Thor Industries
428 hedge funds and large institutions have $6.15B invested in Thor Industries in 2021 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 139 increasing their positions, 144 reducing their positions, and 44 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
39% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 44
8% more capital invested
Capital invested by funds: $5.7B → $6.15B (+$447M)
3% more funds holding
Funds holding: 417 → 428 (+11)
0.07% more ownership
Funds ownership: 90.61% → 90.68% (+0.07%)
3% less repeat investments, than reductions
Existing positions increased: 139 | Existing positions reduced: 144
41% less call options, than puts
Call options by funds: $71.3M | Put options by funds: $120M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
+$65.9M |
| 2 |
Amundi
Paris,
France
|
+$37.9M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$26.5M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$23.9M |
| 5 |
TAM
Timucuan Asset Management
Jacksonville,
Florida
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$43.9M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$40.5M |
| 3 |
SAM
Scopus Asset Management
New York
|
-$22.6M |
| 4 |
Swedbank
Stockholm,
Sweden
|
-$22.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$22M |
THO Hedge Fund Activity: Q3 2021 in Review
428 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Thor Industries (THO) for Q3 2021, worth a combined $6.15B — up 7.8% from $5.7B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new THO positions and 44 closed out — a net gain of 17 holders — while 139 added to existing stakes and 144 trimmed.
The largest buyer was Harris Associates, adding an estimated $65.9M. The largest seller was Van Berkom & Associates, exiting entirely with an estimated $43.9M sold.
- 428 institutional investors held Thor Industries (THO) as of Q3 2021, up from 417 in Q2 2021.
- Funds reported $6.15B of Thor Industries stock for Q3 2021, up 7.8% quarter-over-quarter.
- 61 funds opened new Thor Industries positions in Q3 2021 and 44 closed out, a net change of +17 holders.
- The largest Thor Industries buyer in Q3 2021 was Harris Associates, an estimated $65.9M added.
- The largest Thor Industries seller in Q3 2021 was Van Berkom & Associates, an estimated $43.9M sold.
Based on aggregated 13F filings for Q3 2021.