Champion Homes
49 hedge funds and large institutions have $107M invested in Champion Homes in 2018 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
340% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
90% more capital invested
Capital invested by funds: $56.4M → $107M (+$51M)
53% more funds holding
Funds holding: 32 → 49 (+17)
5.88% more ownership
Funds ownership: 52.29% → 58.17% (+5.9%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$4.18M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$3.9M |
| 3 |
Millennium Management
New York
|
+$1.41M |
| 4 |
OAM
Oberweis Asset Management
Lisle,
Illinois
|
+$1.09M |
| 5 |
GJL
Gendell Jeffrey L
|
+$1.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.16M |
| 2 |
VCM
Venator Capital Management
Toronto,
Ontario, Canada
|
-$1.95M |
| 3 |
EWM
Edge Wealth Management
New York
|
-$646K |
| 4 |
QCMC
Quantum Capital Management (California)
San Francisco,
California
|
-$556K |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$470K |
SKY Hedge Fund Activity: Q1 2018 in Review
49 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q1 2018, worth a combined $107M — up 90% from $56.4M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new SKY positions and 5 closed out — a net gain of 17 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $4.18M. The largest seller was Wells Fargo, cutting an estimated $4.16M.
- 49 institutional investors held Champion Homes (SKY) as of Q1 2018, up from 32 in Q4 2017.
- Funds reported $107M of Champion Homes stock for Q1 2018, up 90% quarter-over-quarter.
- 22 funds opened new Champion Homes positions in Q1 2018 and 5 closed out, a net change of +17 holders.
- The largest Champion Homes buyer in Q1 2018 was Driehaus Capital Management, an estimated $4.18M added.
- The largest Champion Homes seller in Q1 2018 was Wells Fargo, an estimated $4.16M sold.
Based on aggregated 13F filings for Q1 2018.