Champion Homes
273 hedge funds and large institutions have $3.88B invested in Champion Homes in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 91 increasing their positions, 113 reducing their positions, and 45 closing their positions.
34% more call options, than puts
Call options by funds: $3.79M | Put options by funds: $2.83M
1.6% more ownership
Funds ownership: 102.02% → 103.63% (+1.6%)
4% less funds holding
Funds holding: 284 → 273 (-11)
11% less capital invested
Capital invested by funds: $4.37B → $3.88B (-$491M)
19% less repeat investments, than reductions
Existing positions increased: 91 | Existing positions reduced: 113
20% less first-time investments, than exits
New positions opened: 36 | Existing positions closed: 45
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$78.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$63.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$49M |
| 4 |
Goldman Sachs
New York
|
+$17.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$14.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Silvercrest Asset Management
New York
|
-$26.2M |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$25.8M |
| 3 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$22.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$20.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$16.7M |
SKY Hedge Fund Activity: Q2 2023 in Review
273 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q2 2023, worth a combined $3.88B — down 11% from $4.37B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of SKY and 36 opened new positions — a net loss of 9 holders — while 113 trimmed existing stakes and 91 added.
The largest buyer was Wellington Management Group, adding an estimated $78.2M. The largest seller was Silvercrest Asset Management, cutting an estimated $26.2M.
- 273 institutional investors held Champion Homes (SKY) as of Q2 2023, down from 284 in Q1 2023.
- Funds reported $3.88B of Champion Homes stock for Q2 2023, down 11% quarter-over-quarter.
- 36 funds opened new Champion Homes positions in Q2 2023 and 45 closed out, a net change of -9 holders.
- The largest Champion Homes buyer in Q2 2023 was Wellington Management Group, an estimated $78.2M added.
- The largest Champion Homes seller in Q2 2023 was Silvercrest Asset Management, an estimated $26.2M sold.
Based on aggregated 13F filings for Q2 2023.