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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
IAM
76
Impala Asset Management
Florida
$8M +$9M +70,775 New
WHG
77
Westwood Holdings Group
Texas
$7.57M +$950K +7,476 +13%
HPC
78
HM Payson & Co
Maine
$7.25M +$2.25M +17,695 +38%
WBC
79
Westpac Banking Corp
Australia
$7.2M +$1.14M +9,000 +16%
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$7.19M +$16.4K +129 +0.2%
QI
81
QV Investors
Alberta, Canada
$7.01M -$5.56M -43,720 -41%
HP
82
Hosking Partners
United Kingdom
$6.89M -$96.4K -758 -1%
Manulife (Manufacturers Life Insurance)
83
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.85M -$190K -1,491 -2%
Jane Street
84
Jane Street
New York
$6.72M +$6.97M +54,859 +1,178%
BA
85
Bridgewater Associates
Connecticut
$6.63M +$695K +5,469 +10%
CS
86
Credit Suisse
Switzerland
$6.12M -$700K -5,509 -9%
Barclays
87
Barclays
United Kingdom
$6.05M +$1.66M +13,097 +32%
SIC
88
SFE Investment Counsel
California
$5.93M +$72.5K +570 +1%
UBS Group
89
UBS Group
Switzerland
$5.78M +$2.89M +22,730 +80%
New York State Common Retirement Fund
90
New York State Common Retirement Fund
New York
$5.75M -$917K -7,212 -12%
MOACM
91
Mutual of America Capital Management
New York
$5.46M -$244K -1,921 -4%
GGHC
92
Gilder Gagnon Howe & Co
New York
$5.33M -$79.8K -628 -1%
VAS
93
Vestmark Advisory Solutions
Massachusetts
$5.33M +$601K +4,727 +11%
KBC Group
94
KBC Group
Belgium
$5.2M +$193K +1,522 +3%
Ensign Peak Advisors
95
Ensign Peak Advisors
Utah
$5.13M – – –
AB
96
Amalgamated Bank
New York
$4.88M +$4.65M +36,540 +550%
DZ Bank
97
DZ Bank
Germany
$4.77M +$4.03M +31,690 +297%
Comerica Bank
98
Comerica Bank
Texas
$4.7M -$78.6K -618 -1%
TPSF
99
Texas Permanent School Fund
Texas
$4.66M -$13.2K -104 -0.3%
ERSOT
100
Employees Retirement System of Texas
Texas
$4.63M +$1.91M +15,000 +58%
2 3
4
5 6

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.