Champion Homes
180 hedge funds and large institutions have $2.46B invested in Champion Homes in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 73 reducing their positions, and 22 closing their positions.
64% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 22
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
46% more capital invested
Capital invested by funds: $1.69B → $2.46B (+$771M)
8% more funds holding
Funds holding: 166 → 180 (+14)
0.48% less ownership
Funds ownership: 96.59% → 96.12% (-0.48%)
25% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 73
80% less call options, than puts
Call options by funds: $1.16M | Put options by funds: $5.88M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$65.7M |
| 2 |
SAM
Silvercrest Asset Management
New York
|
+$39.2M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$30.7M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
+$14.4M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$43.4M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$39.7M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$35.4M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.7M |
| 5 |
MCO
MAK Capital One
New York
|
-$14.8M |
SKY Hedge Fund Activity: Q1 2021 in Review
180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q1 2021, worth a combined $2.46B — up 46% from $1.69B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new SKY positions and 22 closed out — a net gain of 14 holders — while 55 added to existing stakes and 73 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $65.7M. The largest seller was Ameriprise, cutting an estimated $43.4M.
- 180 institutional investors held Champion Homes (SKY) as of Q1 2021, up from 166 in Q4 2020.
- Funds reported $2.46B of Champion Homes stock for Q1 2021, up 46% quarter-over-quarter.
- 36 funds opened new Champion Homes positions in Q1 2021 and 22 closed out, a net change of +14 holders.
- The largest Champion Homes buyer in Q1 2021 was AllianceBernstein, an estimated $65.7M added.
- The largest Champion Homes seller in Q1 2021 was Ameriprise, an estimated $43.4M sold.
Based on aggregated 13F filings for Q1 2021.