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Champion Homes

320 hedge funds and large institutions have $5.83B invested in Champion Homes in 2025 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 30

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

7% more capital invested

Capital invested by funds: $5.46B → $5.83B (+$372M)

6% more funds holding

Funds holding: 301320 (+19)

0.49% less ownership

Funds ownership: 107.97%107.47% (-0.49%)

10% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 123

89% less call options, than puts

Call options by funds: $16.4M | Put options by funds: $152M

Holders
320
Holders Change
+19
Holders Change %
+6.31%
% of All Funds
4.29%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
49
Increased
111
Reduced
123
Closed
30
Calls
$16.4M
Puts
$152M
Net Calls
-$135M
Net Calls Change
-$50.2M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$49.4M +$22.7M +236,825 +83%
SPPAM
27
Summit Partners Public Asset Management
Massachusetts
$47.2M -$2.88M -30,000 -6%
VNIM
28
Vaughan Nelson Investment Management
Texas
$44.9M +$6.41M +66,835 +16%
Morgan Stanley
29
Morgan Stanley
New York
$44.9M -$12.4M -128,943 -21%
GKIM
30
GW&K Investment Management
Massachusetts
$43.8M -$1.59M -16,528 -3%
DCM
31
Driehaus Capital Management
Illinois
$36.7M +$689K +7,178 +2%
T. Rowe Price Associates
32
T. Rowe Price Associates
Maryland
$34.8M +$365K +3,802 +1%
SAM
33
Silvercrest Asset Management
New York
$33.7M -$20.5M -213,592 -37%
NPIC
34
Neumeier Poma Investment Counsel
California
$33.5M -$313K -3,260 -0.9%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$32.1M -$1.13M -11,828 -3%
JP Morgan Chase
36
JP Morgan Chase
New York
$30.9M +$4.41M +46,017 +16%
Victory Capital Management
37
Victory Capital Management
Texas
$30.2M -$5.86M -61,090 -16%
RIM
38
Ranger Investment Management
Texas
$29.4M -$442K -4,604 -1%
SCM
39
SG Capital Management
Illinois
$29.2M -$3.11M -32,457 -10%
Point72 Asset Management
40
Point72 Asset Management
Connecticut
$27M +$25.2M +262,773 +1,215%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$26.8M +$617K +6,437 +2%
Principal Financial Group
42
Principal Financial Group
Iowa
$24.9M +$565K +5,887 +2%
Invesco
43
Invesco
Georgia
$24.8M -$4.9M -51,041 -16%
Bank of America
44
Bank of America
North Carolina
$23.5M +$3.06M +31,910 +15%
IIC
45
Integrated Investment Consultants
Michigan
$23.4M +$13.6M +141,904 +134%
Bessemer Group
46
Bessemer Group
New Jersey
$23.1M +$969K +10,107 +4%
FWIA
47
Fort Washington Investment Advisors
Ohio
$20.3M +$2.06M +21,480 +11%
RA
48
Royce & Associates
New York
$20.3M -$6.41M -66,845 -24%
GIP
49
Granite Investment Partners
California
$18.4M +$18.6M +194,114 New
KCM
50
Kennedy Capital Management
Missouri
$18.2M -$7.08M -73,778 -28%

SKY Hedge Fund Activity: Q1 2025 in Review

320 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q1 2025, worth a combined $5.83B — up 6.8% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new SKY positions and 30 closed out — a net gain of 19 holders — while 111 added to existing stakes and 123 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $66.1M. The largest seller was Wellington Management Group, cutting an estimated $101M.

  • 320 institutional investors held Champion Homes (SKY) as of Q1 2025, up from 301 in Q4 2024.
  • Funds reported $5.83B of Champion Homes stock for Q1 2025, up 6.8% quarter-over-quarter.
  • 49 funds opened new Champion Homes positions in Q1 2025 and 30 closed out, a net change of +19 holders.
  • The largest Champion Homes buyer in Q1 2025 was AllianceBernstein, an estimated $66.1M added.
  • The largest Champion Homes seller in Q1 2025 was Wellington Management Group, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2025.