Champion Homes
266 hedge funds and large institutions have $3.06B invested in Champion Homes in 2022 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 97 increasing their positions, 93 reducing their positions, and 41 closing their positions.
17% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 41
2% more funds holding
Funds holding: 262 → 266 (+4)
4% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 93
0.7% more ownership
Funds ownership: 97.32% → 98.02% (+0.7%)
30% less capital invested
Capital invested by funds: $4.36B → $3.06B (-$1.3B)
44% less call options, than puts
Call options by funds: $17.9M | Put options by funds: $31.9M
47% less funds holding in top 10
Funds holding in top 10: 15 → 8 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$39.4M |
| 2 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
+$32.4M |
| 3 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$26.6M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
+$22.8M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$20.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$39.4M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$34.3M |
| 3 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
-$32.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$30.3M |
| 5 |
GKIM
GW&K Investment Management
Boston,
Massachusetts
|
-$23.1M |
SKY Hedge Fund Activity: Q1 2022 in Review
266 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q1 2022, worth a combined $3.06B — down 30% from $4.36B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SKY positions and 41 closed out — a net gain of 7 holders — while 97 added to existing stakes and 93 trimmed.
The largest buyer was American Century Companies, adding an estimated $39.4M. The largest seller was Summit Partners Public Asset Management, cutting an estimated $39.4M.
- 266 institutional investors held Champion Homes (SKY) as of Q1 2022, up from 262 in Q4 2021.
- Funds reported $3.06B of Champion Homes stock for Q1 2022, down 30% quarter-over-quarter.
- 48 funds opened new Champion Homes positions in Q1 2022 and 41 closed out, a net change of +7 holders.
- The largest Champion Homes buyer in Q1 2022 was American Century Companies, an estimated $39.4M added.
- The largest Champion Homes seller in Q1 2022 was Summit Partners Public Asset Management, an estimated $39.4M sold.
Based on aggregated 13F filings for Q1 2022.