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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
BlackRock
1
BlackRock
New York
$390M +$1.16M +4,023 +0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$249M -$6.16M -21,435 -2%
Capital World Investors
3
Capital World Investors
California
$174M +$5.23M +18,200 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$120M +$34.4M +119,717 +42%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$120M +$1.99M +6,936 +2%
BBCM
6
Broad Bay Capital Management
New York
$106M -$608K -2,114 -0.6%
State Street
7
State Street
Massachusetts
$98.6M +$3.06M +10,653 +3%
GKIM
8
GW&K Investment Management
Massachusetts
$66.9M -$929K -3,231 -1%
Invesco
9
Invesco
Georgia
$56.8M -$2.66M -9,239 -5%
GI
10
GAMCO Investors
Connecticut
$55.9M -$6.2M -21,577 -10%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$54.2M +$1.79M +6,219 +4%
American Century Companies
12
American Century Companies
Missouri
$52.1M +$8.9M +30,960 +21%
BTW
13
Boston Trust Walden
Massachusetts
$47.9M -$19.9M -69,127 -30%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$40.2M -$1.24M -4,322 -3%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$37.3M -$3.05M -10,607 -8%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$36M -$3.5M -12,168 -9%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$32.3M +$1.24M +4,318 +4%
Handelsbanken Fonder
18
Handelsbanken Fonder
Sweden
$30.1M -$2.87M -10,000 -9%
GF
19
Gabelli Funds
New York
$29.4M -$1.87M -6,500 -6%
Northern Trust
20
Northern Trust
Illinois
$29M +$1.34M +4,663 +5%
Charles Schwab
21
Charles Schwab
California
$27.4M +$73K +254 +0.3%
Pacer Advisors
22
Pacer Advisors
Pennsylvania
$21.8M +$3.62M +12,606 +21%
NPIC
23
Neumeier Poma Investment Counsel
California
$21.3M -$977K -3,400 -4%
Norges Bank
24
Norges Bank
Norway
$21.3M -$829K -2,883 -4%
Fisher Asset Management
25
Fisher Asset Management
Washington
$20.5M -$177K -617 -0.9%

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.