Champion Homes
250 hedge funds and large institutions have $2.91B invested in Champion Homes in 2022 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 98 increasing their positions, 90 reducing their positions, and 40 closing their positions.
64% more call options, than puts
Call options by funds: $1.65M | Put options by funds: $1.01M
9% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 90
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
4% less capital invested
Capital invested by funds: $3.03B → $2.91B (-$116M)
1.38% less ownership
Funds ownership: 100.63% → 99.25% (-1.4%)
5% less funds holding
Funds holding: 263 → 250 (-13)
20% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$70.5M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$29.4M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$27.5M |
| 4 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$13.9M |
| 5 |
IIC
Integrated Investment Consultants
Bloomfield Hills,
Michigan
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$25.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$24.1M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$23.7M |
| 4 |
SAM
Silvercrest Asset Management
New York
|
-$23.6M |
| 5 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$12.2M |
SKY Hedge Fund Activity: Q4 2022 in Review
250 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q4 2022, worth a combined $2.91B — down 3.8% from $3.03B a quarter earlier.
Sellers outnumbered buyers: 40 funds closed out of SKY and 32 opened new positions — a net loss of 8 holders — while 90 trimmed existing stakes and 98 added.
The largest buyer was Capital World Investors, opening a new position worth an estimated $70.5M. The largest seller was Millennium Management, cutting an estimated $25.6M.
- 250 institutional investors held Champion Homes (SKY) as of Q4 2022, down from 263 in Q3 2022.
- Funds reported $2.91B of Champion Homes stock for Q4 2022, down 3.8% quarter-over-quarter.
- 32 funds opened new Champion Homes positions in Q4 2022 and 40 closed out, a net change of -8 holders.
- The largest Champion Homes buyer in Q4 2022 was Capital World Investors, an estimated $70.5M added.
- The largest Champion Homes seller in Q4 2022 was Millennium Management, an estimated $25.6M sold.
Based on aggregated 13F filings for Q4 2022.