Champion Homes
200 hedge funds and large institutions have $2.95B invested in Champion Homes in 2021 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 65 increasing their positions, 76 reducing their positions, and 21 closing their positions.
636% more call options, than puts
Call options by funds: $14.8M | Put options by funds: $2.01M
95% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 21
20% more capital invested
Capital invested by funds: $2.46B → $2.95B (+$490M)
11% more funds holding
Funds holding: 180 → 200 (+20)
1.76% more ownership
Funds ownership: 96.12% → 97.87% (+1.8%)
14% less repeat investments, than reductions
Existing positions increased: 65 | Existing positions reduced: 76
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$23.5M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$17.7M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$16.4M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$15M |
| 5 |
Renaissance Technologies
New York
|
+$9.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$18.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$17.1M |
| 3 |
Bank of New York Mellon
New York
|
-$14.1M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$9.47M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$7.9M |
SKY Hedge Fund Activity: Q2 2021 in Review
200 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q2 2021, worth a combined $2.95B — up 20% from $2.46B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SKY positions and 21 closed out — a net gain of 20 holders — while 65 added to existing stakes and 76 trimmed.
The largest buyer was Ameriprise, adding an estimated $23.5M. The largest seller was BlackRock, cutting an estimated $18.2M.
- 200 institutional investors held Champion Homes (SKY) as of Q2 2021, up from 180 in Q1 2021.
- Funds reported $2.95B of Champion Homes stock for Q2 2021, up 20% quarter-over-quarter.
- 41 funds opened new Champion Homes positions in Q2 2021 and 21 closed out, a net change of +20 holders.
- The largest Champion Homes buyer in Q2 2021 was Ameriprise, an estimated $23.5M added.
- The largest Champion Homes seller in Q2 2021 was BlackRock, an estimated $18.2M sold.
Based on aggregated 13F filings for Q2 2021.