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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
AS
176
Altshuler Shaham
Israel
$1.17M +$184K +1,450 +16%
Federated Hermes
177
Federated Hermes
Pennsylvania
$1.16M -$111K -870 -8%
KAS
178
Kestra Advisory Services
Texas
$1.15M +$182K +1,433 +16%
URS
179
Utah Retirement Systems
Utah
$1.15M – – –
HCA
180
Hyperion Capital Advisors
New York
$1.15M +$26.1K +205 +2%
AC
181
Allstate Corporation
Illinois
$1.15M -$265K -2,087 -17%
PCM
182
Peregrine Capital Management
Minnesota
$1.14M – – –
JWCA
183
J.W. Coons Advisors
Ohio
$1.13M – – –
LPARFS
184
Leverage Partners Absolute Return Fund SPC
Cayman Islands
$1.13M +$1.27M +10,000 New
HI
185
Harbour Investments
Wisconsin
$1.11M +$210K +1,653 +20%
MAM
186
Mastrapasqua Asset Management
Tennessee
$1.1M +$1.24M +9,720 New
SAM
187
Shell Asset Management
Netherlands
$1.08M +$209K +1,642 +21%
Handelsbanken Fonder
188
Handelsbanken Fonder
Sweden
$1.08M – – –
CGA
189
Crescent Grove Advisors
Illinois
$1.07M -$260K -2,045 -18%
DCM
190
Dupont Capital Management
Delaware
$1.07M – – –
NMIMC
191
Northwestern Mutual Investment Management Company
Wisconsin
$1.04M -$1.91K -15 -0.2%
IMRF
192
Illinois Municipal Retirement Fund
Illinois
$1.01M – – –
TRCT
193
Tower Research Capital (TRC)
New York
$995K +$508K +4,000 +83%
X
194
Xponance
Pennsylvania
$992K +$377K +2,963 +51%
MAM
195
Meeder Asset Management
Ohio
$974K -$27.6K -217 -2%
SOADOR
196
State of Alaska Department of Revenue
Alaska
$971K -$9.66K -76 -0.9%
HCM
197
HGI Capital Management
New York
$964K +$46.1K +363 +4%
SG Americas Securities
198
SG Americas Securities
New York
$959K -$88.6K -697 -8%
CB
199
Cadence Bank
Mississippi
$957K +$26.8K +211 +3%
APG Asset Management
200
APG Asset Management
Netherlands
$953K -$3.98M -31,300 -76%
6 7
8
9 10

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.