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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
FA
176
FDx Advisors
Illinois
$1.36M +$397K +3,277 +48%
JWCA
177
J.W. Coons Advisors
Ohio
$1.35M – – –
HCA
178
Hyperion Capital Advisors
New York
$1.34M – – –
Holocene Advisors
179
Holocene Advisors
New York
$1.31M +$883K +7,278 +294%
NMERB
180
New Mexico Educational Retirement Board
New Mexico
$1.31M – – –
Handelsbanken Fonder
181
Handelsbanken Fonder
Sweden
$1.28M – – –
DCM
182
Dupont Capital Management
Delaware
$1.27M -$546K -4,504 -32%
NMIMC
183
Northwestern Mutual Investment Management Company
Wisconsin
$1.24M -$1.19M -9,802 -51%
SG Americas Securities
184
SG Americas Securities
New York
$1.24M +$165K +1,357 +17%
IMRF
185
Illinois Municipal Retirement Fund
Illinois
$1.2M – – –
AS
186
Altshuler Shaham
Israel
$1.2M +$516K +4,251 +92%
MAM
187
Meeder Asset Management
Ohio
$1.19M +$1.06M +8,774 +13,294%
KAS
188
Kestra Advisory Services
Texas
$1.18M +$345K +2,848 +48%
SOADOR
189
State of Alaska Department of Revenue
Alaska
$1.17M -$39K -322 -4%
SO
190
STRS Ohio
Ohio
$1.16M -$196K -1,618 -16%
II
191
Inspire Investing
Idaho
$1.12M +$86K +709 +9%
CB
192
Cadence Bank
Mississippi
$1.11M +$21.9K +181 +2%
VFA
193
Voya Financial Advisors
Connecticut
$1.1M +$301K +2,480 +44%
HI
194
Harbour Investments
Wisconsin
$1.1M +$993K +8,188 New
HCM
195
HGI Capital Management
New York
$1.1M -$212K -1,748 -18%
OAM
196
Origin Asset Management
United Kingdom
$1.08M +$970K +8,000 New
LA
197
LVW Advisors
New York
$1.08M +$310K +2,556 +47%
SAM
198
Shell Asset Management
Netherlands
$1.07M -$4.85K -40 -0.5%
Creative Planning
199
Creative Planning
Kansas
$1.06M +$39.4K +325 +4%
Public Employees Retirement Association of Colorado
200
Public Employees Retirement Association of Colorado
Colorado
$1.05M – – –
6 7
8
9 10

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.