We are live on ! Find out more
THO icon

Thor Industries

418 hedge funds and large institutions have $6.9B invested in Thor Industries in 2021 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 129 increasing their positions, 148 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 49

39% more capital invested

Capital invested by funds: $4.96B → $6.9B (+$1.94B)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

5% more funds holding

Funds holding: 398418 (+20)

5% more call options, than puts

Call options by funds: $61.9M | Put options by funds: $58.8M

3.42% less ownership

Funds ownership: 96.12%92.7% (-3.4%)

13% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 148

Holders
418
Holders Change
+20
Holders Change %
+5.03%
% of All Funds
7.34%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
73
Increased
129
Reduced
148
Closed
49
Calls
$61.9M
Puts
$58.8M
Net Calls
+$3.17M
Net Calls Change
+$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$849M -$58M -478,303 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$688M +$36.9M +304,652 +6%
BlackRock
3
BlackRock
New York
$628M +$20.7M +170,905 +4%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$628M +$105M +868,264 +23%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$421M -$77.5M -638,771 -17%
JP Morgan Chase
6
JP Morgan Chase
New York
$330M -$17.2M -141,936 -5%
Harris Associates
7
Harris Associates
Illinois
$205M +$11.4M +93,724 +7%
State Street
8
State Street
Massachusetts
$169M -$574K -4,735 -0.4%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$145M +$29M +239,151 +29%
Wells Fargo
10
Wells Fargo
California
$142M +$27.6M +227,213 +27%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$135M +$37.4M +308,241 +44%
Swedbank
12
Swedbank
Sweden
$106M -$25.5M -209,955 -21%
Artisan Partners
13
Artisan Partners
Wisconsin
$97.5M -$52.9M -436,282 -38%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$92.2M +$5.67M +46,794 +7%
Franklin Resources
15
Franklin Resources
California
$87.5M -$27.7M -228,180 -26%
Victory Capital Management
16
Victory Capital Management
Texas
$87.3M -$331K -2,730 -0.4%
TAM
17
Timucuan Asset Management
Florida
$86.2M -$34.4M -283,501 -31%
VBA
18
Van Berkom & Associates
Quebec, Canada
$84.7M -$5.27M -43,465 -6%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$78.1M -$39M -321,487 -36%
Northern Trust
20
Northern Trust
Illinois
$73.3M +$6.12M +50,496 +10%
N
21
Nuveen
North Carolina
$62.1M +$1.69M +13,941 +3%
Norges Bank
22
Norges Bank
Norway
$61.4M +$27.1M +223,368 +96%
Charles Schwab
23
Charles Schwab
California
$59.6M +$783K +6,458 +1%
SAM
24
Southernsun Asset Management
Tennessee
$57.3M +$134K +1,101 +0.3%
SI
25
Scout Investments
Missouri
$54.1M +$1.65M +13,596 +4%

THO Hedge Fund Activity: Q1 2021 in Review

418 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q1 2021, worth a combined $6.9B — up 39% from $4.96B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new THO positions and 49 closed out — a net gain of 24 holders — while 129 added to existing stakes and 148 trimmed.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $105M. The largest seller was Wellington Management Group, cutting an estimated $77.5M.

  • 418 institutional investors held Thor Industries (THO) as of Q1 2021, up from 398 in Q4 2020.
  • Funds reported $6.9B of Thor Industries stock for Q1 2021, up 39% quarter-over-quarter.
  • 73 funds opened new Thor Industries positions in Q1 2021 and 49 closed out, a net change of +24 holders.
  • The largest Thor Industries buyer in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $105M added.
  • The largest Thor Industries seller in Q1 2021 was Wellington Management Group, an estimated $77.5M sold.

Based on aggregated 13F filings for Q1 2021.