Champion Homes
258 hedge funds and large institutions have $2.67B invested in Champion Homes in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 83 increasing their positions, 103 reducing their positions, and 40 closing their positions.
56% more call options, than puts
Call options by funds: $5.52M | Put options by funds: $3.54M
0.92% more ownership
Funds ownership: 98.02% → 98.94% (+0.92%)
3% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 40
3% less funds holding
Funds holding: 266 → 258 (-8)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
13% less capital invested
Capital invested by funds: $3.06B → $2.67B (-$394M)
19% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
+$31.9M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$28.5M |
| 3 |
Millennium Management
New York
|
+$26M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$12.8M |
| 5 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$10.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$22.6M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$16.9M |
| 3 |
RIM
Ranger Investment Management
Dallas,
Texas
|
-$14.1M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$11.7M |
| 5 |
BPIM
Brant Point Investment Management
New York
|
-$11.2M |
SKY Hedge Fund Activity: Q2 2022 in Review
258 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q2 2022, worth a combined $2.67B — down 13% from $3.06B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of SKY and 39 opened new positions — a net loss of 1 holder — while 103 trimmed existing stakes and 83 added.
The largest buyer was Silvercrest Asset Management, adding an estimated $31.9M. The largest seller was Driehaus Capital Management, cutting an estimated $22.6M.
- 258 institutional investors held Champion Homes (SKY) as of Q2 2022, down from 266 in Q1 2022.
- Funds reported $2.67B of Champion Homes stock for Q2 2022, down 13% quarter-over-quarter.
- 39 funds opened new Champion Homes positions in Q2 2022 and 40 closed out, a net change of -1 holder.
- The largest Champion Homes buyer in Q2 2022 was Silvercrest Asset Management, an estimated $31.9M added.
- The largest Champion Homes seller in Q2 2022 was Driehaus Capital Management, an estimated $22.6M sold.
Based on aggregated 13F filings for Q2 2022.