Cavco Industries
CVCO
360 hedge funds and large institutions have $4.74B invested in Cavco Industries in 2026 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 142 increasing their positions, 115 reducing their positions, and 38 closing their positions.
671% more call options, than puts
Call options by funds: $19.4M | Put options by funds: $2.52M
45% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 38
25% more capital invested
Capital invested by funds: $3.8B → $4.74B (+$941M)
23% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 115
4% more funds holding
Funds holding: 346 → 360 (+14)
1.06% less ownership
Funds ownership: 101.12% → 100.06% (-1.1%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Marshall Wace
London,
United Kingdom
|
+$36.1M |
| 2 |
BlackRock
New York
|
+$26.7M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$21.6M |
| 4 |
DFO
Duquesne Family Office
New York
|
+$21M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$46.9M |
| 2 |
BBCM
Broad Bay Capital Management
New York
|
-$40.6M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$38.6M |
| 4 |
SC
Samlyn Capital
New York
|
-$33.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$30.8M |
CVCO Hedge Fund Activity: Q2 2026 in Review
360 of the 8,345 institutional investors tracked by Wall St. Rank reported a position in Cavco Industries (CVCO) for Q2 2026, worth a combined $4.74B — up 25% from $3.8B a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new CVCO positions and 38 closed out — a net gain of 17 holders — while 142 added to existing stakes and 115 trimmed.
The largest buyer was Marshall Wace, adding an estimated $36.1M. The largest seller was Capital World Investors, cutting an estimated $46.9M.
- 360 institutional investors held Cavco Industries (CVCO) as of Q2 2026, up from 346 in Q1 2026.
- Funds reported $4.74B of Cavco Industries stock for Q2 2026, up 25% quarter-over-quarter.
- 55 funds opened new Cavco Industries positions in Q2 2026 and 38 closed out, a net change of +17 holders.
- The largest Cavco Industries buyer in Q2 2026 was Marshall Wace, an estimated $36.1M added.
- The largest Cavco Industries seller in Q2 2026 was Capital World Investors, an estimated $46.9M sold.
Based on aggregated 13F filings for Q2 2026.