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Cavco Industries

263 hedge funds and large institutions have $3.22B invested in Cavco Industries in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 118 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 36 (+3)

21% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 28

16% more capital invested

Capital invested by funds: $2.79B → $3.22B (+$436M)

2% more funds holding

Funds holding: 258263 (+5)

0.23% more ownership

Funds ownership: 96.55%96.78% (+0.23%)

12% less call options, than puts

Call options by funds: $3.55M | Put options by funds: $4.03M

37% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 118

Holders
263
Holders Change
+5
Holders Change %
+1.94%
% of All Funds
3.79%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
34
Increased
74
Reduced
118
Closed
28
Calls
$3.55M
Puts
$4.03M
Net Calls
-$478K
Net Calls Change
-$2.56M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$508M -$4.95M -13,982 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$302M -$13.5M -38,109 -5%
Capital World Investors
3
Capital World Investors
California
$242M +$6.06M +17,125 +3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$176M +$15.7M +44,327 +11%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$164M +$1.13M +3,193 +0.8%
State Street
6
State Street
Massachusetts
$145M +$7.72M +21,802 +6%
BBCM
7
Broad Bay Capital Management
New York
$110M -$11.7M -33,000 -11%
Pacer Advisors
8
Pacer Advisors
Pennsylvania
$83.5M +$14M +39,491 +23%
GKIM
9
GW&K Investment Management
Massachusetts
$82.4M -$1.26M -3,555 -2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$79.7M +$1.22M +3,446 +2%
American Century Companies
11
American Century Companies
Missouri
$78.7M -$9.28M -26,212 -12%
BTW
12
Boston Trust Walden
Massachusetts
$77.6M -$495K -1,399 -0.7%
Invesco
13
Invesco
Georgia
$67.1M -$1.42M -4,006 -2%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$64.9M +$30M +84,619 +109%
GI
15
GAMCO Investors
Connecticut
$59.1M -$6.16M -17,410 -11%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$44.2M -$87.5K -247 -0.2%
Ameriprise
17
Ameriprise
Minnesota
$44.2M +$17.7M +49,933 +82%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$44.2M -$7M -19,762 -15%
Charles Schwab
19
Charles Schwab
California
$40.2M +$940K +2,655 +3%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$39.6M -$4.01M -11,311 -10%
Handelsbanken Fonder
21
Handelsbanken Fonder
Sweden
$36.9M
Northern Trust
22
Northern Trust
Illinois
$35.6M -$1.64M -4,626 -5%
GF
23
Gabelli Funds
New York
$30.8M -$4.15M -11,710 -13%
Morgan Stanley
24
Morgan Stanley
New York
$25.6M -$22.2M -62,704 -49%
CC
25
Cannell Capital
Wyoming
$25.5M +$4.27M +12,066 +23%

CVCO Hedge Fund Activity: Q1 2024 in Review

263 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q1 2024, worth a combined $3.22B — up 16% from $2.79B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new CVCO positions and 28 closed out — a net gain of 6 holders — while 74 added to existing stakes and 118 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $30M. The largest seller was Morgan Stanley, cutting an estimated $22.2M.

  • 263 institutional investors held Cavco Industries (CVCO) as of Q1 2024, up from 258 in Q4 2023.
  • Funds reported $3.22B of Cavco Industries stock for Q1 2024, up 16% quarter-over-quarter.
  • 34 funds opened new Cavco Industries positions in Q1 2024 and 28 closed out, a net change of +6 holders.
  • The largest Cavco Industries buyer in Q1 2024 was Fidelity Investments, an estimated $30M added.
  • The largest Cavco Industries seller in Q1 2024 was Morgan Stanley, an estimated $22.2M sold.

Based on aggregated 13F filings for Q1 2024.