Champion Homes
81 hedge funds and large institutions have $1.74B invested in Champion Homes in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 8 closing their positions.
1,517% more capital invested
Capital invested by funds: $107M → $1.74B (+$1.63B)
400% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 8
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
100% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 11
65% more funds holding
Funds holding: 49 → 81 (+32)
30.09% more ownership
Funds ownership: 58.17% → 88.26% (+30%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CP
Centerbridge Partners
New York
|
+$401M |
| 2 |
BCC
Bain Capital Credit
Boston,
Massachusetts
|
+$399M |
| 3 |
MCO
MAK Capital One
New York
|
+$393M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$38M |
| 5 |
HCMT
Highland Capital Management (Texas)
Dallas,
Texas
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$7.51M |
| 2 |
GJL
Gendell Jeffrey L
|
-$3.73M |
| 3 |
VCM
Venator Capital Management
Toronto,
Ontario, Canada
|
-$2.48M |
| 4 |
Millennium Management
New York
|
-$1.44M |
| 5 |
GI
GAMCO Investors
Greenwich,
Connecticut
|
-$834K |
SKY Hedge Fund Activity: Q2 2018 in Review
81 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q2 2018, worth a combined $1.74B — up 1,517% from $107M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new SKY positions and 8 closed out — a net gain of 32 holders — while 22 added to existing stakes and 11 trimmed.
The largest buyer was Centerbridge Partners, opening a new position worth an estimated $401M. The largest seller was Wells Fargo, cutting an estimated $7.51M.
- 81 institutional investors held Champion Homes (SKY) as of Q2 2018, up from 49 in Q1 2018.
- Funds reported $1.74B of Champion Homes stock for Q2 2018, up 1,517% quarter-over-quarter.
- 40 funds opened new Champion Homes positions in Q2 2018 and 8 closed out, a net change of +32 holders.
- The largest Champion Homes buyer in Q2 2018 was Centerbridge Partners, an estimated $401M added.
- The largest Champion Homes seller in Q2 2018 was Wells Fargo, an estimated $7.51M sold.
Based on aggregated 13F filings for Q2 2018.