset Management
California
$1K
JWA
246
JFS Wealth Advisors
Pennsylvania
$797 -$280 -1 -25%
SIC
247
SJS Investment Consulting
Ohio
$532 -$280 -1 -33%
CFD
248
Creative Financial Designs
Indiana
$531
AF
249
Advisornet Financial
Minnesota
$531 +$280 +1 +100%
LC
250
Lindbrook Capital
California
$531 +$561 +2 New

CVCO Hedge Fund Activity: Q3 2023 in Review

253 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q3 2023, worth a combined $2.2B — down 11% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new CVCO positions and 33 closed out — a net gain of 4 holders — while 78 added to existing stakes and 102 trimmed.

The largest buyer was Millennium Management, adding an estimated $15.5M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $15M sold.

  • 253 institutional investors held Cavco Industries (CVCO) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $2.2B of Cavco Industries stock for Q3 2023, down 11% quarter-over-quarter.
  • 37 funds opened new Cavco Industries positions in Q3 2023 and 33 closed out, a net change of +4 holders.
  • The largest Cavco Industries buyer in Q3 2023 was Millennium Management, an estimated $15.5M added.
  • The largest Cavco Industries seller in Q3 2023 was William Blair Investment Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2023.