Thor Industries
412 hedge funds and large institutions have $6.04B invested in Thor Industries in 2024 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 145 increasing their positions, 150 reducing their positions, and 49 closing their positions.
0.7% less ownership
Funds ownership: 97.3% → 96.6% (-0.7%)
2% less capital invested
Capital invested by funds: $6.14B → $6.04B (-$95.2M)
3% less repeat investments, than reductions
Existing positions increased: 145 | Existing positions reduced: 150
9% less call options, than puts
Call options by funds: $111M | Put options by funds: $122M
2% less funds holding
Funds holding: 422 → 412 (-10)
14% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 49
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Southpoint Capital Advisors
New York
|
+$36.8M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$15.6M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$13.8M |
| 4 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$13.5M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$48.2M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$18.6M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.7M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$14.4M |
| 5 |
Harris Associates
Chicago,
Illinois
|
-$12.6M |
THO Hedge Fund Activity: Q1 2024 in Review
412 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q1 2024, worth a combined $6.04B — down 1.6% from $6.14B a quarter earlier.
Sellers outnumbered buyers: 49 funds closed out of THO and 42 opened new positions — a net loss of 7 holders — while 150 trimmed existing stakes and 145 added.
The largest buyer was Southpoint Capital Advisors, adding an estimated $36.8M. The largest seller was Morgan Stanley, cutting an estimated $48.2M.
- 412 institutional investors held Thor Industries (THO) as of Q1 2024, down from 422 in Q4 2023.
- Funds reported $6.04B of Thor Industries stock for Q1 2024, down 1.6% quarter-over-quarter.
- 42 funds opened new Thor Industries positions in Q1 2024 and 49 closed out, a net change of -7 holders.
- The largest Thor Industries buyer in Q1 2024 was Southpoint Capital Advisors, an estimated $36.8M added.
- The largest Thor Industries seller in Q1 2024 was Morgan Stanley, an estimated $48.2M sold.
Based on aggregated 13F filings for Q1 2024.