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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
Capital Research Global Investors
1
Capital Research Global Investors
California
$660M -$58.4M -459,736 -7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$591M +$16.3M +127,919 +3%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$588M +$69.5M +547,084 +12%
BlackRock
4
BlackRock
New York
$513M -$14.6M -115,048 -2%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$308M -$50.9M -400,055 -13%
Harris Associates
6
Harris Associates
Illinois
$218M +$51.2M +402,564 +26%
State Street
7
State Street
Massachusetts
$156M +$16M +125,834 +10%
Janus Henderson Group
8
Janus Henderson Group
United Kingdom
$121M -$174K -1,369 -0.1%
TAM
9
Timucuan Asset Management
Florida
$119M +$53.1M +417,475 +65%
JP Morgan Chase
10
JP Morgan Chase
New York
$116M -$180M -1,419,598 -58%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$104M -$10.2M -80,367 -8%
Swedbank
12
Swedbank
Sweden
$90.4M +$1.27M +9,955 +1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$74.9M -$2.73M -21,456 -3%
Wells Fargo
14
Wells Fargo
California
$73.7M -$51.3M -403,499 -38%
Victory Capital Management
15
Victory Capital Management
Texas
$72.8M -$419K -3,294 -0.5%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$70.6M +$5.74M +45,148 +8%
Artisan Partners
17
Artisan Partners
Wisconsin
$60.3M -$24.1M -189,281 -26%
Northern Trust
18
Northern Trust
Illinois
$60.3M -$1.29M -10,123 -2%
Norges Bank
19
Norges Bank
Norway
$59.4M +$8.97M +70,591 +15%
AAM
20
Ardevora Asset Management
United Kingdom
$52M +$11.2M +88,214 +24%
SAM
21
Southernsun Asset Management
Tennessee
$52M +$4.39M +34,561 +8%
Charles Schwab
22
Charles Schwab
California
$51.1M +$1.2M +9,465 +2%
N
23
Nuveen
North Carolina
$49.6M -$2.75M -21,618 -5%
GJL
24
Gendell Jeffrey L
$46.8M +$52.7M +414,547 New
VBA
25
Van Berkom & Associates
Quebec, Canada
$43.9M -$30.6M -240,318 -38%
1
2 3 4 5

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.