Champion Homes
262 hedge funds and large institutions have $4.36B invested in Champion Homes in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 79 increasing their positions, 87 reducing their positions, and 18 closing their positions.
272% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 18
208% more call options, than puts
Call options by funds: $35.3M | Put options by funds: $11.5M
50% more funds holding in top 10
Funds holding in top 10: 10 → 15 (+5)
30% more capital invested
Capital invested by funds: $3.35B → $4.36B (+$1.01B)
23% more funds holding
Funds holding: 213 → 262 (+49)
0.77% less ownership
Funds ownership: 98.09% → 97.32% (-0.77%)
9% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$81.9M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$24M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$22.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$18.3M |
| 5 |
FAM
Fred Alger Management
New York
|
+$15.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$92.9M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$33.2M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$31.3M |
| 4 |
William Blair Investment Management
Chicago,
Illinois
|
-$27.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$20.3M |
SKY Hedge Fund Activity: Q4 2021 in Review
262 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q4 2021, worth a combined $4.36B — up 30% from $3.35B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SKY positions and 18 closed out — a net gain of 49 holders — while 79 added to existing stakes and 87 trimmed.
The largest buyer was Vanguard Group, adding an estimated $81.9M. The largest seller was Wellington Management Group, cutting an estimated $92.9M.
- 262 institutional investors held Champion Homes (SKY) as of Q4 2021, up from 213 in Q3 2021.
- Funds reported $4.36B of Champion Homes stock for Q4 2021, up 30% quarter-over-quarter.
- 67 funds opened new Champion Homes positions in Q4 2021 and 18 closed out, a net change of +49 holders.
- The largest Champion Homes buyer in Q4 2021 was Vanguard Group, an estimated $81.9M added.
- The largest Champion Homes seller in Q4 2021 was Wellington Management Group, an estimated $92.9M sold.
Based on aggregated 13F filings for Q4 2021.