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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
SWM
126
Salvus Wealth Management
New Jersey
$2.46M +$1.03M +8,115 +62%
APF
127
Alaska Permanent Fund
Alaska
$2.43M +$2.73M +21,500 New
IWA
128
Intercontinental Wealth Advisors
Texas
$2.42M +$82.5K +649 +3%
CA
129
Callahan Advisors
Texas
$2.31M -$667K -5,244 -20%
Hudson Bay Capital Management
130
Hudson Bay Capital Management
Connecticut
$2.26M +$508K +4,000 +25%
JCA
131
Jade Capital Advisors
New Jersey
$2.26M +$2.54M +20,000 New
BU
132
BBVA USA
Alabama
$2.24M +$2.52M +19,853 New
SIA
133
Sit Investment Associates
Minnesota
$2.24M +$125K +980 +5%
NC
134
NZS Capital
Colorado
$2.18M +$2.45M +19,268 New
GF
135
Gabelli Funds
New York
$2.17M – – –
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$2.13M +$71.1K +559 +3%
AI
137
Atria Investments
North Carolina
$2.1M +$564K +4,436 +31%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$2.09M -$123K -970 -5%
OAM
139
Oppenheimer Asset Management
New York
$2.09M +$502K +3,948 +27%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.08M -$3.43K -27 -0.1%
Schroder Investment Management Group
141
Schroder Investment Management Group
United Kingdom
$1.95M -$58.5K -460 -3%
PFA
142
Peak Financial Advisors
Colorado
$1.91M +$16.5K +130 +0.8%
VRS
143
Virginia Retirement Systems
Virginia
$1.9M +$127K +1,000 +6%
Millennium Management
144
Millennium Management
New York
$1.88M +$2.12M +16,644 New
KWM
145
Kingsview Wealth Management
Oregon
$1.84M +$2.01M +15,839 New
JMPWA
146
JP Morgan Private Wealth Advisors
California
$1.83M +$618K +4,861 +43%
DC
147
Davenport & Co
Virginia
$1.75M +$1.97M +15,526 New
AC
148
Alexandria Capital
Virginia
$1.74M -$82.1K -646 -4%
BFO
149
Boston Family Office
Massachusetts
$1.73M -$125K -982 -6%
LPL Financial
150
LPL Financial
California
$1.72M +$249K +1,956 +15%
4 5
6
7 8

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.