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Thor Industries
THO

418 hedge funds and large institutions have $6.9B invested in Thor Industries in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 129 increasing their positions, 148 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

39% more capital invested

Capital invested by funds: $4.96B → $6.9B (+$1.94B)

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

5% more funds holding

Funds holding: 398 → 418 (+20)

5% more call options, than puts

Call options by funds: $61.9M | Put options by funds: $58.8M

3.42% less ownership

Funds ownership: 96.12% → 92.7% (-3.4%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 148

Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
7.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
73
Increased
129
Reduced
148
Closed
49
Calls
$61.9M
Puts
$58.8M
Net Calls
+$3.17M
Net Calls Change
+$13.7M

Top Buyers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$105M
2
SAM
Scopus Asset Management
New York
+$45.5M
3
Bank of New York Mellon
Bank of New York Mellon
New York
+$37.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$36.9M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$29M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$77.5M
2
Morgan Stanley
Morgan Stanley
New York
-$59.9M
3
Capital Research Global Investors
Capital Research Global Investors
California
-$58M
4
Artisan Partners
Artisan Partners
Wisconsin
-$52.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$39M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSA
351
Leonteq Securities AG
Switzerland
$42K -$82.2K -678 -68%
SFS
352
Sowell Financial Services
Arkansas
$41K +$728 +6 +2%
Lazard Asset Management
353
Lazard Asset Management
New York
$40K – – –
SPIA
354
Steward Partners Investment Advisory
New York
$34.9K – – –
NFG
355
Next Financial Group
Texas
$33K -$8.13K -67 -22%
CG
356
Cutler Group
California
$32K +$29K +239 New
CFGS
357
Concourse Financial Group Securities
Alabama
$31K +$20K +165 +243%
CTB
358
Country Trust Bank
Illinois
$27K – – –
NFSG
359
Newbridge Financial Services Group
Florida
$27K – – –
FDCDDQ
360
Federation des caisses Desjardins du Quebec
Quebec, Canada
$21.4K -$13.2K -109 -41%
CWC
361
Carolinas Wealth Consulting
North Carolina
$21K +$4K +33 +27%
WOC
362
West Oak Capital
California
$20K – – –
Baillie Gifford & Co
363
Baillie Gifford & Co
United Kingdom
$18K +$1.82K +15 +13%
WAP
364
Wealthcare Advisory Partners
Pennsylvania
$18K +$16.3K +134 New
ST
365
Smithfield Trust
Pennsylvania
$17K – – –
GAM
366
Gemmer Asset Management
California
$16K – – –
TCOV
367
Trust Company of Vermont
Vermont
$15K -$3.52K -29 -21%
SL
368
Savior LLC
Massachusetts
$15K – – –
KTC
369
Kistler-Tiffany Companies
Pennsylvania
$15K +$121 +1 +0.9%
RMC
370
Resources Management Corp
Connecticut
$14K – – –
AFS
371
Annapolis Financial Services
Maryland
$13K – – –
FHC
372
First Horizon Corporation
Tennessee
$13K – – –
NSIM
373
North Star Investment Management
Illinois
$13K – – –
AL
374
ADE LLC
Maryland
$12K – – –
CWA
375
Clearview Wealth Advisors
Oregon
$12K – – –
13 14
15
16 17

THO Hedge Fund Activity: Q1 2021 in Review

418 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q1 2021, worth a combined $6.9B — up 39% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new THO positions and 49 closed out — a net gain of 24 holders — while 129 added to existing stakes and 148 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $105M. The largest seller was Wellington Management Group, cutting an estimated $77.5M.

  • 418 institutional investors held Thor Industries (THO) as of Q1 2021, up from 398 in Q4 2020.
  • Funds reported $6.9B of Thor Industries stock for Q1 2021, up 39% quarter-over-quarter.
  • 73 funds opened new Thor Industries positions in Q1 2021 and 49 closed out, a net change of +24 holders.
  • The largest Thor Industries buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $105M added.
  • The largest Thor Industries seller in Q1 2021 was Wellington Management Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2021.