Champion Homes
163 hedge funds and large institutions have $1.44B invested in Champion Homes in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 40 increasing their positions, 81 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
52% more call options, than puts
Call options by funds: $4.16M | Put options by funds: $2.74M
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
10% more capital invested
Capital invested by funds: $1.32B → $1.44B (+$127M)
9% more funds holding
Funds holding: 149 → 163 (+14)
0.07% more ownership
Funds ownership: 95.45% → 95.52% (+0.07%)
51% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$28.6M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$19.2M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$15.5M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$12.3M |
| 5 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$5.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.8M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$10.3M |
| 3 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$5.78M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$5.63M |
| 5 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$5.48M |
SKY Hedge Fund Activity: Q3 2020 in Review
163 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q3 2020, worth a combined $1.44B — up 9.7% from $1.32B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new SKY positions and 10 closed out — a net gain of 14 holders — while 40 added to existing stakes and 81 trimmed.
The largest buyer was William Blair Investment Management, opening a new position worth an estimated $28.6M. The largest seller was Ameriprise, cutting an estimated $10.8M.
- 163 institutional investors held Champion Homes (SKY) as of Q3 2020, up from 149 in Q2 2020.
- Funds reported $1.44B of Champion Homes stock for Q3 2020, up 9.7% quarter-over-quarter.
- 24 funds opened new Champion Homes positions in Q3 2020 and 10 closed out, a net change of +14 holders.
- The largest Champion Homes buyer in Q3 2020 was William Blair Investment Management, an estimated $28.6M added.
- The largest Champion Homes seller in Q3 2020 was Ameriprise, an estimated $10.8M sold.
Based on aggregated 13F filings for Q3 2020.