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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
Deutsche Bank
126
Deutsche Bank
Germany
$2.53M +$1.56M +12,876 +218%
GC
127
Guggenheim Capital
Illinois
$2.5M +$276K +2,278 +14%
COPPSERS
128
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.49M -$2.18K -18 -0.1%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$2.47M – – –
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$2.45M +$40.5K +334 +2%
Schroder Investment Management Group
131
Schroder Investment Management Group
United Kingdom
$2.39M -$1.32M -10,865 -38%
EI
132
EAM Investors
California
$2.27M +$2.04M +16,842 New
PFA
133
Peak Financial Advisors
Colorado
$2.26M +$19.5K +161 +1%
BFO
134
Boston Family Office
Massachusetts
$2.22M -$76.6K -632 -4%
SGA
135
Strategic Global Advisors
California
$2.22M -$2.67K -22 -0.1%
PHK
136
Point72 Hong Kong
Hong Kong
$2.2M +$1.79M +14,756 +956%
ASRS
137
Arizona State Retirement System
Arizona
$2.17M +$13.2K +109 +0.7%
AC
138
Alexandria Capital
Virginia
$2.16M -$30.3K -250 -2%
Hudson Bay Capital Management
139
Hudson Bay Capital Management
Connecticut
$2.16M +$1.94M +16,000 New
VRS
140
Virginia Retirement Systems
Virginia
$2.13M -$412K -3,400 -18%
AIP
141
Ameritas Investment Partners
Nebraska
$2.06M – – –
AWM
142
Avior Wealth Management
Nebraska
$2.04M +$433K +3,568 +31%
PP
143
Paloma Partners
Connecticut
$2.01M +$1.81M +14,885 New
OAM
144
Oppenheimer Asset Management
New York
$1.96M +$103K +849 +6%
GCM
145
Gunderson Capital Management
South Carolina
$1.95M +$1.75M +14,444 New
LSERS
146
Louisiana State Employees Retirement System
Louisiana
$1.94M +$72.8K +600 +4%
PWS
147
Peloton Wealth Strategists
Indiana
$1.93M +$1.73M +14,305 New
WCM
148
Weik Capital Management
Pennsylvania
$1.92M – – –
MPAM
149
Murphy Pohlad Asset Management
Minnesota
$1.91M +$376K +3,100 +28%
AI
150
Atria Investments
North Carolina
$1.91M +$183K +1,505 +12%
4 5
6
7 8

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.