Champion Homes
275 hedge funds and large institutions have $4.99B invested in Champion Homes in 2024 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 89 increasing their positions, 108 reducing their positions, and 32 closing their positions.
115% more call options, than puts
Call options by funds: $5.31M | Put options by funds: $2.47M
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
19% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 32
14% more capital invested
Capital invested by funds: $4.38B → $4.99B (+$605M)
2% more funds holding
Funds holding: 270 → 275 (+5)
0.88% less ownership
Funds ownership: 102.51% → 101.63% (-0.88%)
18% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 108
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$49.1M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
+$19.1M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$16.5M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$12M |
| 5 |
Cerity Partners
New York
|
+$8.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$44.7M |
| 2 |
Neuberger Berman Group
New York
|
-$13.2M |
| 3 |
SAM
Silvercrest Asset Management
New York
|
-$12.9M |
| 4 |
Morgan Stanley
New York
|
-$10.1M |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$9.85M |
SKY Hedge Fund Activity: Q1 2024 in Review
275 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Champion Homes (SKY) for Q1 2024, worth a combined $4.99B — up 14% from $4.38B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new SKY positions and 32 closed out — a net gain of 6 holders — while 89 added to existing stakes and 108 trimmed.
The largest buyer was Thrivent Financial for Lutherans, adding an estimated $49.1M. The largest seller was American Century Companies, cutting an estimated $44.7M.
- 275 institutional investors held Champion Homes (SKY) as of Q1 2024, up from 270 in Q4 2023.
- Funds reported $4.99B of Champion Homes stock for Q1 2024, up 14% quarter-over-quarter.
- 38 funds opened new Champion Homes positions in Q1 2024 and 32 closed out, a net change of +6 holders.
- The largest Champion Homes buyer in Q1 2024 was Thrivent Financial for Lutherans, an estimated $49.1M added.
- The largest Champion Homes seller in Q1 2024 was American Century Companies, an estimated $44.7M sold.
Based on aggregated 13F filings for Q1 2024.