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Thor Industries
THO

416 hedge funds and large institutions have $5.66B invested in Thor Industries in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 151 increasing their positions, 127 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 127

5% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 56

0% less funds holding

Funds holding: 418 → 416 (-2)

2.07% less ownership

Funds ownership: 92.7% → 90.64% (-2.1%)

18% less capital invested

Capital invested by funds: $6.9B → $5.66B (-$1.24B)

18% less call options, than puts

Call options by funds: $74.3M | Put options by funds: $90.8M

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
416
Holders Change
-2
Holders Change %
-0.48%
% of All Funds
7.24%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
59
Increased
151
Reduced
127
Closed
56
Calls
$74.3M
Puts
$90.8M
Net Calls
-$16.5M
Net Calls Change
-$19.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$69.5M
2
TAM
Timucuan Asset Management
Florida
+$53.1M
3
GJL
Gendell Jeffrey L
+$52.7M
4
Harris Associates
Harris Associates
Illinois
+$51.2M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$35.4M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$180M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$58.4M
3
Wells Fargo
Wells Fargo
California
-$51.3M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$50.9M
5
Franklin Resources
Franklin Resources
California
-$36.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
301
Pallas Capital Advisors
Massachusetts
$229K +$248K +1,948 New
MPPW
302
Mitchell & Pahl Private Wealth
Oklahoma
$226K +$54.8K +431 +27%
CI Investments Inc
303
CI Investments Inc
Ontario, Canada
$225K +$97.4K +766 +62%
MAFM
304
Mid Atlantic Financial Management
Pennsylvania
$223K +$31.5K +248 +14%
ED
305
Exane Derivatives
France
$222K +$138K +1,085 +112%
RHJA
306
Rice Hall James & Associates
California
$217K -$52.9K -416 -18%
ESCM
307
Echo Street Capital Management
New York
$215K -$46.8K -368 -16%
WCM
308
WealthBridge Capital Management
Ohio
$213K – – –
AWA
309
Arkadios Wealth Advisors
Georgia
$212K -$26.1K -205 -10%
TI
310
Tidal Investments
Wisconsin
$210K +$8.64K +68 +4%
FA
311
Fermata Advisors
California
$210K +$236K +1,854 New
WDC
312
Woodward Diversified Capital
California
$208K – – –
HA
313
Harfst & Associates
Wyoming
$207K -$36.6K -288 -14%
Nomura Holdings
314
Nomura Holdings
Japan
$203K -$356K -2,802 -61%
CB
315
Commerce Bank
Missouri
$202K +$2.67K +21 +1%
HWMA
316
Heritage Wealth Management (Arizona)
Arizona
$187K +$116K +911 +122%
EVM
317
Eaton Vance Management
Massachusetts
$179K +$87.6K +689 +77%
AII
318
AGF Investments Inc
Ontario, Canada
$175K +$197K +1,552 New
FMT
319
First Mercantile Trust
Tennessee
$174K -$41.4K -326 -17%
OSAM
320
O'Shaughnessy Asset Management
Connecticut
$170K -$8.64K -68 -4%
BWA
321
BDO Wealth Advisors
Florida
$170K – – –
LAM
322
Lountzis Asset Management
Pennsylvania
$169K – – –
PMAS
323
PNC Managed Account Solutions
Texas
$156K +$176K +1,384 New
CMBA
324
C.M. Bidwell & Associates
Hawaii
$155K – – –
Robeco Institutional Asset Management
325
Robeco Institutional Asset Management
Netherlands
$151K – – –
11 12
13
14 15

THO Hedge Fund Activity: Q2 2021 in Review

416 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q2 2021, worth a combined $5.66B — down 18% from $6.9B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new THO positions and 56 closed out — a net gain of 3 holders — while 151 added to existing stakes and 127 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $69.5M. The largest seller was JP Morgan Chase, cutting an estimated $180M.

  • 416 institutional investors held Thor Industries (THO) as of Q2 2021, down from 418 in Q1 2021.
  • Funds reported $5.66B of Thor Industries stock for Q2 2021, down 18% quarter-over-quarter.
  • 59 funds opened new Thor Industries positions in Q2 2021 and 56 closed out, a net change of +3 holders.
  • The largest Thor Industries buyer in Q2 2021 was Kayne Anderson Rudnick Investment Management, an estimated $69.5M added.
  • The largest Thor Industries seller in Q2 2021 was JP Morgan Chase, an estimated $180M sold.

Based on aggregated 13F filings for Q2 2021.