These hedge funds got the stay-at-home trade right. Here are their other big bets

A view of the charging Bull with a woman in New York City USA during coronavirus pandemic on April 25, 2020.
John Nacion | NurPhoto | Getty Images

(This story is for CNBC Pro subscribers only.)

Stay-at-home stocks have crushed the broader market this year, and several hedge funds made big moves into those stocks during the first quarter as the coronavirus crisis slammed the U.S. economy.

CNBC used InsiderScore, FactSet and securities filings to find funds that significantly increased their stakes in stay-at-home stocks during the first quarter and ended March with positions worth at least $100 million.