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Cavco Industries

180 hedge funds and large institutions have $996M invested in Cavco Industries in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 55 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $2.79M | Put options by funds: $1.56M

38% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 55

1.03% less ownership

Funds ownership: 94.22%93.19% (-1%)

6% less funds holding

Funds holding: 192180 (-12)

9% less capital invested

Capital invested by funds: $1.1B → $996M (-$99.7M)

38% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 32

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
180
Holders Change
-12
Holders Change %
-6.25%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
76
Reduced
55
Closed
32
Calls
$2.79M
Puts
$1.56M
Net Calls
+$1.22M
Net Calls Change
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$25K +$15.2K +111 New
ASN
152
Advisory Services Network
Georgia
$18K -$1.37K -10 -6%
PHK
153
Point72 Hong Kong
Hong Kong
$16K +$8.34K +61 +84%
PCG
154
Private Capital Group
Connecticut
$15K -$410 -3 -2%
SWA
155
Sutton Wealth Advisors
Florida
$12.5K
AAM
156
Advisors Asset Management
Colorado
$10K -$820 -6 -6%
EWM
157
Executive Wealth Management
Michigan
$10K
LF
158
Lee Financial
Texas
$8K
FHB
159
First Hawaiian Bank
Hawaii
$7K -$2.87K -21 -26%
SIAS
160
Shine Investment Advisory Services
Colorado
$6K
MNBTD
161
Moody National Bank Trust Division
Texas
$6K +$6.97K +51 New
FHA
162
First Horizon Advisors
Tennessee
$6K +$7.38K +54 New
DBT
163
Dubuque Bank & Trust
Iowa
$5K
Federated Hermes
164
Federated Hermes
Pennsylvania
$4K -$410 -3 -8%
CFGS
165
Concourse Financial Group Securities
Alabama
$4K
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$4K
VCM
167
Versant Capital Management
Arizona
$3K -$6.7K -49 -64%
LWA
168
Lenox Wealth Advisors
New York
$3K +$3.01K +22 New
FNC
169
First National Corp
Massachusetts
$3K +$3.42K +25 New
FRA
170
Front Row Advisors
California
$2K
WEC
171
Winslow Evans & Crocker
Massachusetts
$2K +$820 +6 New
GAM
172
Gemmer Asset Management
California
$2K +$2.73K +20 New
RCAG
173
Rehmann Capital Advisory Group
Michigan
$1.65K
WAM
174
Wealthspire Advisors (Maryland)
Maryland
$1K
HGWM
175
Harvest Group Wealth Management
Massachusetts
$1K +$957 +7 New

CVCO Hedge Fund Activity: Q1 2019 in Review

180 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q1 2019, worth a combined $996M — down 9.1% from $1.1B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of CVCO and 20 opened new positions — a net loss of 12 holders — while 55 trimmed existing stakes and 76 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $34M. The largest seller was Ameriprise, cutting an estimated $29.1M.

  • 180 institutional investors held Cavco Industries (CVCO) as of Q1 2019, down from 192 in Q4 2018.
  • Funds reported $996M of Cavco Industries stock for Q1 2019, down 9.1% quarter-over-quarter.
  • 20 funds opened new Cavco Industries positions in Q1 2019 and 32 closed out, a net change of -12 holders.
  • The largest Cavco Industries buyer in Q1 2019 was T. Rowe Price Associates, an estimated $34M added.
  • The largest Cavco Industries seller in Q1 2019 was Ameriprise, an estimated $29.1M sold.

Based on aggregated 13F filings for Q1 2019.