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Cavco Industries

258 hedge funds and large institutions have $2.79B invested in Cavco Industries in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 111 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $1.07M

33% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 30

27% more capital invested

Capital invested by funds: $2.2B → $2.79B (+$589M)

2% more funds holding

Funds holding: 253258 (+5)

1.28% more ownership

Funds ownership: 95.27%96.55% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

40% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 111

Holders
258
Holders Change
+5
Holders Change %
+1.98%
% of All Funds
3.76%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
40
Increased
67
Reduced
111
Closed
30
Calls
$3.15M
Puts
$1.07M
Net Calls
+$2.08M
Net Calls Change
-$258K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$446M -$1.31M -4,598 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$276M -$13.5M -47,285 -6%
Capital World Investors
3
Capital World Investors
California
$204M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$142M -$324K -1,138 -0.3%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$137M -$501K -1,759 -0.4%
State Street
6
State Street
Massachusetts
$118M +$3.22M +11,296 +3%
BBCM
7
Broad Bay Capital Management
New York
$107M -$15.1M -52,861 -15%
American Century Companies
8
American Century Companies
Missouri
$77.4M +$4.34M +15,241 +7%
GKIM
9
GW&K Investment Management
Massachusetts
$72.8M -$2.35M -8,231 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$68.1M +$1.67M +5,867 +3%
BTW
11
Boston Trust Walden
Massachusetts
$67.9M +$7.72M +27,087 +16%
Invesco
12
Invesco
Georgia
$59.7M -$704K -2,469 -1%
Pacer Advisors
13
Pacer Advisors
Pennsylvania
$58.8M +$13.3M +46,726 +38%
GI
14
GAMCO Investors
Connecticut
$57.4M -$4.53M -15,880 -9%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$45.2M -$1.81M -6,351 -5%
Morgan Stanley
16
Morgan Stanley
New York
$44M +$20.6M +72,438 +133%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$38.5M +$139K +488 +0.4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$38.3M -$3.78M -13,267 -11%
Charles Schwab
19
Charles Schwab
California
$34M +$63.8K +224 +0.2%
Northern Trust
20
Northern Trust
Illinois
$32.6M -$1.3M -4,564 -5%
Handelsbanken Fonder
21
Handelsbanken Fonder
Sweden
$32.1M -$2.68M -9,400 -9%
GF
22
Gabelli Funds
New York
$30.8M -$2.33M -8,190 -8%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$27M +$12.4M +43,472 +126%
Fisher Asset Management
24
Fisher Asset Management
Washington
$22.4M -$1.32M -4,640 -7%
Ameriprise
25
Ameriprise
Minnesota
$21.1M -$42.5K -149 -0.2%

CVCO Hedge Fund Activity: Q4 2023 in Review

258 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q4 2023, worth a combined $2.79B — up 27% from $2.2B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new CVCO positions and 30 closed out — a net gain of 10 holders — while 67 added to existing stakes and 111 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $20.6M. The largest seller was T. Rowe Price Investment Management, exiting entirely with an estimated $36.2M sold.

  • 258 institutional investors held Cavco Industries (CVCO) as of Q4 2023, up from 253 in Q3 2023.
  • Funds reported $2.79B of Cavco Industries stock for Q4 2023, up 27% quarter-over-quarter.
  • 40 funds opened new Cavco Industries positions in Q4 2023 and 30 closed out, a net change of +10 holders.
  • The largest Cavco Industries buyer in Q4 2023 was Morgan Stanley, an estimated $20.6M added.
  • The largest Cavco Industries seller in Q4 2023 was T. Rowe Price Investment Management, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2023.