Thor Industries
THO
417 hedge funds and large institutions have $5.7B invested in Thor Industries in 2021 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 150 increasing their positions, 127 reducing their positions, and 56 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 150 | 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: 419 → 417 (-2)
2.05% less ownership
Funds ownership: 92.66% → 90.61% (-2%)
18% less capital invested
Capital invested by funds: $6.95B → $5.7B (-$1.25B)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$69.5M |
| 2 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$53.1M |
| 3 |
GJL
Gendell Jeffrey L
|
+$52.7M |
| 4 |
Harris Associates
Chicago,
Illinois
|
+$51.2M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$35.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$180M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$58.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$51.3M |
| 4 |
Wellington Management Group
Boston,
Massachusetts
|
-$50.9M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$36.9M |
THO Hedge Fund Activity: Q2 2021 in Review
417 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q2 2021, worth a combined $5.7B — down 18% from $6.95B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new THO positions and 56 closed out — a net gain of 3 holders — while 150 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.
- 417 institutional investors held Thor Industries (THO) as of Q2 2021, down from 419 in Q1 2021.
- Funds reported $5.7B 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.