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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
BEI
351
Benjamin Edwards Inc
Missouri
$28K +$31.5K +248 New
FHA
352
First Horizon Advisors
Tennessee
$25K +$28.6K +225 New
NFG
353
Next Financial Group
Texas
$24K -$4.96K -39 -16%
CTB
354
Country Trust Bank
Illinois
$23K – – –
NFSG
355
Newbridge Financial Services Group
Florida
$23K – – –
CWC
356
Carolinas Wealth Consulting
North Carolina
$18K – – –
FDCDDQ
357
Federation des caisses Desjardins du Quebec
Quebec, Canada
$18K – – –
CFO
358
CVA Family Office
Colorado
$17K +$8.9K +70 +91%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$15K -$169K -1,328 -91%
CG
360
Cutler Group
California
$15K -$12.7K -100 -42%
Baillie Gifford & Co
361
Baillie Gifford & Co
United Kingdom
$15K – – –
ST
362
Smithfield Trust
Pennsylvania
$14K – – –
BCA
363
Berman Capital Advisors
Georgia
$14K +$14.1K +111 +584%
CP
364
Castleview Partners
Texas
$14K +$16.1K +127 New
GAM
365
Gemmer Asset Management
California
$13K – – –
KTC
366
Kistler-Tiffany Companies
Pennsylvania
$13K – – –
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$13K +$4.58K +36 +45%
CFA
368
Carroll Financial Associates
North Carolina
$12K -$58.9K -463 -80%
RMC
369
Resources Management Corp
Connecticut
$12K – – –
SL
370
Savior LLC
Massachusetts
$12K – – –
TCOV
371
Trust Company of Vermont
Vermont
$12K – – –
WOC
372
West Oak Capital
California
$11K -$6.36K -50 -33%
FHC
373
First Horizon Corporation
Tennessee
$11K – – –
NSIM
374
North Star Investment Management
Illinois
$11K – – –
MCM
375
Manchester Capital Management
Vermont
$11K +$12.2K +96 New
13 14
15
16 17

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.