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Thor Industries

263 hedge funds and large institutions have $2.51B invested in Thor Industries in 2013 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $8.44M | Put options by funds: $2.66M

27% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 81

23% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 30

2% more funds holding

Funds holding: 257263 (+6)

3.5% less ownership

Funds ownership: 90.68%87.19% (-3.5%)

6% less capital invested

Capital invested by funds: $2.67B → $2.51B (-$158M)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
263
Holders Change
+6
Holders Change %
+2.33%
% of All Funds
7.63%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.2%
New
37
Increased
103
Reduced
81
Closed
30
Calls
$8.44M
Puts
$2.66M
Net Calls
+$5.78M
Net Calls Change
+$12.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$416M -$9.94M -179,995 -2%
SAM
2
Southernsun Asset Management
Tennessee
$190M +$26.3M +477,246 +16%
Franklin Resources
3
Franklin Resources
California
$165M +$3.82M +69,280 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$145M +$5.13M +92,858 +4%
Boston Partners
5
Boston Partners
Massachusetts
$120M -$19.2M -348,698 -14%
AllianceBernstein
6
AllianceBernstein
Tennessee
$86.2M +$6.99M +126,564 +9%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$84.7M -$10.5M -190,573 -11%
SB
8
Suntrust Banks
Georgia
$71.5M +$14.1M +255,042 +25%
BIT
9
BlackRock Institutional Trust
California
$70.8M +$1.55M +28,109 +2%
BFA
10
BlackRock Fund Advisors
California
$67.2M +$5.33M +96,492 +9%
State Street
11
State Street
Massachusetts
$62.7M -$3.17M -57,373 -5%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$61.5M -$1.95M -35,277 -3%
WHG
13
Westwood Holdings Group
Texas
$44.8M -$415K -7,523 -0.9%
Invesco
14
Invesco
Georgia
$43.6M +$3.61M +65,400 +9%
VBA
15
Van Berkom & Associates
Quebec, Canada
$40.3M +$5.22M +94,515 +15%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$39.8M -$207K -3,745 -0.5%
DGHMC
17
Dalton, Greiner, Hartman, Maher & Co
New York
$35.6M +$454K +8,225 +1%
Luther King Capital Management (LKCM)
18
Luther King Capital Management (LKCM)
Texas
$34M -$1.85M -33,585 -5%
LCP
19
Lombardia Capital Partners
California
$32M -$201K -3,649 -0.6%
Prudential Financial
20
Prudential Financial
New Jersey
$30.4M +$14.1M +255,900 +87%
Northern Trust
21
Northern Trust
Illinois
$23.7M +$330K +5,981 +1%
BTS
22
BB&T Securities
Virginia
$22.2M +$344K +6,230 +18%
First Trust Advisors
23
First Trust Advisors
Illinois
$21M +$968K +17,539 +5%
Norges Bank
24
Norges Bank
Norway
$20.7M
RCM
25
Rutabaga Capital Management
Massachusetts
$20.4M +$191K +3,456 +0.9%

THO Hedge Fund Activity: Q4 2013 in Review

263 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q4 2013, worth a combined $2.51B — down 5.9% from $2.67B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new THO positions and 30 closed out — a net gain of 7 holders — while 103 added to existing stakes and 81 trimmed.

The largest buyer was Southernsun Asset Management, adding an estimated $26.3M. The largest seller was Toronto Dominion Bank, cutting an estimated $128M.

  • 263 institutional investors held Thor Industries (THO) as of Q4 2013, up from 257 in Q3 2013.
  • Funds reported $2.51B of Thor Industries stock for Q4 2013, down 5.9% quarter-over-quarter.
  • 37 funds opened new Thor Industries positions in Q4 2013 and 30 closed out, a net change of +7 holders.
  • The largest Thor Industries buyer in Q4 2013 was Southernsun Asset Management, an estimated $26.3M added.
  • The largest Thor Industries seller in Q4 2013 was Toronto Dominion Bank, an estimated $128M sold.

Based on aggregated 13F filings for Q4 2013.