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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.

New
Increased
Maintained
Reduced
Closed

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: 266258 (-8)

13% less funds holding in top 10

Funds holding in top 10: 87 (-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

Holders
258
Holders Change
-8
Holders Change %
-3.01%
% of All Funds
4.35%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
39
Increased
83
Reduced
103
Closed
40
Calls
$5.52M
Puts
$3.54M
Net Calls
+$1.98M
Net Calls Change
+$15.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$24.5M +$7.69M +149,211 +41%
Renaissance Technologies
27
Renaissance Technologies
New York
$24M +$6.9M +133,800 +36%
AI
28
Aperture Investors
New York
$22.3M -$4.71M -91,367 -16%
Charles Schwab
29
Charles Schwab
California
$21.5M +$280K +5,436 +1%
Invesco
30
Invesco
Georgia
$19.3M -$2.05M -39,810 -9%
NPIC
31
Neumeier Poma Investment Counsel
California
$19M +$387K +7,510 +2%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$15.3M -$4.43M -85,909 -21%
IECM
33
Intrinsic Edge Capital Management
Illinois
$14.6M -$1.95M -37,794 -11%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$14.4M +$1.99M +38,645 +15%
Norges Bank
35
Norges Bank
Norway
$14.1M +$3.62M +70,137 +31%
CAM
36
Congress Asset Management
Massachusetts
$13.1M +$957K +18,554 +7%
RR
37
Robotti Robert
$12.5M +$2.6M +50,420 +24%
FWIA
38
Fort Washington Investment Advisors
Ohio
$11.9M +$2.23M +43,258 +21%
SEI Investments
39
SEI Investments
Pennsylvania
$11.8M +$1.79M +34,653 +16%
SPPAM
40
Summit Partners Public Asset Management
Massachusetts
$11.7M -$16.9M -328,618 -57%
RIM
41
Ranger Investment Management
Texas
$11.3M -$14.1M -272,502 -53%
KCM
42
Kennedy Capital Management
Missouri
$11.2M -$1.41M -27,303 -10%
GI
43
GAMCO Investors
Connecticut
$11.2M -$124K -2,400 -1%
Bank of New York Mellon
44
Bank of New York Mellon
New York
$10.8M -$1.07M -20,760 -8%
PCM
45
Peregrine Capital Management
Minnesota
$10.6M -$9.33K -181 -0.1%
Goldman Sachs
46
Goldman Sachs
New York
$10.5M +$2.22M +42,978 +24%
Fuller & Thaler Asset Management
47
Fuller & Thaler Asset Management
California
$9.38M +$201K +3,895 +2%
RI
48
Redwood Investments
Massachusetts
$8.93M -$1.72M -33,357 -15%
Bank of America
49
Bank of America
North Carolina
$8.69M -$3.99M -77,277 -30%
MHP
50
Manatuck Hill Partners
Connecticut
$8.56M +$1.44M +27,900 +18%

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.