We are live on ! Find out more
CVCO icon

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
Osaic Holdings
176
Osaic Holdings
Arizona
$296K -$19.5K -68 -6%
VI
177
Versor Investments
New York
$291K -$62.1K -216 -18%
HPCM
178
Hunter Perkins Capital Management
Illinois
$290K -$57.5K -200 -17%
Bank of Montreal
179
Bank of Montreal
Ontario, Canada
$290K -$71K -247 -20%
MWM
180
Moran Wealth Management
Florida
$285K +$278K +966 New
Lazard Asset Management
181
Lazard Asset Management
New York
$284K -$505K -1,755 -65%
PFO
182
Pathstone Family Office
New Jersey
$282K -$246K -857 -48%
TRCT
183
Tower Research Capital (TRC)
New York
$280K +$187K +649 +216%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$270K +$24.4K +85 +10%
PCM
185
Penserra Capital Management
California
$260K -$62.4K -217 -20%
Zurich Cantonal Bank
186
Zurich Cantonal Bank
Switzerland
$256K +$116K +405 +88%
PAMS
187
Pictet Asset Management (Switzerland)
Switzerland
$253K -$38.5K -134 -14%
QT
188
Quantamental Technologies
New York
$244K +$237K +826 New
GC
189
Guidance Capital
Kentucky
$239K +$234K +815 New
LAM
190
Lakewood Asset Management
Illinois
$236K +$10.3K +36 +5%
Vontobel Holding
191
Vontobel Holding
Switzerland
$233K +$227K +790 New
CCIA
192
Cherry Creek Investment Advisors
Colorado
$231K +$26.2K +91 +13%
RJFSA
193
Raymond James Financial Services Advisors
Florida
$218K -$7.47K -26 -3%
TCPG
194
Trivant Custom Portfolio Group
California
$217K -$33.3K -116 -14%
TI
195
Tidal Investments
Wisconsin
$215K -$133K -462 -39%
VPIM
196
Vanguard Personalized Indexing Management
California
$214K -$36.5K -127 -15%
VI
197
Vestcor Inc
New Brunswick, Canada
$214K
CAPTRUST Financial Advisors
198
CAPTRUST Financial Advisors
North Carolina
$211K +$575 +2 +0.3%
PNC Financial Services Group
199
PNC Financial Services Group
Pennsylvania
$211K +$4.89K +17 +2%
AIP
200
Ameritas Investment Partners
Nebraska
$209K

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.