Thor Industries
THO
257 hedge funds and large institutions have $2.67B invested in Thor Industries in 2013 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 86 increasing their positions, 94 reducing their positions, and 22 closing their positions.
123% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 22
15% more capital invested
Capital invested by funds: $2.32B → $2.67B (+$347M)
11% more funds holding
Funds holding: 231 → 257 (+26)
11% more funds holding in top 10
Funds holding in top 10: 9 → 10 (+1)
9% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 94
2.45% less ownership
Funds ownership: 93.13% → 90.68% (-2.4%)
43% less call options, than puts
Call options by funds: $9.25M | Put options by funds: $16.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$37.5M |
| 2 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$18.1M |
| 3 |
Renaissance Technologies
New York
|
+$10.8M |
| 4 |
Two Sigma Investments
New York
|
+$9.08M |
| 5 |
NCGI
Next Century Growth Investors
Plymouth,
Minnesota
|
+$8.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$33.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$27.3M |
| 3 |
First Manhattan
New York
|
-$21.2M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$18.4M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$13.2M |
THO Hedge Fund Activity: Q3 2013 in Review
257 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q3 2013, worth a combined $2.67B — up 15% from $2.32B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new THO positions and 22 closed out — a net gain of 27 holders — while 86 added to existing stakes and 94 trimmed.
The largest buyer was Westwood Holdings Group, adding an estimated $37.5M. The largest seller was Bank of New York Mellon, cutting an estimated $33.9M.
- 257 institutional investors held Thor Industries (THO) as of Q3 2013, up from 231 in Q2 2013.
- Funds reported $2.67B of Thor Industries stock for Q3 2013, up 15% quarter-over-quarter.
- 49 funds opened new Thor Industries positions in Q3 2013 and 22 closed out, a net change of +27 holders.
- The largest Thor Industries buyer in Q3 2013 was Westwood Holdings Group, an estimated $37.5M added.
- The largest Thor Industries seller in Q3 2013 was Bank of New York Mellon, an estimated $33.9M sold.
Based on aggregated 13F filings for Q3 2013.