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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
Bank of America
76
Bank of America
North Carolina
$8.43M +$622K +5,130 +9%
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.37M -$556K -4,586 -7%
HP
78
Hosking Partners
United Kingdom
$8.32M -$287K -2,365 -4%
CS
79
Credit Suisse
Switzerland
$8.09M +$942K +7,769 +15%
SI
80
Sprott Inc
Ontario, Canada
$8.08M +$2.43M +20,000 +50%
WHG
81
Westwood Holdings Group
Texas
$8.02M +$7.21M +59,490 New
New York State Common Retirement Fund
82
New York State Common Retirement Fund
New York
$7.82M -$2.83M -23,300 -29%
WBC
83
Westpac Banking Corp
Australia
$7.38M -$2.22M -18,285 -25%
BA
84
Bridgewater Associates
Connecticut
$7.17M +$6.46M +53,244 New
SIC
85
SFE Investment Counsel
California
$6.99M -$624K -5,143 -9%
D.E. Shaw & Co
86
D.E. Shaw & Co
New York
$6.85M +$5.86M +48,350 +1,954%
MOACM
87
Mutual of America Capital Management
New York
$6.77M -$222K -1,833 -4%
GGHC
88
Gilder Gagnon Howe & Co
New York
$6.44M -$217K -1,788 -4%
HPC
89
HM Payson & Co
Maine
$6.26M +$5.62M +46,350 +46,350%
Ensign Peak Advisors
90
Ensign Peak Advisors
Utah
$6.12M – – –
Comerica Bank
91
Comerica Bank
Texas
$6.03M +$1.02M +8,391 +24%
KBC Group
92
KBC Group
Belgium
$6M +$157K +1,298 +3%
Prudential Financial
93
Prudential Financial
New Jersey
$5.79M +$2.92M +24,053 +127%
VAS
94
Vestmark Advisory Solutions
Massachusetts
$5.71M +$1.8M +14,875 +54%
TPSF
95
Texas Permanent School Fund
Texas
$5.57M -$375K -3,092 -7%
Barclays
96
Barclays
United Kingdom
$5.45M -$226K -1,861 -4%
Osaic Holdings
97
Osaic Holdings
Arizona
$5.09M +$1.58M +13,049 +53%
SEI Investments
98
SEI Investments
Pennsylvania
$4.84M +$175K +1,440 +4%
APG Asset Management
99
APG Asset Management
Netherlands
$4.74M -$1.65M -13,600 -25%
WCF
100
West Coast Financial
California
$4.67M -$9.46K -78 -0.2%
2 3
4
5 6

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.