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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
RJFSA
201
Raymond James Financial Services Advisors
Florida
$952K +$220K +1,731 +26%
D.E. Shaw & Co
202
D.E. Shaw & Co
New York
$949K -$5.39M -42,425 -83%
CCIA
203
Campbell & Co Investment Adviser
Maryland
$949K +$877K +6,900 +460%
ACM
204
AlphaCrest Capital Management
New York
$939K +$862K +6,780 +443%
Simplex Trading
205
Simplex Trading
Illinois
$936K +$1.05M +8,292 New
Acadian Asset Management
206
Acadian Asset Management
Massachusetts
$917K +$1.03M +8,125 New
Pacer Advisors
207
Pacer Advisors
Pennsylvania
$916K +$280K +2,201 +37%
OAM
208
Origin Asset Management
United Kingdom
$904K – – –
Public Employees Retirement Association of Colorado
209
Public Employees Retirement Association of Colorado
Colorado
$885K – – –
MML Investors Services
210
MML Investors Services
Massachusetts
$884K +$66K +519 +7%
LA
211
LVW Advisors
New York
$865K -$43.5K -342 -4%
FI
212
Fosun International
China
$854K – – –
HDIM
213
Hanson & Doremus Investment Management
Vermont
$853K -$141K -1,108 -11%
CAAS
214
Capital Asset Advisory Services
Michigan
$833K +$106K +837 +13%
Teacher Retirement System of Texas
215
Teacher Retirement System of Texas
Texas
$825K +$138K +1,083 +17%
Marshall Wace
216
Marshall Wace
United Kingdom
$817K +$919K +7,231 New
State of Tennessee, Department of Treasury
217
State of Tennessee, Department of Treasury
Tennessee
$792K – – –
ASN
218
Advisory Services Network
Georgia
$786K +$885K +6,961 New
WT
219
Whittier Trust
California
$785K – – –
HSBC Holdings
220
HSBC Holdings
United Kingdom
$748K -$43.3K -341 -5%
ZIG
221
Zurich Insurance Group
Switzerland
$735K – – –
CIBC World Market
222
CIBC World Market
Ontario, Canada
$730K +$256K +2,014 +45%
Bessemer Group
223
Bessemer Group
New Jersey
$723K – – –
MCM
224
MAI Capital Management
Ohio
$723K +$120K +942 +17%
State of Wisconsin Investment Board
225
State of Wisconsin Investment Board
Wisconsin
$718K -$48.3K -380 -6%
7 8
9
10 11

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.