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Thor Industries

307 hedge funds and large institutions have $2.57B invested in Thor Industries in 2015 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 122 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 27

45% more call options, than puts

Call options by funds: $6.31M | Put options by funds: $4.36M

39% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 88

6% more funds holding

Funds holding: 289307 (+18)

0.93% more ownership

Funds ownership: 86.99%87.92% (+0.93%)

12% less capital invested

Capital invested by funds: $2.92B → $2.57B (-$351M)

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

Holders
307
Holders Change
+18
Holders Change %
+6.23%
% of All Funds
8.27%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.16%
New
50
Increased
122
Reduced
88
Closed
27
Calls
$6.31M
Puts
$4.36M
Net Calls
+$1.95M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1
Southernsun Asset Management
Tennessee
$211M +$12.5M +206,898 +6%
RA
2
Royce & Associates
New York
$204M -$88.1M -1,456,173 -29%
Vanguard Group
3
Vanguard Group
Pennsylvania
$171M +$4.92M +81,207 +3%
Boston Partners
4
Boston Partners
Massachusetts
$96.3M +$4.01M +66,239 +4%
BFA
5
BlackRock Fund Advisors
California
$82.1M +$3.49M +57,705 +4%
Franklin Resources
6
Franklin Resources
California
$79.2M -$17.2M -284,240 -17%
Victory Capital Management
7
Victory Capital Management
Texas
$76M -$2.44M -40,332 -3%
BIT
8
BlackRock Institutional Trust
California
$73.3M -$742K -12,257 -0.9%
Allianz Asset Management
9
Allianz Asset Management
Germany
$69.3M -$810K -13,380 -1%
State Street
10
State Street
Massachusetts
$68.1M -$3.84M -63,374 -5%
Prudential Financial
11
Prudential Financial
New Jersey
$66M +$2.83M +46,730 +4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$63.1M +$8.66M +143,025 +15%
JHIU
13
Janus Henderson Investors US
Colorado
$60.7M +$32.5M +536,578 +99%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$55.8M +$2.86M +47,167 +5%
VFA
15
Virtus Fund Advisers
Connecticut
$55.1M -$2.75M -45,466 -4%
VBA
16
Van Berkom & Associates
Quebec, Canada
$45.4M -$968K -15,990 -2%
American Century Companies
17
American Century Companies
Missouri
$45.2M +$1.18M +19,464 +2%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$45.1M +$848K +14,003 +2%
AllianceBernstein
19
AllianceBernstein
Tennessee
$43.9M -$46.3M -764,427 -49%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$38.9M +$1.21M +20,000 +3%
DGHMC
21
Dalton, Greiner, Hartman, Maher & Co
New York
$36.9M +$1.32M +21,746 +3%
First Trust Advisors
22
First Trust Advisors
Illinois
$35.8M +$21.3M +351,847 +124%
GT
23
Glenmede Trust
Pennsylvania
$32.1M +$2.83M +46,728 +9%
SI
24
Scout Investments
Missouri
$28.9M -$8.51M -140,550 -22%
Northern Trust
25
Northern Trust
Illinois
$26.7M -$1.69M -27,949 -6%

THO Hedge Fund Activity: Q2 2015 in Review

307 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q2 2015, worth a combined $2.57B — down 12% from $2.92B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new THO positions and 27 closed out — a net gain of 23 holders — while 122 added to existing stakes and 88 trimmed.

The largest buyer was Janus Henderson Investors US, adding an estimated $32.5M. The largest seller was Royce & Associates, cutting an estimated $88.1M.

  • 307 institutional investors held Thor Industries (THO) as of Q2 2015, up from 289 in Q1 2015.
  • Funds reported $2.57B of Thor Industries stock for Q2 2015, down 12% quarter-over-quarter.
  • 50 funds opened new Thor Industries positions in Q2 2015 and 27 closed out, a net change of +23 holders.
  • The largest Thor Industries buyer in Q2 2015 was Janus Henderson Investors US, an estimated $32.5M added.
  • The largest Thor Industries seller in Q2 2015 was Royce & Associates, an estimated $88.1M sold.

Based on aggregated 13F filings for Q2 2015.