Thor Industries
THO
421 hedge funds and large institutions have $4.15B invested in Thor Industries in 2022 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 147 increasing their positions, 145 reducing their positions, and 51 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
1.78% more ownership
Funds ownership: 100.08% → 101.86% (+1.8%)
1% more repeat investments, than reductions
Existing positions increased: 147 | Existing positions reduced: 145
4% less capital invested
Capital invested by funds: $4.32B → $4.15B (-$169M)
6% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 51
2% less funds holding
Funds holding: 430 → 421 (-9)
35% less call options, than puts
Call options by funds: $79.7M | Put options by funds: $123M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$69.6M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$40.6M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$25.3M |
| 4 |
Morgan Stanley
New York
|
+$22.6M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$117M |
| 2 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
-$40.6M |
| 3 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$36.1M |
| 4 |
GJL
Gendell Jeffrey L
|
-$26.8M |
| 5 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
-$18.1M |
THO Hedge Fund Activity: Q2 2022 in Review
421 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q2 2022, worth a combined $4.15B — down 3.9% from $4.32B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of THO and 48 opened new positions — a net loss of 3 holders — while 145 trimmed existing stakes and 147 added.
The largest buyer was Royal London Asset Management, adding an estimated $69.6M. The largest seller was Capital Research Global Investors, cutting an estimated $117M.
- 421 institutional investors held Thor Industries (THO) as of Q2 2022, down from 430 in Q1 2022.
- Funds reported $4.15B of Thor Industries stock for Q2 2022, down 3.9% quarter-over-quarter.
- 48 funds opened new Thor Industries positions in Q2 2022 and 51 closed out, a net change of -3 holders.
- The largest Thor Industries buyer in Q2 2022 was Royal London Asset Management, an estimated $69.6M added.
- The largest Thor Industries seller in Q2 2022 was Capital Research Global Investors, an estimated $117M sold.
Based on aggregated 13F filings for Q2 2022.