Champion Homes
SKY
282 hedge funds and large institutions have $3.75B invested in Champion Homes in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 98 increasing their positions, 106 reducing their positions, and 31 closing their positions.
35% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 31
3% more funds holding
Funds holding: 273 → 282 (+9)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.78% less ownership
Funds ownership: 103.63% → 102.84% (-0.78%)
3% less capital invested
Capital invested by funds: $3.88B → $3.75B (-$122M)
8% less repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 106
58% less call options, than puts
Call options by funds: $6.24M | Put options by funds: $14.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$20.8M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$12M |
| 3 |
PAIM
Punch & Associates Investment Management
Edina,
Minnesota
|
+$6.72M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.27M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$6.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$12.2M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$10.9M |
| 3 |
Man Group
London,
United Kingdom
|
-$9.24M |
| 4 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
-$9.19M |
| 5 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$8.51M |
SKY Hedge Fund Activity: Q3 2023 in Review
282 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q3 2023, worth a combined $3.75B — down 3.1% from $3.88B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SKY positions and 31 closed out — a net gain of 11 holders — while 98 added to existing stakes and 106 trimmed.
The largest buyer was Vaughan Nelson Investment Management, adding an estimated $20.8M. The largest seller was Goldman Sachs, cutting an estimated $12.2M.
- 282 institutional investors held Champion Homes (SKY) as of Q3 2023, up from 273 in Q2 2023.
- Funds reported $3.75B of Champion Homes stock for Q3 2023, down 3.1% quarter-over-quarter.
- 42 funds opened new Champion Homes positions in Q3 2023 and 31 closed out, a net change of +11 holders.
- The largest Champion Homes buyer in Q3 2023 was Vaughan Nelson Investment Management, an estimated $20.8M added.
- The largest Champion Homes seller in Q3 2023 was Goldman Sachs, an estimated $12.2M sold.
Based on aggregated 13F filings for Q3 2023.