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Thor Industries

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.

New
Increased
Maintained
Reduced
Closed

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: 231257 (+26)

11% more funds holding in top 10

Funds holding in top 10: 910 (+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

Holders
257
Holders Change
+26
Holders Change %
+11.26%
% of All Funds
8.33%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.32%
New
49
Increased
86
Reduced
94
Closed
22
Calls
$9.25M
Puts
$16.3M
Net Calls
-$7.08M
Net Calls Change
-$9.13M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$447M +$5.08M +95,835 +1%
SAM
2
Southernsun Asset Management
Tennessee
$172M +$7.22M +136,061 +5%
Franklin Resources
3
Franklin Resources
California
$169M -$6.24M -117,728 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$146M -$10.9M -205,130 -8%
Boston Partners
5
Boston Partners
Massachusetts
$146M +$65K +1,225 +0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$100M -$33.9M -638,491 -27%
AllianceBernstein
7
AllianceBernstein
Tennessee
$83.3M -$686K -12,933 -0.9%
BIT
8
BlackRock Institutional Trust
California
$72.8M -$508K -9,580 -0.8%
State Street
9
State Street
Massachusetts
$69.2M -$7.04M -132,716 -10%
Kayne Anderson Rudnick Investment Management
10
Kayne Anderson Rudnick Investment Management
California
$66.6M -$18.4M -347,582 -23%
BFA
11
BlackRock Fund Advisors
California
$65M +$2.46M +46,404 +4%
Toronto Dominion Bank
12
Toronto Dominion Bank
Ontario, Canada
$63M +$18.1M +341,584 +11%
SB
13
Suntrust Banks
Georgia
$60.3M +$2.25M +42,479 +4%
WHG
14
Westwood Holdings Group
Texas
$47.5M +$37.5M +706,778 +629%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$42.1M -$2.23M -42,071 -5%
Invesco
16
Invesco
Georgia
$42M -$1.38M -26,090 -3%
Luther King Capital Management (LKCM)
17
Luther King Capital Management (LKCM)
Texas
$37.7M -$312K -5,877 -0.9%
DGHMC
18
Dalton, Greiner, Hartman, Maher & Co
New York
$36.9M +$967K +18,230 +3%
VBA
19
Van Berkom & Associates
Quebec, Canada
$36.8M -$4.87M -91,760 -13%
LCP
20
Lombardia Capital Partners
California
$33.8M -$7.48M -141,110 -19%
GC
21
Guggenheim Capital
Illinois
$26.3M +$946K +17,827 +4%
Northern Trust
22
Northern Trust
Illinois
$24.5M +$494K +9,305 +2%
Norges Bank
23
Norges Bank
Norway
$21.7M
RCM
24
Rutabaga Capital Management
Massachusetts
$21.3M +$674K +12,698 +4%
First Trust Advisors
25
First Trust Advisors
Illinois
$21.1M +$6.27M +118,153 +48%

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.