Champion Homes
283 hedge funds and large institutions have $4.37B invested in Champion Homes in 2023 Q1 according to their latest regulatory filings, with 63 funds opening new positions, 102 increasing their positions, 89 reducing their positions, and 28 closing their positions.
422% more call options, than puts
Call options by funds: $12.1M | Put options by funds: $2.32M
125% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 28
50% more capital invested
Capital invested by funds: $2.91B → $4.37B (+$1.46B)
15% more repeat investments, than reductions
Existing positions increased: 102 | Existing positions reduced: 89
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more funds holding
Funds holding: 250 → 283 (+33)
2.77% more ownership
Funds ownership: 99.25% → 102.02% (+2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$90.3M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$50.4M |
| 3 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$26.4M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$24M |
| 5 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$71.5M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$27.8M |
| 3 |
CIC
Chilton Investment Company
Stamford,
Connecticut
|
-$25.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$23.8M |
| 5 |
Janus Henderson Group
London,
|
-$20.6M |
SKY Hedge Fund Activity: Q1 2023 in Review
283 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q1 2023, worth a combined $4.37B — up 50% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SKY positions and 28 closed out — a net gain of 35 holders — while 102 added to existing stakes and 89 trimmed.
The largest buyer was Capital World Investors, adding an estimated $90.3M. The largest seller was Wellington Management Group, cutting an estimated $71.5M.
- 283 institutional investors held Champion Homes (SKY) as of Q1 2023, up from 250 in Q4 2022.
- Funds reported $4.37B of Champion Homes stock for Q1 2023, up 50% quarter-over-quarter.
- 63 funds opened new Champion Homes positions in Q1 2023 and 28 closed out, a net change of +35 holders.
- The largest Champion Homes buyer in Q1 2023 was Capital World Investors, an estimated $90.3M added.
- The largest Champion Homes seller in Q1 2023 was Wellington Management Group, an estimated $71.5M sold.
Based on aggregated 13F filings for Q1 2023.